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Modern Wealth Management’s Lowe's Companies LOW Stock Holding History

Modern Wealth Management’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$987K Buy
4,475
+765
+21% +$174K 0.01% 526
2026
Q1 		$875K Sell
3,710
-1,214
-25% -$317K 0.02% 448
2025
Q4 		$1.19M Buy
4,924
+732
+17% +$176K 0.02% 372
2025
Q3 		$1.05M Buy
4,192
+800
+24% +$197K 0.02% 383
2025
Q2 		$753K Buy
3,392
+345
+11% +$77K 0.02% 410
2025
Q1 		$711K Buy
3,047
+355
+13% +$87.3K 0.02% 358
2024
Q4 		$664K Buy
2,692
+1,248
+86% +$333K 0.02% 318
2024
Q3 		$391K Buy
1,444
+239
+20% +$57.9K 0.02% 292
2024
Q2 		$266K Buy
1,205
+101
+9% +$23K 0.02% 330
2024
Q1 		$281K Buy
+1,104
New +$254K 0.03% 246

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Modern Wealth Management's LOW Position: Q2 2026 in Review

Modern Wealth Management increased its Lowe's Companies (LOW) stake by 21% in Q2 2026, buying an estimated $174K and bringing the position to 4,475 shares worth $987K. The position accounts for 0.01% of the portfolio, ranked #526.

Modern Wealth Management first reported a position in LOW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Modern Wealth Management held 4,475 shares of Lowe's Companies worth $987K as of Q2 2026.
  • Modern Wealth Management bought 765 Lowe's Companies shares in Q2 2026, an estimated $174K.
  • Lowe's Companies made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Modern Wealth Management first reported a position in Lowe's Companies in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Lowe's Companies position peaked at $1.19M in Q4 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.