Moneta Group Investment Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.74M | Sell |
11,617
-525
| -4% | -$137K | 0.02% | 234 |
|
|
2025
Q4 | $2.93M | Sell |
12,142
-966
| -7% | -$232K | 0.02% | 230 |
|
|
2025
Q3 | $3.29M | Sell |
13,108
-287
| -2% | -$70.5K | 0.03% | 205 |
|
|
2025
Q2 | $2.97M | Buy |
13,395
+1,227
| +10% | +$274K | 0.04% | 182 |
|
|
2025
Q1 | $2.84M | Sell |
12,168
-2,677
| -18% | -$659K | 0.04% | 171 |
|
|
2024
Q4 | $3.66M | Buy |
14,845
+95
| +0.6% | +$25.4K | 0.05% | 149 |
|
|
2024
Q3 | $4M | Buy |
14,750
+223
| +2% | +$54K | 0.06% | 143 |
|
|
2024
Q2 | $3.2M | Buy |
14,527
+2,691
| +23% | +$614K | 0.05% | 149 |
|
|
2024
Q1 | $3.01M | Buy |
11,836
+3,863
| +48% | +$888K | 0.05% | 153 |
|
|
2023
Q4 | $1.77M | Buy |
7,973
+8
| +0.1% | +$1.62K | 0.04% | 185 |
|
|
2023
Q3 | $1.66M | Sell |
7,965
-807
| -9% | -$182K | 0.04% | 177 |
|
|
2023
Q2 | $1.98M | Buy |
8,772
+2,607
| +42% | +$542K | 0.04% | 165 |
|
|
2023
Q1 | $1.23M | Buy |
6,165
+1,613
| +35% | +$328K | 0.03% | 199 |
|
|
2022
Q4 | $948K | Sell |
4,552
-160
| -3% | -$32K | 0.03% | 210 |
|
|
2022
Q3 | $885K | Buy |
4,712
+813
| +21% | +$158K | 0.03% | 203 |
|
|
2022
Q2 | $681K | Buy |
3,899
+323
| +9% | +$62.3K | 0.02% | 256 |
|
|
2022
Q1 | $723K | Sell |
3,576
-65
| -2% | -$14.9K | 0.03% | 243 |
|
|
2021
Q4 | $941K | Sell |
3,641
-717
| -16% | -$170K | 0.04% | 215 |
|
|
2021
Q3 | $884K | Sell |
4,358
-29,353
| -87% | -$5.85M | 0.04% | 208 |
|
|
2021
Q2 | $6.54M | Buy |
33,711
+164
| +0.5% | +$32.1K | 0.3% | 71 |
|
|
2021
Q1 | $6.38M | Buy |
33,547
+502
| +2% | +$86.1K | 0.34% | 68 |
|
|
2020
Q4 | $5.3M | Buy |
33,045
+795
| +2% | +$129K | 0.38% | 61 |
|
|
2020
Q3 | $5.35M | Sell |
32,250
-2,290
| -7% | -$353K | 0.47% | 52 |
|
|
2020
Q2 | $4.67M | Buy |
34,540
+746
| +2% | +$85.2K | 0.44% | 53 |
|
|
2020
Q1 | $2.91M | Sell |
33,794
-583
| -2% | -$63.7K | 0.3% | 64 |
|
|
2019
Q4 | $4.12M | Buy |
34,377
+637
| +2% | +$72.8K | 0.35% | 51 |
|
|
2019
Q3 | $3.71M | Buy |
33,740
+631
| +2% | +$66.6K | 0.35% | 53 |
|
|
2019
Q2 | $3.34M | Sell |
33,109
-983
| -3% | -$104K | 0.33% | 52 |
|
|
2019
Q1 | $3.73M | Sell |
34,092
-284
| -0.8% | -$28.3K | 0.39% | 49 |
|
|
2018
Q4 | $3.17M | Sell |
34,376
-6,046
| -15% | -$583K | 0.38% | 50 |
|
|
2018
Q3 | $4.64M | Buy |
40,422
+482
| +1% | +$50.2K | 0.47% | 41 |
|
|
2018
Q2 | $3.82M | Buy |
39,940
+3,321
| +9% | +$301K | 0.43% | 39 |
|
|
2018
Q1 | $3.21M | Sell |
36,619
-3,772
| -9% | -$357K | 0.43% | 39 |
|
|
2017
Q4 | $3.75M | Sell |
40,391
-87,613
| -68% | -$7.24M | 0.57% | 24 |
|
|
2017
Q3 | $10.2M | Buy |
128,004
+23,327
| +22% | +$1.79M | 1.59% | 17 |
|
|
2017
Q2 | $8.12M | Buy |
104,677
+20,425
| +24% | +$1.67M | 1.32% | 16 |
|
|
2017
Q1 | $6.93M | Buy |
84,252
+386
| +0.5% | +$29.5K | 1.37% | 17 |
|
|
2016
Q4 | $5.96M | Sell |
83,866
-137
| -0.2% | -$9.69K | 1.22% | 17 |
|
|
2016
Q3 | $6.07M | Sell |
84,003
-12,228
| -13% | -$951K | 1.38% | 17 |
|
|
2016
Q2 | $7.62M | Buy |
96,231
+2,191
| +2% | +$169K | 1.67% | 14 |
|
|
2016
Q1 | $7.12M | Buy |
94,040
+8,505
| +10% | +$600K | 1.58% | 14 |
|
|
2015
Q4 | $6.5M | Sell |
85,535
-65,634
| -43% | -$4.87M | 1.6% | 14 |
|
|
2015
Q3 | $10.4M | Buy |
151,169
+51,580
| +52% | +$3.55M | 2.9% | 11 |
|
|
2015
Q2 | $6.67M | Buy |
99,589
+82,564
| +485% | +$5.89M | 2.04% | 13 |
|
|
2015
Q1 | $1.27M | Buy |
17,025
+2,950
| +21% | +$211K | 0.54% | 27 |
|
|
2014
Q4 | $968K | Sell |
14,075
-658
| -4% | -$39.4K | 0.47% | 31 |
|
|
2014
Q3 | $780K | Sell |
14,733
-1,735
| -11% | -$87.7K | 0.41% | 39 |
|
|
2014
Q2 | $790K | Sell |
16,468
-6,450
| -28% | -$301K | 0.43% | 37 |
|
|
2014
Q1 | $1.12M | Sell |
22,918
-7,953
| -26% | -$384K | 0.66% | 25 |
|
|
2013
Q4 | $1.53M | Sell |
30,871
-6,604
| -18% | -$321K | 0.92% | 18 |
|
|
2013
Q3 | $1.78M | Sell |
37,475
-1,925
| -5% | -$87.4K | 1.18% | 16 |
|
|
2013
Q2 | $1.61M | Buy |
+39,400
| New | +$1.59M | 1.13% | 16 |
|
Other funds holding LOW
VCM
VPM
Moneta Group Investment Advisors's LOW Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Lowe's Companies (LOW) stake by 4.3% in Q1 2026, selling an estimated $137K and leaving 11,617 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #234.
Moneta Group Investment Advisors first reported a position in LOW in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.4M in Q3 2015. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.
- Moneta Group Investment Advisors held 11,617 shares of Lowe's Companies worth $2.74M as of Q1 2026.
- Moneta Group Investment Advisors sold 525 Lowe's Companies shares in Q1 2026, an estimated $137K.
- Lowe's Companies made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #234 holding.
- Moneta Group Investment Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 52 quarters since.
- Moneta Group Investment Advisors's Lowe's Companies position peaked at $10.4M in Q3 2015.
- 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.