Montgomery Financial Services’s Lowe's Companies LOW Stock Holding History

Montgomery Financial Services’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	$71.7K	Buy	+325	New	+$73.8K	0.06%	56

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montgomery Financial Services's LOW Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Lowe's Companies (LOW) in Q2 2026: 325 shares worth $71.7K. The stake represents 0.06% of the portfolio and ranks #56 among its holdings.

2,533 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Montgomery Financial Services held 325 shares of Lowe's Companies worth $71.7K as of Q2 2026.
Lowe's Companies was a new Montgomery Financial Services position in Q2 2026.
Lowe's Companies made up 0.06% of Montgomery Financial Services's portfolio in Q2 2026, its #56 holding.
2,533 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.