MFWP
LOW icon

Mosaic Family Wealth Partners’s Lowe's Companies LOW Stock Holding History

Mosaic Family Wealth Partners’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 		$1.06M Buy
4,812
+435
+10% +$98.8K 0.07% 209
2026
Q1 		$1.03M Buy
4,377
+528
+14% +$138K 0.11% 108
2025
Q4 		$928K Sell
3,849
-8
-0.2% -$1.92K 0.1% 102
2025
Q3 		$977K Buy
3,857
+8
+0.2% +$1.97K 0.11% 89
2025
Q2 		$854K Hold
3,849
– – 0.11% 93
2025
Q1 		$898K Sell
3,849
-505
-12% -$124K 0.13% 82
2024
Q4 		$1.07M Buy
4,354
+605
+16% +$162K 0.16% 70
2024
Q3 		$1.02M Buy
3,749
+28
+0.8% +$6.78K 0.15% 79
2024
Q2 		$820K Sell
3,721
-147
-4% -$33.5K 0.13% 86
2024
Q1 		$985K Buy
3,868
+156
+4% +$35.9K 0.16% 73
2023
Q4 		$826K Buy
3,712
+21
+0.6% +$4.26K 0.14% 85
2023
Q3 		$767K Buy
3,691
+2
+0.1% +$450 0.15% 83
2023
Q2 		$833K Buy
3,689
+2
+0.1% +$416 0.16% 81
2023
Q1 		$737K Sell
3,687
-42
-1% -$8.53K 0.15% 82
2022
Q4 		$743K Buy
+3,729
New +$745K 0.21% 74

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

Mosaic Family Wealth Partners's LOW Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Lowe's Companies (LOW) stake by 9.9% in Q2 2026, buying an estimated $98.8K and bringing the position to 4,812 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #209.

Mosaic Family Wealth Partners first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Mosaic Family Wealth Partners held 4,812 shares of Lowe's Companies worth $1.06M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 435 Lowe's Companies shares in Q2 2026, an estimated $98.8K.
  • Lowe's Companies made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #209 holding.
  • Mosaic Family Wealth Partners first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Lowe's Companies position peaked at $1.07M in Q4 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.