Mowery & Schoenfeld Wealth Management’s Lowe's Companies LOW Stock Holding History

Mowery & Schoenfeld 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 Q1	$419K	Sell	1,775 -106	-6%	-$27.6K	0.64%	33
2025 Q4	$454K	Buy	1,881 +96	+5%	+$23.1K	0.66%	30
2025 Q3	$449K	Hold	1,785	–	–	0.77%	28
2025 Q2	$396K	Sell	1,785 -19	-1%	-$4.24K	0.6%	30
2025 Q1	$421K	Sell	1,804 -6	-0.3%	-$1.48K	0.82%	31
2024 Q4	$447K	Sell	1,810 -35	-2%	-$9.35K	0.87%	26
2024 Q3	$527K	Sell	1,845 -108	-6%	-$26.2K	0.83%	20
2024 Q2	$431K	Buy	1,953 +204	+12%	+$46.5K	0.62%	22
2024 Q1	$446K	Buy	1,749 +389	+29%	+$89.4K	0.86%	20
2023 Q4	$303K	Buy	+1,360	New	+$276K	0.61%	23

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LOW Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Lowe's Companies (LOW) stake by 5.6% in Q1 2026, selling an estimated $27.6K and leaving 1,775 shares worth $419K. The position accounts for 0.64% of the portfolio, ranked #33.

Mowery & Schoenfeld Wealth Management first reported a position in LOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $527K in Q3 2024. 2,685 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 1,775 shares of Lowe's Companies worth $419K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 106 Lowe's Companies shares in Q1 2026, an estimated $27.6K.
Lowe's Companies made up 0.64% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #33 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Lowe's Companies position peaked at $527K in Q3 2024.
2,685 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.