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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
Q2 		$391K Hold
1,775
– – 0.53% 35
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
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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's LOW Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,775 shares worth $391K. The position accounts for 0.53% of the portfolio, ranked #35.

Mowery & Schoenfeld Wealth Management first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $527K in Q3 2024. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,775 shares of Lowe's Companies worth $391K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.53% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Lowe's Companies position peaked at $527K in Q3 2024.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.