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Mustico Financial Group’s Lowe's Companies LOW Stock Holding History

Mustico Financial Group’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 		– Sell
-959
Closed -$234K – 50
2026
Q1 		$234K Buy
959
+45
+5% +$11.7K 0.16% 44
2025
Q4 		$244K Hold
914
– – 0.19% 36
2025
Q3 		$226K Hold
914
– – 0.23% 33
2025
Q2 		$218K Buy
+914
New +$204K 0.2% 31

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

Mustico Financial Group's LOW Position: Q2 2026 in Review

Mustico Financial Group sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 959 shares — an estimated $234K sold.

Mustico Financial Group first reported a position in LOW in Q2 2025 and held it in 4 quarters. The position peaked at $244K in Q4 2025. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Mustico Financial Group reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Mustico Financial Group sold 959 Lowe's Companies shares in Q2 2026, an estimated $234K.
  • Mustico Financial Group first reported a position in Lowe's Companies in Q2 2025 and held it in 4 quarters.
  • Mustico Financial Group's Lowe's Companies position peaked at $244K in Q4 2025.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.