National Wealth Management Group’s Lowe's Companies LOW Stock Holding History

National Wealth Management 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	$483K	Sell	2,189 -84	-4%	-$19.1K	0.15%	121
2026 Q1	$537K	Sell	2,273 -309	-12%	-$80.6K	0.2%	103
2025 Q4	$623K	Sell	2,582 -568	-18%	-$136K	0.22%	103
2025 Q3	$792K	Buy	+3,150	New	+$774K	0.3%	74
2022 Q2	–	Sell	-5,272	Closed	-$1.07M	–	125
2022 Q1	$1.07M	Buy	5,272 +17	+0.3%	+$3.91K	1.03%	27
2021 Q4	$1.36M	Buy	+5,255	New	+$1.25M	1.27%	22

Other funds holding LOW

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Wealth Management Group's LOW Position: Q2 2026 in Review

National Wealth Management Group reduced its Lowe's Companies (LOW) stake by 3.7% in Q2 2026, selling an estimated $19.1K and leaving 2,189 shares worth $483K. The position accounts for 0.15% of the portfolio, ranked #121.

National Wealth Management Group first reported a position in LOW in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2021. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

National Wealth Management Group held 2,189 shares of Lowe's Companies worth $483K as of Q2 2026.
National Wealth Management Group sold 84 Lowe's Companies shares in Q2 2026, an estimated $19.1K.
Lowe's Companies made up 0.15% of National Wealth Management Group's portfolio in Q2 2026, its #121 holding.
National Wealth Management Group first reported a position in Lowe's Companies in Q4 2021 and has held it in 6 quarters since.
National Wealth Management Group's Lowe's Companies position peaked at $1.36M in Q4 2021.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.