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Navigate Wealth Management’s Lowe's Companies LOW Stock Holding History

Navigate 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 		$261K Hold
1,252
– – 0.16% 67
2026
Q1 		$314K Buy
+1,252
New +$327K 0.22% 57

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

Navigate Wealth Management's LOW Position: Q2 2026 in Review

Navigate Wealth Management held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,252 shares worth $261K. The position accounts for 0.16% of the portfolio, ranked #67.

Navigate Wealth Management first reported a position in LOW in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 2,632 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Navigate Wealth Management held 1,252 shares of Lowe's Companies worth $261K as of Q2 2026.
  • Navigate Wealth Management left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.16% of Navigate Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Navigate Wealth Management first reported a position in Lowe's Companies in Q1 2026 and has held it in 2 quarters since.
  • Navigate Wealth Management's Lowe's Companies position peaked at $314K in Q1 2026.
  • 2,632 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.