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

Nicholson 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	$1.62M	Sell	7,349 -31	-0.4%	-$7.04K	0.95%	57
2026 Q1	$1.74M	Sell	7,380 -360	-5%	-$93.9K	1.01%	52
2025 Q4	$1.87M	Buy	7,740 +697	+10%	+$167K	1.1%	35
2025 Q3	$1.77M	Buy	7,043 +553	+9%	+$136K	1.04%	39
2025 Q2	$1.44M	Buy	6,490 +189	+3%	+$42.2K	0.89%	64
2025 Q1	$1.47M	Buy	6,301 +80	+1%	+$19.7K	0.96%	61
2024 Q4	$1.54M	Buy	6,221 +2,596	+72%	+$693K	1.03%	35
2024 Q3	$982K	Buy	+3,625	New	+$878K	0.81%	36

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

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

Nicholson Wealth Management Group reduced its Lowe's Companies (LOW) stake by 0.42% in Q2 2026, selling an estimated $7.04K and leaving 7,349 shares worth $1.62M. The position accounts for 0.95% of the portfolio, ranked #57.

Nicholson Wealth Management Group first reported a position in LOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q4 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Nicholson Wealth Management Group held 7,349 shares of Lowe's Companies worth $1.62M as of Q2 2026.
Nicholson Wealth Management Group sold 31 Lowe's Companies shares in Q2 2026, an estimated $7.04K.
Lowe's Companies made up 0.95% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #57 holding.
Nicholson Wealth Management Group first reported a position in Lowe's Companies in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Lowe's Companies position peaked at $1.87M in Q4 2025.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.