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Innovative Advisory Group, LLC’s Lowe's Companies LOW Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-67
Closed -$16.2K – 138
2025
Q4 		$16.2K Hold
67
– – 0.01% 109
2025
Q3 		$16.8K Hold
67
– – 0.01% 114
2025
Q2 		$14.9K Buy
+67
New +$15K 0.01% 115

Other funds holding LOW

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Innovative Advisory Group, LLC's LOW Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 67 shares — an estimated $16.2K sold.

Innovative Advisory Group, LLC first reported a position in LOW in Q2 2025 and held it in 3 quarters. The position peaked at $16.8K in Q3 2025. 2,704 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 67 Lowe's Companies shares in Q1 2026, an estimated $16.2K.
  • Innovative Advisory Group, LLC first reported a position in Lowe's Companies in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Lowe's Companies position peaked at $16.8K in Q3 2025.
  • 2,704 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.