Novak & Powell Financial Services’s Lowe's Companies LOW Stock Holding History

Novak & Powell Financial Services’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	$224K	Hold	948	–	–	0.12%	151
2025 Q4	$229K	Hold	948	–	–	0.12%	141
2025 Q3	$238K	Hold	948	–	–	0.13%	141
2025 Q2	$210K	Hold	948	–	–	0.15%	135
2025 Q1	$221K	Hold	948	–	–	0.14%	142
2024 Q4	$234K	Hold	948	–	–	0.14%	130
2024 Q3	$257K	Sell	948 -38	-4%	-$9.2K	0.15%	126
2024 Q2	$217K	Buy	+986	New	+$225K	0.14%	135
2024 Q1	–	Sell	-985	Closed	-$219K	–	153
2023 Q4	$219K	Buy	+985	New	+$200K	0.15%	124

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Novak & Powell Financial Services's LOW Position: Q1 2026 in Review

Novak & Powell Financial Services held its Lowe's Companies (LOW) position steady in Q1 2026 at 948 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #151.

Novak & Powell Financial Services first reported a position in LOW in Q4 2023 and has held it in 9 quarters since. The position peaked at $257K in Q3 2024. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Novak & Powell Financial Services held 948 shares of Lowe's Companies worth $224K as of Q1 2026.
Novak & Powell Financial Services left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.12% of Novak & Powell Financial Services's portfolio in Q1 2026, its #151 holding.
Novak & Powell Financial Services first reported a position in Lowe's Companies in Q4 2023 and has held it in 9 quarters since.
Novak & Powell Financial Services's Lowe's Companies position peaked at $257K in Q3 2024.
2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.