OMC Financial Services’s Lowe's Companies LOW Stock Holding History

OMC 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 Q3	$2.07M	Sell	11,249 -7,406	-40%	-$1.54M	1.18%	25
2026 Q2	$4.11M	Sell	18,655 -101	-0.5%	-$22.9K	1.36%	20
2026 Q1	$4.43M	Buy	18,756 +87	+0.5%	+$22.7K	1.72%	17
2025 Q4	$4.5M	Sell	18,669 -405	-2%	-$97.2K	1.68%	16
2025 Q3	$4.79M	Buy	19,074 +50	+0.3%	+$12.3K	1.78%	15
2025 Q2	$4.22M	Sell	19,024 -508	-3%	-$113K	1.72%	16
2025 Q1	$4.56M	Buy	19,532 +1,576	+9%	+$388K	2.04%	14
2024 Q4	$4.43M	Buy	17,956 +289	+2%	+$77.2K	1.88%	14
2024 Q3	$3.9M	Hold	17,667	–	–	1.84%	15
2024 Q2	$3.9M	Buy	17,667 +875	+5%	+$200K	1.83%	15
2024 Q1	$4.28M	Buy	+16,792	New	+$3.86M	2.17%	12

Other funds holding LOW

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

OMC Financial Services's LOW Position: Q3 2026 in Review

OMC Financial Services reduced its Lowe's Companies (LOW) stake by 40% in Q3 2026, selling an estimated $1.54M and leaving 11,249 shares worth $2.07M. The position accounts for 1.18% of the portfolio, ranked #25.

OMC Financial Services first reported a position in LOW in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.79M in Q3 2025. 550 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

OMC Financial Services held 11,249 shares of Lowe's Companies worth $2.07M as of Q3 2026.
OMC Financial Services sold 7,406 Lowe's Companies shares in Q3 2026, an estimated $1.54M.
Lowe's Companies made up 1.18% of OMC Financial Services's portfolio in Q3 2026, its #25 holding.
OMC Financial Services first reported a position in Lowe's Companies in Q1 2024 and has held it in 11 quarters since.
OMC Financial Services's Lowe's Companies position peaked at $4.79M in Q3 2025.
550 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.