OFG
LOW icon

Oxford Financial Group’s Lowe's Companies LOW Stock Holding History

Oxford Financial 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 		$895K Sell
4,060
-147
-3% -$33.4K 0.05% 116
2026
Q1 		$994K Buy
4,207
+1,673
+66% +$436K 0.05% 101
2025
Q4 		$611K Buy
2,534
+27
+1% +$6.48K 0.03% 130
2025
Q3 		$630K Buy
2,507
+106
+4% +$26K 0.04% 122
2025
Q2 		$533K Sell
2,401
-37
-2% -$8.26K 0.03% 126
2025
Q1 		$569K Buy
2,438
+30
+1% +$7.38K 0.04% 121
2024
Q4 		$594K Sell
2,408
-257
-10% -$68.6K 0.04% 122
2024
Q3 		$722K Sell
2,665
-122
-4% -$29.5K 0.05% 105
2024
Q2 		$614K Buy
2,787
+286
+11% +$65.2K 0.04% 129
2024
Q1 		$637K Sell
2,501
-59
-2% -$13.6K 0.04% 110
2023
Q4 		$570K Buy
2,560
+144
+6% +$29.2K 0.04% 123
2023
Q3 		$502K Sell
2,416
-530
-18% -$119K 0.04% 127
2023
Q2 		$665K Buy
2,946
+190
+7% +$39.5K 0.06% 109
2023
Q1 		$551K Buy
2,756
+35
+1% +$7.11K 0.06% 101
2022
Q4 		$542K Buy
2,721
+268
+11% +$53.6K 0.06% 103
2022
Q3 		$461K Sell
2,453
-56
-2% -$10.9K 0.07% 106
2022
Q2 		$438K Buy
2,509
+44
+2% +$8.48K 0.06% 116
2022
Q1 		$498K Hold
2,465
– – 0.06% 114
2021
Q4 		$637K Sell
2,465
-245
-9% -$58.2K 0.07% 105
2021
Q3 		$550K Buy
2,710
+30
+1% +$5.98K 0.07% 105
2021
Q2 		$520K Hold
2,680
– – 0.07% 109
2021
Q1 		$510K Sell
2,680
-32
-1% -$5.49K 0.07% 107
2020
Q4 		$435K Hold
2,712
– – 0.06% 113
2020
Q3 		$450K Buy
2,712
+780
+40% +$120K 0.07% 98
2020
Q2 		$261K Buy
+1,932
New +$221K 0.04% 139

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

Oxford Financial Group's LOW Position: Q2 2026 in Review

Oxford Financial Group reduced its Lowe's Companies (LOW) stake by 3.5% in Q2 2026, selling an estimated $33.4K and leaving 4,060 shares worth $895K. The position accounts for 0.05% of the portfolio, ranked #116.

Oxford Financial Group first reported a position in LOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $994K in Q1 2026. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Oxford Financial Group held 4,060 shares of Lowe's Companies worth $895K as of Q2 2026.
  • Oxford Financial Group sold 147 Lowe's Companies shares in Q2 2026, an estimated $33.4K.
  • Lowe's Companies made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #116 holding.
  • Oxford Financial Group first reported a position in Lowe's Companies in Q2 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Lowe's Companies position peaked at $994K in Q1 2026.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.