Pacific Excel Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Pacific Excel Wealth Advisors’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	$841K	Buy	+3,813	New	+$866K	0.33%	68

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

Pacific Excel Wealth Advisors's LOW Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Lowe's Companies (LOW) in Q2 2026: 3,813 shares worth $841K. The stake represents 0.33% of the portfolio and ranks #68 among its holdings.

2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Pacific Excel Wealth Advisors held 3,813 shares of Lowe's Companies worth $841K as of Q2 2026.
Lowe's Companies was a new Pacific Excel Wealth Advisors position in Q2 2026.
Lowe's Companies made up 0.33% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #68 holding.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.