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PDS Planning’s Lowe's Companies LOW Stock Holding History

PDS Planning’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 		$1.04M Sell
4,721
-266
-5% -$60.4K 0.06% 152
2026
Q1 		$1.18M Buy
4,987
+232
+5% +$60.5K 0.08% 114
2025
Q4 		$1.15M Sell
4,755
-126
-3% -$30.3K 0.08% 126
2025
Q3 		$1.23M Buy
4,881
+118
+2% +$29K 0.08% 111
2025
Q2 		$1.06M Buy
4,763
+72
+2% +$16.1K 0.08% 117
2025
Q1 		$1.09M Buy
4,691
+259
+6% +$63.7K 0.09% 97
2024
Q4 		$1.09M Buy
4,432
+25
+0.6% +$6.68K 0.1% 92
2024
Q3 		$1.19M Buy
4,407
+53
+1% +$12.8K 0.11% 85
2024
Q2 		$960K Buy
4,354
+3
+0.1% +$684 0.1% 88
2024
Q1 		$1.11M Buy
4,351
+181
+4% +$41.6K 0.12% 78
2023
Q4 		$928K Sell
4,170
-204
-5% -$41.4K 0.11% 83
2023
Q3 		$909K Buy
4,374
+46
+1% +$10.3K 0.12% 79
2023
Q2 		$977K Buy
4,328
+613
+17% +$128K 0.12% 79
2023
Q1 		$743K Buy
3,715
+711
+24% +$144K 0.1% 88
2022
Q4 		$598K Sell
3,004
-31
-1% -$6.2K 0.1% 85
2022
Q3 		$570K Sell
3,035
-194
-6% -$37.8K 0.1% 79
2022
Q2 		$564K Buy
3,229
+453
+16% +$87.3K 0.1% 85
2022
Q1 		$561K Buy
2,776
+185
+7% +$42.6K 0.1% 87
2021
Q4 		$670K Buy
2,591
+35
+1% +$8.32K 0.13% 74
2021
Q3 		$518K Buy
2,556
+205
+9% +$40.9K 0.12% 86
2021
Q2 		$456K Buy
2,351
+153
+7% +$29.9K 0.11% 93
2021
Q1 		$418K Sell
2,198
-342
-13% -$58.7K 0.12% 88
2020
Q4 		$408K Buy
2,540
+121
+5% +$19.7K 0.14% 81
2020
Q3 		$401K Sell
2,419
-181
-7% -$27.9K 0.16% 76
2020
Q2 		$351K Buy
+2,600
New +$297K 0.16% 83
2020
Q1 		– Sell
-1,561
Closed -$187K – 108
2019
Q4 		$187K Buy
+1,561
New +$178K 0.12% 95

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

PDS Planning's LOW Position: Q2 2026 in Review

PDS Planning reduced its Lowe's Companies (LOW) stake by 5.3% in Q2 2026, selling an estimated $60.4K and leaving 4,721 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #152.

PDS Planning first reported a position in LOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.23M in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • PDS Planning held 4,721 shares of Lowe's Companies worth $1.04M as of Q2 2026.
  • PDS Planning sold 266 Lowe's Companies shares in Q2 2026, an estimated $60.4K.
  • Lowe's Companies made up 0.06% of PDS Planning's portfolio in Q2 2026, its #152 holding.
  • PDS Planning first reported a position in Lowe's Companies in Q4 2019 and has held it in 26 quarters since.
  • PDS Planning's Lowe's Companies position peaked at $1.23M in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.