Peak Planning Group’s Lowe's Companies LOW Stock Holding History

Peak Planning 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	$422K	Hold	1,915	–	–	0.1%	85
2026 Q1	$452K	Hold	1,915	–	–	0.13%	82
2025 Q4	$462K	Hold	1,915	–	–	0.13%	85
2025 Q3	$481K	Sell	1,915 -8	-0.4%	-$1.97K	0.25%	53
2025 Q2	$427K	Buy	1,923 +8	+0.4%	+$1.78K	0.27%	56
2025 Q1	$447K	Buy	1,915 +5	+0.3%	+$1.23K	0.19%	70
2024 Q4	$471K	Hold	1,910	–	–	0.2%	71
2024 Q3	$517K	Hold	1,910	–	–	0.23%	68
2024 Q2	$421K	Buy	1,910 +72	+4%	+$16.4K	0.21%	71
2024 Q1	$468K	Hold	1,838	–	–	0.29%	50
2023 Q4	$409K	Hold	1,838	–	–	0.29%	49
2023 Q3	$382K	Hold	1,838	–	–	0.3%	53
2023 Q2	$415K	Hold	1,838	–	–	0.31%	53
2023 Q1	$368K	Hold	1,838	–	–	0.3%	58
2022 Q4	$366K	Hold	1,838	–	–	0.32%	61
2022 Q3	$345K	Hold	1,838	–	–	0.32%	55
2022 Q2	$321K	Buy	+1,838	New	+$354K	0.27%	57
2021 Q4	$480K	Hold	1,858	–	–	0.35%	54
2021 Q3	$377K	Buy	+1,858	New	+$370K	0.32%	55
2021 Q1	$353K	Hold	1,858	–	–	0.34%	54
2020 Q4	$298K	Hold	1,858	–	–	0.34%	51
2020 Q3	$308K	Buy	+1,858	New	+$286K	0.43%	40

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

Peak Planning Group's LOW Position: Q2 2026 in Review

Peak Planning Group held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,915 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #85.

Peak Planning Group first reported a position in LOW in Q3 2020 and has held it in 22 quarters since. The position peaked at $517K in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Peak Planning Group held 1,915 shares of Lowe's Companies worth $422K as of Q2 2026.
Peak Planning Group left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.1% of Peak Planning Group's portfolio in Q2 2026, its #85 holding.
Peak Planning Group first reported a position in Lowe's Companies in Q3 2020 and has held it in 22 quarters since.
Peak Planning Group's Lowe's Companies position peaked at $517K in Q3 2024.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.