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

Peak Retirement 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 		$257K Sell
1,166
-93
-7% -$21.1K 0.04% 160
2026
Q1 		$298K Sell
1,259
-386
-23% -$101K 0.06% 126
2025
Q4 		$397K Sell
1,645
-22
-1% -$5.28K 0.09% 108
2025
Q3 		$419K Buy
1,667
+122
+8% +$30K 0.12% 99
2025
Q2 		$343K Sell
1,545
-34
-2% -$7.59K 0.14% 97
2025
Q1 		$368K Buy
1,579
+99
+7% +$24.4K 0.2% 89
2024
Q4 		$365K Buy
+1,480
New +$395K 0.25% 85

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

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

Peak Retirement Planning reduced its Lowe's Companies (LOW) stake by 7.4% in Q2 2026, selling an estimated $21.1K and leaving 1,166 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #160.

Peak Retirement Planning first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q3 2025. 2,635 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Peak Retirement Planning held 1,166 shares of Lowe's Companies worth $257K as of Q2 2026.
  • Peak Retirement Planning sold 93 Lowe's Companies shares in Q2 2026, an estimated $21.1K.
  • Lowe's Companies made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #160 holding.
  • Peak Retirement Planning first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Peak Retirement Planning's Lowe's Companies position peaked at $419K in Q3 2025.
  • 2,635 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.