Philip James Wealth Mangement’s Lowe's Companies LOW Stock Holding History

Philip James Wealth Mangement’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	$2.88M	Sell	13,073 -15	-0.1%	-$3.41K	0.32%	60
2026 Q1	$3.09M	Sell	13,088 -200	-2%	-$52.2K	0.36%	53
2025 Q4	$3.2M	Sell	13,288 -18	-0.1%	-$4.32K	0.37%	56
2025 Q3	$3.34M	Sell	13,306 -234	-2%	-$57.5K	0.39%	54
2025 Q2	$3M	Sell	13,540 -3,156	-19%	-$704K	0.38%	56
2025 Q1	$3.89M	Sell	16,696 -318	-2%	-$78.2K	0.47%	48
2024 Q4	$4.2M	Sell	17,014 -415	-2%	-$111K	0.54%	46
2024 Q3	$4.72M	Buy	+17,429	New	+$4.22M	0.58%	42

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

Philip James Wealth Mangement's LOW Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Lowe's Companies (LOW) stake by 0.11% in Q2 2026, selling an estimated $3.41K and leaving 13,073 shares worth $2.88M. The position accounts for 0.32% of the portfolio, ranked #60.

Philip James Wealth Mangement first reported a position in LOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.72M in Q3 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Philip James Wealth Mangement held 13,073 shares of Lowe's Companies worth $2.88M as of Q2 2026.
Philip James Wealth Mangement sold 15 Lowe's Companies shares in Q2 2026, an estimated $3.41K.
Lowe's Companies made up 0.32% of Philip James Wealth Mangement's portfolio in Q2 2026, its #60 holding.
Philip James Wealth Mangement first reported a position in Lowe's Companies in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Lowe's Companies position peaked at $4.72M in Q3 2024.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.