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 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 $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Philip James Wealth Mangement's LOW Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Lowe's Companies (LOW) stake by 1.5% in Q1 2026, selling an estimated $52.2K and leaving 13,088 shares worth $3.09M. The position accounts for 0.36% of the portfolio, ranked #53.

Philip James Wealth Mangement first reported a position in LOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.72M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Philip James Wealth Mangement held 13,088 shares of Lowe's Companies worth $3.09M as of Q1 2026.
Philip James Wealth Mangement sold 200 Lowe's Companies shares in Q1 2026, an estimated $52.2K.
Lowe's Companies made up 0.36% of Philip James Wealth Mangement's portfolio in Q1 2026, its #53 holding.
Philip James Wealth Mangement first reported a position in Lowe's Companies in Q3 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's Lowe's Companies position peaked at $4.72M in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.