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Phillips Financial Management’s Lowe's Companies LOW Stock Holding History

Phillips Financial Management’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 		$271K Sell
1,147
-22
-2% -$5.74K 0.02% 171
2025
Q4 		$282K Sell
1,169
-58
-5% -$13.9K 0.02% 174
2025
Q3 		$308K Buy
1,227
+1
+0.1% +$246 0.02% 170
2025
Q2 		$272K Buy
1,226
+86
+8% +$19.2K 0.02% 167
2025
Q1 		$266K Sell
1,140
-127
-10% -$31.2K 0.02% 163
2024
Q4 		$313K Sell
1,267
-2
-0.2% -$534 0.02% 146
2024
Q3 		$344K Buy
1,269
+9
+0.7% +$2.18K 0.03% 149
2024
Q2 		$278K Sell
1,260
-120
-9% -$27.4K 0.02% 153
2024
Q1 		$352K Buy
1,380
+365
+36% +$83.9K 0.03% 146
2023
Q4 		$226K Sell
1,015
-6
-0.6% -$1.22K 0.02% 159
2023
Q3 		$212K Buy
1,021
+2
+0.2% +$450 0.02% 158
2023
Q2 		$230K Buy
1,019
+12
+1% +$2.5K 0.02% 154
2023
Q1 		$201K Sell
1,007
-30
-3% -$6.09K 0.02% 161
2022
Q4 		$207K Buy
+1,037
New +$207K 0.02% 147

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phillips Financial Management's LOW Position: Q1 2026 in Review

Phillips Financial Management reduced its Lowe's Companies (LOW) stake by 1.9% in Q1 2026, selling an estimated $5.74K and leaving 1,147 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #171.

Phillips Financial Management first reported a position in LOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $352K in Q1 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Phillips Financial Management held 1,147 shares of Lowe's Companies worth $271K as of Q1 2026.
  • Phillips Financial Management sold 22 Lowe's Companies shares in Q1 2026, an estimated $5.74K.
  • Lowe's Companies made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #171 holding.
  • Phillips Financial Management first reported a position in Lowe's Companies in Q4 2022 and has held it in 14 quarters since.
  • Phillips Financial Management's Lowe's Companies position peaked at $352K in Q1 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.