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Phoenix Financial’s Lowe's Companies LOW Stock Holding History

Phoenix Financial’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 		$1.28M Sell
5,422
-552
-9% -$144K 0.01% 207
2025
Q4 		$1.44M Buy
5,974
+700
+13% +$168K 0.02% 205
2025
Q3 		$1.33M Buy
5,274
+971
+23% +$239K 0.02% 210
2025
Q2 		$954K Sell
4,303
-62
-1% -$13.8K 0.01% 240
2025
Q1 		$1.02M Buy
4,365
+2,568
+143% +$632K 0.02% 213
2024
Q4 		$444K Buy
1,797
+252
+16% +$67.3K 0.01% 270
2024
Q3 		$418K Buy
1,545
+172
+13% +$41.7K 0.01% 265
2024
Q2 		$303K Buy
1,373
+64
+5% +$14.6K ﹤0.01% 289
2024
Q1 		$334K Buy
1,309
+53
+4% +$12.2K ﹤0.01% 315
2023
Q4 		$315K Buy
+1,256
New +$255K 0.01% 271
2023
Q3 		– Sell
-1,479
Closed -$334K – 344
2023
Q2 		$334K Buy
1,479
+402
+37% +$83.6K 0.01% 265
2023
Q1 		$215K Buy
+1,077
New +$219K ﹤0.01% 266
2022
Q1 		– Sell
-11,728
Closed -$3.02M – 430
2021
Q4 		$3.02M Sell
11,728
-620
-5% -$147K 0.05% 160
2021
Q3 		$2.55M Sell
12,348
-66
-0.5% -$13.2K 0.04% 185
2021
Q2 		$2.41M Buy
12,414
+1,400
+13% +$274K 0.05% 203
2021
Q1 		$2.09M Buy
+11,014
New +$1.89M 0.05% 217

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's LOW Position: Q1 2026 in Review

Phoenix Financial reduced its Lowe's Companies (LOW) stake by 9.2% in Q1 2026, selling an estimated $144K and leaving 5,422 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #207.

Phoenix Financial first reported a position in LOW in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.02M in Q4 2021. 2,690 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Phoenix Financial held 5,422 shares of Lowe's Companies worth $1.28M as of Q1 2026.
  • Phoenix Financial sold 552 Lowe's Companies shares in Q1 2026, an estimated $144K.
  • Lowe's Companies made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #207 holding.
  • Phoenix Financial first reported a position in Lowe's Companies in Q1 2021 and has held it in 16 quarters since.
  • Phoenix Financial's Lowe's Companies position peaked at $3.02M in Q4 2021.
  • 2,690 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.