Phoenix Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Phoenix Wealth Advisors’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 Q3	–	Sell	-1,084	Closed	-$239K	–	134
2026 Q2	$239K	Hold	1,084	–	–	0.08%	118
2026 Q1	$256K	Hold	1,084	–	–	0.1%	116
2025 Q4	$261K	Buy	1,084 +1	+0.1%	+$240	0.1%	112
2025 Q3	$272K	Buy	+1,083	New	+$266K	0.1%	113
2024 Q4	–	Sell	-1,062	Closed	-$288K	–	124
2024 Q3	$288K	Hold	1,062	–	–	0.13%	99
2024 Q2	$234K	Buy	1,062 +26	+3%	+$5.93K	0.12%	115
2024 Q1	$264K	Buy	+1,036	New	+$238K	0.16%	100
2021 Q4	–	Sell	-631	Closed	-$128K	–	255
2021 Q3	$128K	Hold	631	–	–	0.1%	141
2021 Q2	$123K	Hold	631	–	–	0.09%	147
2021 Q1	$121K	Hold	631	–	–	0.09%	142
2020 Q4	$101K	Buy	+631	New	+$102K	0.08%	147

Other funds holding LOW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Phoenix Wealth Advisors's LOW Position: Q3 2026 in Review

Phoenix Wealth Advisors sold out of Lowe's Companies (LOW) in Q3 2026, closing a stake of 1,084 shares — an estimated $239K sold.

Phoenix Wealth Advisors first reported a position in LOW in Q4 2020 and held it in 11 quarters. The position peaked at $288K in Q3 2024. 1,501 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Phoenix Wealth Advisors reported no remaining Lowe's Companies position as of Q3 2026 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,084 Lowe's Companies shares in Q3 2026, an estimated $239K.
Phoenix Wealth Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 11 quarters.
Phoenix Wealth Advisors's Lowe's Companies position peaked at $288K in Q3 2024.
1,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.