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 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

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

Phoenix Wealth Advisors's LOW Position: Q1 2026 in Review

Phoenix Wealth Advisors held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,084 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #116.

Phoenix Wealth Advisors first reported a position in LOW in Q4 2020 and has held it in 10 quarters since. The position peaked at $288K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Phoenix Wealth Advisors held 1,084 shares of Lowe's Companies worth $256K as of Q1 2026.
Phoenix Wealth Advisors left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.1% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #116 holding.
Phoenix Wealth Advisors first reported a position in Lowe's Companies in Q4 2020 and has held it in 10 quarters since.
Phoenix Wealth Advisors's Lowe's Companies position peaked at $288K in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.