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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phoenix Wealth Advisors's LOW Position: Q2 2026 in Review

Phoenix Wealth Advisors held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,084 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #118.

Phoenix Wealth Advisors first reported a position in LOW in Q4 2020 and has held it in 11 quarters since. The position peaked at $288K in Q3 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Phoenix Wealth Advisors held 1,084 shares of Lowe's Companies worth $239K as of Q2 2026.
Phoenix Wealth Advisors left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.08% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Phoenix Wealth Advisors first reported a position in Lowe's Companies in Q4 2020 and has held it in 11 quarters since.
Phoenix Wealth Advisors's Lowe's Companies position peaked at $288K in Q3 2024.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.