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Plan A Wealth’s Lowe's Companies LOW Stock Holding History

Plan A Wealth’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 		$751K Buy
3,404
+325
+11% +$73.8K 0.32% 48
2026
Q1 		$728K Buy
3,079
+47
+2% +$12.3K 0.35% 40
2025
Q4 		$731K Buy
3,032
+157
+5% +$37.7K 0.36% 40
2025
Q3 		$723K Buy
2,875
+190
+7% +$46.7K 0.37% 35
2025
Q2 		$596K Buy
2,685
+1,369
+104% +$306K 0.34% 52
2025
Q1 		$307K Buy
+1,316
New +$324K 0.24% 68

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plan A Wealth's LOW Position: Q2 2026 in Review

Plan A Wealth increased its Lowe's Companies (LOW) stake by 11% in Q2 2026, buying an estimated $73.8K and bringing the position to 3,404 shares worth $751K. The position accounts for 0.32% of the portfolio, ranked #48.

Plan A Wealth first reported a position in LOW in Q1 2025 and has held it in 6 quarters since. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Plan A Wealth held 3,404 shares of Lowe's Companies worth $751K as of Q2 2026.
  • Plan A Wealth bought 325 Lowe's Companies shares in Q2 2026, an estimated $73.8K.
  • Lowe's Companies made up 0.32% of Plan A Wealth's portfolio in Q2 2026, its #48 holding.
  • Plan A Wealth first reported a position in Lowe's Companies in Q1 2025 and has held it in 6 quarters since.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.