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Plan Group Financial’s Lowe's Companies LOW Stock Holding History

Plan Group 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
Q2 		– Sell
-887
Closed -$210K – 264
2026
Q1 		$210K Buy
+887
New +$231K 0.05% 213
2023
Q3 		– Sell
-1,309
Closed -$295K – 87
2023
Q2 		$295K Buy
+1,309
New +$272K 0.25% 50

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 Group Financial's LOW Position: Q2 2026 in Review

Plan Group Financial sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 887 shares — an estimated $210K sold.

Plan Group Financial first reported a position in LOW in Q2 2023 and held it in 2 quarters. The position peaked at $295K in Q2 2023. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Plan Group Financial reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Plan Group Financial sold 887 Lowe's Companies shares in Q2 2026, an estimated $210K.
  • Plan Group Financial first reported a position in Lowe's Companies in Q2 2023 and held it in 2 quarters.
  • Plan Group Financial's Lowe's Companies position peaked at $295K in Q2 2023.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.