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PlanVest Financial’s Lowe's Companies LOW Stock Holding History

PlanVest 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 		$290K Buy
1,315
+3
+0.2% +$681 0.19% 80
2026
Q1 		$310K Buy
+1,312
New +$342K 0.24% 74

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return

PlanVest Financial's LOW Position: Q2 2026 in Review

PlanVest Financial increased its Lowe's Companies (LOW) stake by 0.23% in Q2 2026, buying an estimated $681 and bringing the position to 1,315 shares worth $290K. The position accounts for 0.19% of the portfolio, ranked #80.

PlanVest Financial first reported a position in LOW in Q1 2026 and has held it in 2 quarters since. The position peaked at $310K in Q1 2026. 2,533 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • PlanVest Financial held 1,315 shares of Lowe's Companies worth $290K as of Q2 2026.
  • PlanVest Financial bought 3 Lowe's Companies shares in Q2 2026, an estimated $681.
  • Lowe's Companies made up 0.19% of PlanVest Financial's portfolio in Q2 2026, its #80 holding.
  • PlanVest Financial first reported a position in Lowe's Companies in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Lowe's Companies position peaked at $310K in Q1 2026.
  • 2,533 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.