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Principle Wealth Partners’s Lowe's Companies LOW Stock Holding History

Principle Wealth Partners’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 		$2.93M Sell
13,273
-243
-2% -$55.2K 0.14% 121
2026
Q1 		$3.19M Sell
13,516
-111
-0.8% -$28.9K 0.18% 101
2025
Q4 		$3.29M Sell
13,627
-69
-0.5% -$16.6K 0.18% 99
2025
Q3 		$3.44M Hold
13,696
– – 0.2% 91
2025
Q2 		$3.04M Sell
13,696
-2
-0% -$446 0.19% 98
2025
Q1 		$3.19M Sell
13,698
-300
-2% -$73.8K 0.23% 97
2024
Q4 		$3.45M Buy
13,998
+17
+0.1% +$4.54K 0.24% 91
2024
Q3 		$3.79M Buy
13,981
+166
+1% +$40.2K 0.27% 89
2024
Q2 		$3.05M Sell
13,815
-81
-0.6% -$18.5K 0.23% 99
2024
Q1 		$3.54M Hold
13,896
– – 0.28% 87
2023
Q4 		$3.09M Hold
13,896
– – 0.27% 92
2023
Q3 		$2.89M Hold
13,896
– – 0.29% 82
2023
Q2 		$3.14M Hold
13,896
– – 0.32% 75
2023
Q1 		$2.78M Hold
13,896
– – 0.3% 80
2022
Q4 		$2.77M Sell
13,896
-834
-6% -$167K 0.31% 77
2022
Q3 		$2.77M Sell
14,730
-254
-2% -$49.5K 0.26% 70
2022
Q2 		$2.62M Sell
14,984
-111
-0.7% -$21.4K 0.31% 74
2022
Q1 		$3.05M Sell
15,095
-400
-3% -$92K 0.32% 71
2021
Q4 		$4M Buy
15,495
+41
+0.3% +$9.75K 0.42% 55
2021
Q3 		$3.13M Sell
15,454
-1,040
-6% -$207K 0.36% 65
2021
Q2 		$3.2M Sell
16,494
-796
-5% -$156K 0.36% 63
2021
Q1 		$3.29M Buy
17,290
+497
+3% +$85.3K 0.38% 60
2020
Q4 		$2.69M Buy
16,793
+8,143
+94% +$1.32M 0.36% 59
2020
Q3 		$1.44M Sell
8,650
-39
-0.4% -$6.01K 0.4% 40
2020
Q2 		$1.17M Buy
8,689
+39
+0.5% +$4.45K 0.34% 47
2020
Q1 		$744K Hold
8,650
– – 0.28% 54
2019
Q4 		$1.04M Hold
8,650
– – 0.33% 56
2019
Q3 		$951K Hold
8,650
– – 0.33% 58
2019
Q2 		$873K Hold
8,650
– – 0.45% 46
2019
Q1 		$947K Hold
8,650
– – 0.54% 41
2018
Q4 		$790K Buy
+8,650
New +$834K 0.66% 38

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

Principle Wealth Partners's LOW Position: Q2 2026 in Review

Principle Wealth Partners reduced its Lowe's Companies (LOW) stake by 1.8% in Q2 2026, selling an estimated $55.2K and leaving 13,273 shares worth $2.93M. The position accounts for 0.14% of the portfolio, ranked #121.

Principle Wealth Partners first reported a position in LOW in Q4 2018 and has held it in 31 quarters since. The position peaked at $4M in Q4 2021. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Principle Wealth Partners held 13,273 shares of Lowe's Companies worth $2.93M as of Q2 2026.
  • Principle Wealth Partners sold 243 Lowe's Companies shares in Q2 2026, an estimated $55.2K.
  • Lowe's Companies made up 0.14% of Principle Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Principle Wealth Partners first reported a position in Lowe's Companies in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's Lowe's Companies position peaked at $4M in Q4 2021.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.