Proactive Wealth Strategies
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Proactive Wealth Strategies’s Lowe's Companies LOW Stock Holding History

Proactive Wealth Strategies’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
Q3 		$399K Sell
2,166
-726
-25% -$151K 0.06% 164
2026
Q2 		$637K Buy
2,892
+30
+1% +$6.81K 0.1% 132
2026
Q1 		$676K Buy
2,862
+1,437
+101% +$375K 0.13% 120
2025
Q4 		$344K Buy
1,425
+7
+0.5% +$1.68K 0.14% 115
2025
Q3 		$356K Buy
1,418
+8
+0.6% +$1.96K 0.15% 105
2025
Q2 		$313K Sell
1,410
-510
-27% -$114K 0.15% 107
2025
Q1 		$448K Buy
1,920
+8
+0.4% +$1.97K 0.24% 87
2024
Q4 		$472K Buy
1,912
+8
+0.4% +$2.14K 0.25% 84
2024
Q3 		$516K Buy
+1,904
New +$461K 0.29% 74

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Proactive Wealth Strategies's LOW Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Lowe's Companies (LOW) stake by 25% in Q3 2026, selling an estimated $151K and leaving 2,166 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #164.

Proactive Wealth Strategies first reported a position in LOW in Q3 2024 and has held it in 9 quarters since. The position peaked at $676K in Q1 2026. 2,195 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Proactive Wealth Strategies held 2,166 shares of Lowe's Companies worth $399K as of Q3 2026.
  • Proactive Wealth Strategies sold 726 Lowe's Companies shares in Q3 2026, an estimated $151K.
  • Lowe's Companies made up 0.06% of Proactive Wealth Strategies's portfolio in Q3 2026, its #164 holding.
  • Proactive Wealth Strategies first reported a position in Lowe's Companies in Q3 2024 and has held it in 9 quarters since.
  • Proactive Wealth Strategies's Lowe's Companies position peaked at $676K in Q1 2026.
  • 2,195 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.