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Prosperity Planning’s Lowe's Companies LOW Stock Holding History

Prosperity Planning’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 		– Sell
-995
Closed -$219K – 122
2026
Q2 		$219K Buy
995
+9
+0.9% +$2.04K 0.05% 111
2026
Q1 		$233K Hold
986
– – 0.06% 103
2025
Q4 		$238K Hold
986
– – 0.06% 102
2025
Q3 		$248K Hold
986
– – 0.07% 102
2025
Q2 		$219K Hold
986
– – 0.06% 102
2025
Q1 		$230K Hold
986
– – 0.07% 98
2024
Q4 		$243K Hold
986
– – 0.08% 97
2024
Q3 		$267K Hold
986
– – 0.08% 95
2024
Q2 		$217K Hold
986
– – 0.07% 98
2024
Q1 		$251K Hold
986
– – 0.09% 87
2023
Q4 		$219K Hold
986
– – 0.08% 89
2023
Q3 		$205K Hold
986
– – 0.09% 86
2023
Q2 		$223K Buy
+986
New +$205K 0.09% 85
2022
Q1 		– Sell
-986
Closed -$255K – 96
2021
Q4 		$255K Hold
986
– – 0.13% 67
2021
Q3 		$200K Buy
+986
New +$197K 0.11% 73

Other funds holding LOW

HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Prosperity Planning's LOW Position: Q3 2026 in Review

Prosperity Planning sold out of Lowe's Companies (LOW) in Q3 2026, closing a stake of 995 shares — an estimated $219K sold.

Prosperity Planning first reported a position in LOW in Q3 2021 and held it in 15 quarters. The position peaked at $267K in Q3 2024. 123 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Prosperity Planning reported no remaining Lowe's Companies position as of Q3 2026 after selling out during the quarter.
  • Prosperity Planning sold 995 Lowe's Companies shares in Q3 2026, an estimated $219K.
  • Prosperity Planning first reported a position in Lowe's Companies in Q3 2021 and held it in 15 quarters.
  • Prosperity Planning's Lowe's Companies position peaked at $267K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.