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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prosperity Planning's LOW Position: Q2 2026 in Review

Prosperity Planning increased its Lowe's Companies (LOW) stake by 0.91% in Q2 2026, buying an estimated $2.04K and bringing the position to 995 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #111.

Prosperity Planning first reported a position in LOW in Q3 2021 and has held it in 15 quarters since. The position peaked at $267K in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Prosperity Planning held 995 shares of Lowe's Companies worth $219K as of Q2 2026.
Prosperity Planning bought 9 Lowe's Companies shares in Q2 2026, an estimated $2.04K.
Lowe's Companies made up 0.05% of Prosperity Planning's portfolio in Q2 2026, its #111 holding.
Prosperity Planning first reported a position in Lowe's Companies in Q3 2021 and has held it in 15 quarters since.
Prosperity Planning's Lowe's Companies position peaked at $267K in Q3 2024.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.