Quantum Financial Advisors
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Quantum Financial Advisors’s Lowe's Companies LOW Stock Holding History

Quantum Financial Advisors’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 		$478K Buy
2,593
+13
+0.5% +$2.7K 0.05% 125
2026
Q2 		$569K Sell
2,580
-43
-2% -$9.8K 0.06% 114
2026
Q1 		$620K Buy
2,623
+46
+2% +$12K 0.07% 93
2025
Q4 		$621K Buy
2,577
+1,720
+201% +$413K 0.07% 97
2025
Q3 		$215K Buy
+857
New +$211K 0.03% 187
2025
Q2 		– Sell
-1,224
Closed -$285K – 189
2025
Q1 		$285K Sell
1,224
-130
-10% -$32K 0.04% 128
2024
Q4 		$334K Sell
1,354
-16
-1% -$4.27K 0.05% 117
2024
Q3 		$371K Sell
1,370
-102
-7% -$24.7K 0.06% 107
2024
Q2 		$324K Sell
1,472
-3
-0.2% -$684 0.06% 111
2024
Q1 		$376K Sell
1,475
-32
-2% -$7.36K 0.07% 97
2023
Q4 		$335K Sell
1,507
-11
-0.7% -$2.23K 0.08% 73
2023
Q3 		$315K Sell
1,518
-55
-3% -$12.4K 0.09% 75
2023
Q2 		$355K Hold
1,573
– – 0.1% 57
2023
Q1 		$314K Hold
1,573
– – 0.1% 60
2022
Q4 		$313K Buy
1,573
+9
+0.6% +$1.8K 0.14% 52
2022
Q3 		$294K Buy
1,564
+1
+0.1% +$195 0.13% 49
2022
Q2 		$315K Buy
+1,563
New +$301K 0.12% 54

Other funds holding LOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Quantum Financial Advisors's LOW Position: Q3 2026 in Review

Quantum Financial Advisors increased its Lowe's Companies (LOW) stake by 0.5% in Q3 2026, buying an estimated $2.7K and bringing the position to 2,593 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #125.

Quantum Financial Advisors first reported a position in LOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $621K in Q4 2025. 1,620 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Quantum Financial Advisors held 2,593 shares of Lowe's Companies worth $478K as of Q3 2026.
  • Quantum Financial Advisors bought 13 Lowe's Companies shares in Q3 2026, an estimated $2.7K.
  • Lowe's Companies made up 0.05% of Quantum Financial Advisors's portfolio in Q3 2026, its #125 holding.
  • Quantum Financial Advisors first reported a position in Lowe's Companies in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Lowe's Companies position peaked at $621K in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.