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Regal Investment Advisors’s Lowe's Companies LOW Stock Holding History

Regal Investment 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
Q1 		$1.63M Sell
6,913
-194
-3% -$50.6K 0.09% 220
2025
Q4 		$1.71M Buy
7,107
+240
+3% +$57.6K 0.1% 210
2025
Q3 		$1.73M Buy
6,867
+336
+5% +$82.5K 0.11% 198
2025
Q2 		$1.45M Buy
6,531
+417
+7% +$93.1K 0.11% 189
2025
Q1 		$1.43M Sell
6,114
-3,357
-35% -$826K 0.12% 179
2024
Q4 		$2.34M Buy
9,471
+531
+6% +$142K 0.18% 137
2024
Q3 		$2.42M Buy
8,940
+287
+3% +$69.5K 0.17% 152
2024
Q2 		$1.91M Buy
8,653
+420
+5% +$95.8K 0.12% 179
2024
Q1 		$2.1M Sell
8,233
-574
-7% -$132K 0.14% 167
2023
Q4 		$1.96M Sell
8,807
-921
-9% -$187K 0.15% 157
2023
Q3 		$2.02M Buy
9,728
+965
+11% +$217K 0.17% 146
2023
Q2 		$1.98M Buy
8,763
+221
+3% +$46K 0.17% 145
2023
Q1 		$1.71M Sell
8,542
-12
-0.1% -$2.44K 0.15% 153
2022
Q4 		$1.7M Sell
8,554
-273
-3% -$54.6K 0.17% 138
2022
Q3 		$1.66M Buy
8,827
+1,008
+13% +$196K 0.17% 133
2022
Q2 		$1.37M Buy
7,819
+595
+8% +$115K 0.14% 145
2022
Q1 		$1.46M Sell
7,224
-475
-6% -$109K 0.13% 155
2021
Q4 		$1.99M Buy
7,699
+311
+4% +$73.9K 0.18% 127
2021
Q3 		$1.5M Buy
7,388
+827
+13% +$165K 0.15% 151
2021
Q2 		$1.27M Buy
+6,561
New +$1.28M 0.13% 166
2021
Q1 		– Sell
-6,218
Closed -$998K – 257
2020
Q4 		$998K Buy
+6,218
New +$1.01M 0.11% 179
2020
Q3 		– Sell
-5,614
Closed -$759K – 151
2020
Q2 		$759K Buy
+5,614
New +$641K 0.14% 146
2020
Q1 		– Sell
-5,592
Closed -$670K – 190
2019
Q4 		$670K Buy
5,592
+221
+4% +$25.3K 0.12% 167
2019
Q3 		$591K Sell
5,371
-467
-8% -$49.3K 0.12% 175
2019
Q2 		$589K Buy
5,838
+294
+5% +$31K 0.11% 173
2019
Q1 		$607K Sell
5,544
-455
-8% -$45.4K 0.12% 169
2018
Q4 		$554K Buy
5,999
+2,329
+63% +$225K 0.12% 177
2018
Q3 		$421K Sell
3,670
-1,889
-34% -$197K 0.09% 209
2018
Q2 		$531K Sell
5,559
-722
-11% -$65.3K 0.16% 155
2018
Q1 		$551K Sell
6,281
-24,790
-80% -$2.35M 0.12% 164
2017
Q4 		$2.89M Sell
31,071
-2,153
-6% -$178K 0.64% 43
2017
Q3 		$2.66M Sell
33,224
-4,239
-11% -$325K 0.62% 46
2017
Q2 		$2.9M Sell
37,463
-4,491
-11% -$367K 0.72% 37
2017
Q1 		$3.45M Sell
41,954
-5,239
-11% -$401K 0.9% 28
2016
Q4 		$3.36M Sell
47,193
-1,921
-4% -$136K 0.93% 30
2016
Q3 		$3.55M Sell
49,114
-2,625
-5% -$204K 1.01% 23
2016
Q2 		$4.1M Sell
51,739
-5,494
-10% -$425K 1.13% 16
2016
Q1 		$4.33M Sell
57,233
-4,146
-7% -$293K 1.17% 17
2015
Q4 		$4.67M Buy
61,379
+936
+2% +$69.5K 1.21% 13
2015
Q3 		$4.17M Buy
60,443
+5,953
+11% +$409K 1.08% 13
2015
Q2 		$3.65M Buy
54,490
+1,548
+3% +$110K 0.99% 17
2015
Q1 		$3.94M Buy
52,942
+1,515
+3% +$109K 0.97% 16
2014
Q4 		$3.54M Buy
51,427
+692
+1% +$41.4K 0.95% 17
2014
Q3 		$2.69M Buy
50,735
+3,559
+8% +$180K 0.81% 33
2014
Q2 		$2.26M Buy
47,176
+46,495
+6,827% +$2.17M 0.81% 40
2014
Q1 		$33K Buy
681
+81
+14% +$3.91K 0.01% 424
2013
Q4 		$30K Sell
600
-81
-12% -$3.94K 0.02% 375
2013
Q3 		$32K Hold
681
– – 0.02% 380
2013
Q2 		$28K Buy
+681
New +$27.4K 0.02% 386

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's LOW Position: Q1 2026 in Review

Regal Investment Advisors reduced its Lowe's Companies (LOW) stake by 2.7% in Q1 2026, selling an estimated $50.6K and leaving 6,913 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #220.

Regal Investment Advisors first reported a position in LOW in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.67M in Q4 2015. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Regal Investment Advisors held 6,913 shares of Lowe's Companies worth $1.63M as of Q1 2026.
  • Regal Investment Advisors sold 194 Lowe's Companies shares in Q1 2026, an estimated $50.6K.
  • Lowe's Companies made up 0.09% of Regal Investment Advisors's portfolio in Q1 2026, its #220 holding.
  • Regal Investment Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Lowe's Companies position peaked at $4.67M in Q4 2015.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.