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Regent Peak Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Regent Peak Wealth 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
Q2 		$499K Sell
2,265
-187
-8% -$42.5K 0.09% 95
2026
Q1 		$579K Buy
2,452
+60
+3% +$15.6K 0.12% 77
2025
Q4 		$577K Buy
2,392
+38
+2% +$9.12K 0.11% 78
2025
Q3 		$592K Buy
+2,354
New +$578K 0.12% 77
2025
Q1 		$439K Buy
1,883
+27
+1% +$6.64K 0.1% 89
2024
Q4 		$458K Buy
1,856
+4
+0.2% +$1.07K 0.1% 92
2024
Q3 		$502K Buy
1,852
+11
+0.6% +$2.66K 0.12% 87
2024
Q2 		$406K Sell
1,841
-26
-1% -$5.93K 0.09% 98
2024
Q1 		$476K Sell
1,867
-23
-1% -$5.29K 0.12% 88
2023
Q4 		$421K Sell
1,890
-85
-4% -$17.2K 0.11% 89
2023
Q3 		$410K Buy
1,975
+8
+0.4% +$1.8K 0.13% 87
2023
Q2 		$444K Sell
1,967
-32
-2% -$6.66K 0.13% 81
2023
Q1 		$400K Sell
1,999
-388
-16% -$78.8K 0.12% 88
2022
Q4 		$476K Buy
2,387
+22
+0.9% +$4.4K 0.16% 86
2022
Q3 		$444K Buy
2,365
+23
+1% +$4.48K 0.16% 87
2022
Q2 		$409K Buy
2,342
+14
+0.6% +$2.7K 0.13% 95
2022
Q1 		$471K Buy
2,328
+10
+0.4% +$2.3K 0.14% 90
2021
Q4 		$599K Buy
2,318
+29
+1% +$6.89K 0.16% 81
2021
Q3 		$464K Buy
2,289
+19
+0.8% +$3.79K 0.13% 98
2021
Q2 		$437K Buy
2,270
+392
+21% +$76.7K 0.12% 100
2021
Q1 		$357K Buy
1,878
+25
+1% +$4.29K 0.12% 105
2020
Q4 		$297K Buy
1,853
+157
+9% +$25.5K 0.1% 112
2020
Q3 		$281K Buy
1,696
+173
+11% +$26.6K 0.12% 99
2020
Q2 		$206K Buy
+1,523
New +$174K 0.09% 115

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Regent Peak Wealth Advisors's LOW Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Lowe's Companies (LOW) stake by 7.6% in Q2 2026, selling an estimated $42.5K and leaving 2,265 shares worth $499K. The position accounts for 0.09% of the portfolio, ranked #95.

Regent Peak Wealth Advisors first reported a position in LOW in Q2 2020 and has held it in 24 quarters since. The position peaked at $599K in Q4 2021. 550 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,265 shares of Lowe's Companies worth $499K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 187 Lowe's Companies shares in Q2 2026, an estimated $42.5K.
  • Lowe's Companies made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Regent Peak Wealth Advisors first reported a position in Lowe's Companies in Q2 2020 and has held it in 24 quarters since.
  • Regent Peak Wealth Advisors's Lowe's Companies position peaked at $599K in Q4 2021.
  • 550 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.