Ritter Daniher Financial Advisory’s Lowe's Companies LOW Stock Holding History

Ritter Daniher Financial Advisory’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	$284K	Sell	1,287 -26	-2%	-$5.91K	0.04%	142
2026 Q1	$310K	Buy	1,313 +4	+0.3%	+$1.04K	0.05%	131
2025 Q4	$316K	Buy	1,309 +4	+0.3%	+$960	0.05%	132
2025 Q3	$328K	Buy	1,305 +1,082	+485%	+$266K	0.06%	121
2025 Q2	$49.5K	Hold	223	–	–	0.01%	177
2025 Q1	$52K	Hold	223	–	–	0.01%	162
2024 Q4	$55K	Hold	223	–	–	0.02%	153
2024 Q3	$60.4K	Hold	223	–	–	0.02%	141
2024 Q2	$49.2K	Buy	223 +95	+74%	+$21.7K	0.02%	153
2024 Q1	$32.6K	Hold	128	–	–	0.01%	175
2023 Q4	$28.5K	Hold	128	–	–	0.01%	179
2023 Q3	$26.6K	Hold	128	–	–	0.01%	172
2023 Q2	$28.9K	Hold	128	–	–	0.01%	162
2023 Q1	$25.6K	Buy	128 +100	+357%	+$20.3K	0.01%	168
2022 Q4	$5.58K	Hold	28	–	–	﹤0.01%	223
2022 Q3	$5K	Hold	28	–	–	﹤0.01%	199
2022 Q2	$5K	Hold	28	–	–	﹤0.01%	195
2022 Q1	$6K	Hold	28	–	–	﹤0.01%	191
2021 Q4	$7K	Hold	28	–	–	﹤0.01%	175
2021 Q3	$6K	Hold	28	–	–	﹤0.01%	177
2021 Q2	$5K	Hold	28	–	–	﹤0.01%	175
2021 Q1	$5K	Hold	28	–	–	﹤0.01%	166
2020 Q4	$4K	Buy	+28	New	+$4.55K	﹤0.01%	163

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

Ritter Daniher Financial Advisory's LOW Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Lowe's Companies (LOW) stake by 2% in Q2 2026, selling an estimated $5.91K and leaving 1,287 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #142.

Ritter Daniher Financial Advisory first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $328K in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Ritter Daniher Financial Advisory held 1,287 shares of Lowe's Companies worth $284K as of Q2 2026.
Ritter Daniher Financial Advisory sold 26 Lowe's Companies shares in Q2 2026, an estimated $5.91K.
Lowe's Companies made up 0.04% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #142 holding.
Ritter Daniher Financial Advisory first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Lowe's Companies position peaked at $328K in Q3 2025.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.