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RKL Wealth Management’s Lowe's Companies LOW Stock Holding History

RKL Wealth Management’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 		$340K Buy
1,540
+90
+6% +$20.4K 0.03% 160
2026
Q1 		$343K Sell
1,450
-223
-13% -$58.2K 0.03% 150
2025
Q4 		$403K Sell
1,673
-63
-4% -$15.1K 0.03% 142
2025
Q3 		$436K Buy
1,736
+248
+17% +$60.9K 0.04% 134
2025
Q2 		$330K Sell
1,488
-266
-15% -$59.4K 0.03% 146
2025
Q1 		$409K Buy
1,754
+56
+3% +$13.8K 0.04% 133
2024
Q4 		$419K Sell
1,698
-196
-10% -$52.3K 0.04% 134
2024
Q3 		$513K Buy
1,894
+5
+0.3% +$1.21K 0.05% 100
2024
Q2 		$417K Sell
1,889
-124
-6% -$28.3K 0.04% 107
2024
Q1 		$513K Buy
2,013
+3
+0.1% +$690 0.05% 99
2023
Q4 		$447K Buy
2,010
+244
+14% +$49.5K 0.05% 102
2023
Q3 		$367K Sell
1,766
-26
-1% -$5.85K 0.04% 104
2023
Q2 		$405K Sell
1,792
-43
-2% -$8.94K 0.05% 105
2023
Q1 		$367K Buy
1,835
+130
+8% +$26.4K 0.05% 105
2022
Q4 		$340K Buy
1,705
+77
+5% +$15.4K 0.05% 111
2022
Q3 		$306K Buy
1,628
+3
+0.2% +$584 0.04% 114
2022
Q2 		$284K Buy
+1,625
New +$313K 0.04% 116

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RKL Wealth Management's LOW Position: Q2 2026 in Review

RKL Wealth Management increased its Lowe's Companies (LOW) stake by 6.2% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,540 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #160.

RKL Wealth Management first reported a position in LOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $513K in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • RKL Wealth Management held 1,540 shares of Lowe's Companies worth $340K as of Q2 2026.
  • RKL Wealth Management bought 90 Lowe's Companies shares in Q2 2026, an estimated $20.4K.
  • Lowe's Companies made up 0.03% of RKL Wealth Management's portfolio in Q2 2026, its #160 holding.
  • RKL Wealth Management first reported a position in Lowe's Companies in Q2 2022 and has held it in 17 quarters since.
  • RKL Wealth Management's Lowe's Companies position peaked at $513K in Q3 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.