RWB
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RMR Wealth Builders’s Lowe's Companies LOW Stock Holding History

RMR Wealth Builders’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 		$293K Sell
1,329
-733
-36% -$166K 0.02% 257
2026
Q1 		$487K Buy
2,062
+55
+3% +$14.3K 0.04% 177
2025
Q4 		$484K Sell
2,007
-1,021
-34% -$245K 0.04% 179
2025
Q3 		$761K Buy
3,028
+90
+3% +$22.1K 0.06% 135
2025
Q2 		$652K Buy
2,938
+142
+5% +$31.7K 0.06% 149
2025
Q1 		$652K Sell
2,796
-184
-6% -$45.3K 0.07% 133
2024
Q4 		$735K Buy
2,980
+501
+20% +$134K 0.08% 129
2024
Q3 		$671K Sell
2,479
-688
-22% -$167K 0.07% 127
2024
Q2 		$698K Sell
3,167
-8
-0.3% -$1.82K 0.08% 124
2024
Q1 		$809K Buy
3,175
+1,446
+84% +$332K 0.1% 113
2023
Q4 		$385K Buy
1,729
+253
+17% +$51.3K 0.05% 169
2023
Q3 		$307K Buy
1,476
+12
+0.8% +$2.7K 0.05% 184
2023
Q2 		$330K Buy
1,464
+2
+0.1% +$416 0.06% 161
2023
Q1 		$292K Sell
1,462
-2
-0.1% -$406 0.06% 166
2022
Q4 		$292K Sell
1,464
-47
-3% -$9.39K 0.07% 141
2022
Q3 		$284K Sell
1,511
-442
-23% -$86.1K 0.07% 141
2022
Q2 		$341K Sell
1,953
-62
-3% -$12K 0.09% 134
2022
Q1 		$407K Buy
2,015
+544
+37% +$125K 0.09% 132
2021
Q4 		$380K Sell
1,471
-1,963
-57% -$467K 0.11% 83
2021
Q3 		$697K Buy
3,434
+201
+6% +$40.1K 0.2% 74
2021
Q2 		$627K Sell
3,233
-470
-13% -$92K 0.21% 82
2021
Q1 		$704K Buy
3,703
+1,442
+64% +$247K 0.18% 81
2020
Q4 		$363K Sell
2,261
-2,760
-55% -$448K 0.18% 93
2020
Q3 		$833K Buy
5,021
+2,046
+69% +$315K 0.22% 76
2020
Q2 		$402K Buy
+2,975
New +$340K 0.36% 64
2019
Q4 		$378K Buy
+3,155
New +$361K 0.36% 58

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

RMR Wealth Builders's LOW Position: Q2 2026 in Review

RMR Wealth Builders reduced its Lowe's Companies (LOW) stake by 36% in Q2 2026, selling an estimated $166K and leaving 1,329 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #257.

RMR Wealth Builders first reported a position in LOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $833K in Q3 2020. 931 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • RMR Wealth Builders held 1,329 shares of Lowe's Companies worth $293K as of Q2 2026.
  • RMR Wealth Builders sold 733 Lowe's Companies shares in Q2 2026, an estimated $166K.
  • Lowe's Companies made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #257 holding.
  • RMR Wealth Builders first reported a position in Lowe's Companies in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Lowe's Companies position peaked at $833K in Q3 2020.
  • 931 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.