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

Rockline 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 		$3.67M Buy
16,640
+140
+0.8% +$31.8K 0.7% 43
2026
Q1 		$3.9M Buy
16,500
+24
+0.1% +$6.26K 0.85% 38
2025
Q4 		$3.97M Buy
16,476
+815
+5% +$196K 0.81% 34
2025
Q3 		$3.94M Buy
15,661
+123
+0.8% +$30.2K 0.81% 35
2025
Q2 		$3.45M Buy
15,538
+8
+0.1% +$1.78K 0.82% 35
2025
Q1 		$3.62M Buy
15,530
+374
+2% +$92K 1.01% 32
2024
Q4 		$3.74M Buy
15,156
+679
+5% +$181K 1% 34
2024
Q3 		$3.92M Buy
14,477
+332
+2% +$80.4K 1.11% 27
2024
Q2 		$3.12M Buy
14,145
+213
+2% +$48.6K 0.96% 30
2024
Q1 		$3.55M Buy
13,932
+347
+3% +$79.8K 1.24% 26
2023
Q4 		$3.02M Buy
+13,585
New +$2.75M 1.26% 27

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

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

Rockline Wealth Management increased its Lowe's Companies (LOW) stake by 0.85% in Q2 2026, buying an estimated $31.8K and bringing the position to 16,640 shares worth $3.67M. The position accounts for 0.7% of the portfolio, ranked #43.

Rockline Wealth Management first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.97M in Q4 2025. 2,635 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Rockline Wealth Management held 16,640 shares of Lowe's Companies worth $3.67M as of Q2 2026.
  • Rockline Wealth Management bought 140 Lowe's Companies shares in Q2 2026, an estimated $31.8K.
  • Lowe's Companies made up 0.7% of Rockline Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Rockline Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Lowe's Companies position peaked at $3.97M in Q4 2025.
  • 2,635 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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