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Roehl & Yi Investment Advisors’s Lowe's Companies LOW Stock Holding History

Roehl & Yi Investment 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 		$35K Sell
27,756
-16
-0.1% -$3.63K 0.01% 190
2026
Q1 		$39.3K Hold
27,772
– – 0.01% 176
2025
Q4 		$39.5K Sell
27,772
-5
-0% -$1.2K 0.02% 166
2025
Q3 		$41.3K Buy
+27,777
New +$6.82M 0.02% 163

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

Roehl & Yi Investment Advisors's LOW Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Lowe's Companies (LOW) stake by 0.06% in Q2 2026, selling an estimated $3.63K and leaving 27,756 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #190.

Roehl & Yi Investment Advisors first reported a position in LOW in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.3K in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Roehl & Yi Investment Advisors held 27,756 shares of Lowe's Companies worth $35K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 16 Lowe's Companies shares in Q2 2026, an estimated $3.63K.
  • Lowe's Companies made up 0.01% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #190 holding.
  • Roehl & Yi Investment Advisors first reported a position in Lowe's Companies in Q3 2025 and has held it in 4 quarters since.
  • Roehl & Yi Investment Advisors's Lowe's Companies position peaked at $41.3K in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.