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Roxbury Financial’s Lowe's Companies LOW Stock Holding History

Roxbury Financial’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 		$1.4M Buy
6,359
+52
+0.8% +$11.8K 1.11% 22
2026
Q1 		$1.49M Sell
6,307
-207
-3% -$54K 1.34% 20
2025
Q4 		$1.57M Buy
6,514
+5
+0.1% +$1.2K 1.41% 18
2025
Q3 		$1.64M Sell
6,509
-64
-1% -$15.7K 1.51% 16
2025
Q2 		$1.46M Buy
6,573
+32
+0.5% +$7.14K 1.42% 20
2025
Q1 		$1.63M Sell
6,541
-169
-3% -$41.6K 1.59% 18
2024
Q4 		$1.83M Buy
+6,710
New +$1.79M 1.76% 17

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

Roxbury Financial's LOW Position: Q2 2026 in Review

Roxbury Financial increased its Lowe's Companies (LOW) stake by 0.82% in Q2 2026, buying an estimated $11.8K and bringing the position to 6,359 shares worth $1.4M. The position accounts for 1.11% of the portfolio, ranked #22.

Roxbury Financial first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2024. 854 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Roxbury Financial held 6,359 shares of Lowe's Companies worth $1.4M as of Q2 2026.
  • Roxbury Financial bought 52 Lowe's Companies shares in Q2 2026, an estimated $11.8K.
  • Lowe's Companies made up 1.11% of Roxbury Financial's portfolio in Q2 2026, its #22 holding.
  • Roxbury Financial first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Lowe's Companies position peaked at $1.83M in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.