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 Q3	$1.1M	Sell	5,975 -384	-6%	-$79.7K	0.84%	33
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Roxbury Financial's LOW Position: Q3 2026 in Review

Roxbury Financial reduced its Lowe's Companies (LOW) stake by 6% in Q3 2026, selling an estimated $79.7K and leaving 5,975 shares worth $1.1M. The position accounts for 0.84% of the portfolio, ranked #33.

Roxbury Financial first reported a position in LOW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2024. 1,501 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Roxbury Financial held 5,975 shares of Lowe's Companies worth $1.1M as of Q3 2026.
Roxbury Financial sold 384 Lowe's Companies shares in Q3 2026, an estimated $79.7K.
Lowe's Companies made up 0.84% of Roxbury Financial's portfolio in Q3 2026, its #33 holding.
Roxbury Financial first reported a position in Lowe's Companies in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Lowe's Companies position peaked at $1.83M in Q4 2024.
1,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.