SMA
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Sage Mountain Advisors’s Lowe's Companies LOW Stock Holding History

Sage Mountain 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 		– Sell
-959
Closed -$227K – 312
2026
Q1 		$227K Sell
959
-5,412
-85% -$1.41M 0.02% 188
2025
Q4 		$1.54M Sell
6,371
-71
-1% -$17K 0.08% 123
2025
Q3 		$1.62M Buy
6,442
+1,645
+34% +$404K 0.09% 114
2025
Q2 		$1.06M Buy
4,797
+333
+7% +$74.3K 0.07% 132
2025
Q1 		$1.04M Sell
4,464
-101
-2% -$24.9K 0.08% 114
2024
Q4 		$1.13M Buy
4,565
+73
+2% +$19.5K 0.08% 106
2024
Q3 		$1.22M Buy
4,492
+256
+6% +$62K 0.1% 96
2024
Q2 		$934K Buy
4,236
+366
+9% +$83.5K 0.09% 104
2024
Q1 		$986K Buy
3,870
+487
+14% +$112K 0.1% 96
2023
Q4 		$753K Buy
3,383
+280
+9% +$56.8K 0.09% 106
2023
Q3 		$645K Buy
3,103
+1,152
+59% +$259K 0.09% 99
2023
Q2 		$440K Buy
1,951
+69
+4% +$14.4K 0.06% 127
2023
Q1 		$376K Buy
+1,882
New +$382K 0.06% 136

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

Sage Mountain Advisors's LOW Position: Q2 2026 in Review

Sage Mountain Advisors sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 959 shares — an estimated $227K sold.

Sage Mountain Advisors first reported a position in LOW in Q1 2023 and held it in 13 quarters. The position peaked at $1.62M in Q3 2025. 2,648 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sage Mountain Advisors reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 959 Lowe's Companies shares in Q2 2026, an estimated $227K.
  • Sage Mountain Advisors first reported a position in Lowe's Companies in Q1 2023 and held it in 13 quarters.
  • Sage Mountain Advisors's Lowe's Companies position peaked at $1.62M in Q3 2025.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.