SMA
LOW icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Mountain Advisors's LOW Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Lowe's Companies (LOW) stake by 85% in Q1 2026, selling an estimated $1.41M and leaving 959 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #188.

Sage Mountain Advisors first reported a position in LOW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.62M in Q3 2025. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Sage Mountain Advisors held 959 shares of Lowe's Companies worth $227K as of Q1 2026.
  • Sage Mountain Advisors sold 5,412 Lowe's Companies shares in Q1 2026, an estimated $1.41M.
  • Lowe's Companies made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #188 holding.
  • Sage Mountain Advisors first reported a position in Lowe's Companies in Q1 2023 and has held it in 13 quarters since.
  • Sage Mountain Advisors's Lowe's Companies position peaked at $1.62M in Q3 2025.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.