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Sagespring Wealth Partners’s Lowe's Companies LOW Stock Holding History

Sagespring Wealth Partners’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 		$1.99M Sell
9,029
-2,157
-19% -$490K 0.03% 218
2026
Q1 		$2.64M Buy
11,186
+1,351
+14% +$352K 0.05% 172
2025
Q4 		$2.37M Buy
9,835
+1,643
+20% +$394K 0.04% 170
2025
Q3 		$2.06M Buy
8,192
+342
+4% +$84K 0.04% 178
2025
Q2 		$1.74M Buy
7,850
+437
+6% +$97.5K 0.04% 189
2025
Q1 		$1.73M Buy
7,413
+1,210
+20% +$298K 0.04% 167
2024
Q4 		$1.53M Buy
+6,203
New +$1.66M 0.04% 166

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

Sagespring Wealth Partners's LOW Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Lowe's Companies (LOW) stake by 19% in Q2 2026, selling an estimated $490K and leaving 9,029 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #218.

Sagespring Wealth Partners first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q1 2026. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sagespring Wealth Partners held 9,029 shares of Lowe's Companies worth $1.99M as of Q2 2026.
  • Sagespring Wealth Partners sold 2,157 Lowe's Companies shares in Q2 2026, an estimated $490K.
  • Lowe's Companies made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #218 holding.
  • Sagespring Wealth Partners first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Lowe's Companies position peaked at $2.64M in Q1 2026.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.