SAG
LOW icon

SageView Advisory Group’s Lowe's Companies LOW Stock Holding History

SageView Advisory Group’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 		$1.52M Sell
6,894
-88
-1% -$20K 0.05% 190
2026
Q1 		$1.65M Sell
6,982
-115
-2% -$30K 0.06% 163
2025
Q4 		$1.71M Sell
7,097
-90
-1% -$21.6K 0.06% 177
2025
Q3 		$1.81M Buy
7,187
+233
+3% +$57.2K 0.06% 172
2025
Q2 		$1.6M Sell
6,954
-239
-3% -$53.3K 0.06% 173
2025
Q1 		$1.68M Buy
7,193
+162
+2% +$39.9K 0.07% 142
2024
Q4 		$1.74M Buy
7,031
+324
+5% +$86.5K 0.07% 138
2024
Q3 		$1.82M Sell
6,707
-1,563
-19% -$379K 0.09% 123
2024
Q2 		$1.82M Buy
+8,270
New +$1.89M 0.08% 136
2024
Q1 		– Sell
-8,980
Closed -$1.93M – 656
2023
Q4 		$1.93M Buy
8,980
+5,768
+180% +$1.17M 0.08% 146
2023
Q3 		$668K Buy
3,212
+74
+2% +$16.6K 0.04% 279
2023
Q2 		$708K Buy
3,138
+399
+15% +$83K 0.04% 284
2023
Q1 		$548K Sell
2,739
-110
-4% -$22.3K 0.03% 290
2022
Q4 		$568K Buy
+2,849
New +$569K 0.05% 225

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

SageView Advisory Group's LOW Position: Q2 2026 in Review

SageView Advisory Group reduced its Lowe's Companies (LOW) stake by 1.3% in Q2 2026, selling an estimated $20K and leaving 6,894 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #190.

SageView Advisory Group first reported a position in LOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.93M in Q4 2023. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • SageView Advisory Group held 6,894 shares of Lowe's Companies worth $1.52M as of Q2 2026.
  • SageView Advisory Group sold 88 Lowe's Companies shares in Q2 2026, an estimated $20K.
  • Lowe's Companies made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #190 holding.
  • SageView Advisory Group first reported a position in Lowe's Companies in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Lowe's Companies position peaked at $1.93M in Q4 2023.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.