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Sax Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Sax Wealth 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 		$821K Buy
3,473
+1,009
+41% +$229K 0.03% 257
2026
Q1 		$594K Sell
2,464
-170
-6% -$44.3K 0.03% 262
2025
Q4 		$635K Buy
2,634
+641
+32% +$154K 0.03% 255
2025
Q3 		$501K Buy
1,993
+345
+21% +$84.8K 0.03% 271
2025
Q2 		$366K Buy
1,648
+750
+84% +$167K 0.02% 306
2025
Q1 		$209K Buy
+898
New +$221K 0.02% 346

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors's LOW Position: Q2 2026 in Review

Sax Wealth Advisors increased its Lowe's Companies (LOW) stake by 41% in Q2 2026, buying an estimated $229K and bringing the position to 3,473 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #257.

Sax Wealth Advisors first reported a position in LOW in Q1 2025 and has held it in 6 quarters since. 628 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sax Wealth Advisors held 3,473 shares of Lowe's Companies worth $821K as of Q2 2026.
  • Sax Wealth Advisors bought 1,009 Lowe's Companies shares in Q2 2026, an estimated $229K.
  • Lowe's Companies made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #257 holding.
  • Sax Wealth Advisors first reported a position in Lowe's Companies in Q1 2025 and has held it in 6 quarters since.
  • 628 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.