SC&H Financial Advisors’s Lowe's Companies LOW Stock Holding History

SC&H Financial 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	$478K	Hold	2,169	–	–	0.06%	97
2026 Q1	$513K	Sell	2,169 -351	-14%	-$91.5K	0.08%	90
2025 Q4	$608K	Buy	2,520 +2	+0.1%	+$480	0.09%	87
2025 Q3	$633K	Sell	2,518 -349	-12%	-$85.7K	0.1%	84
2025 Q2	$636K	Hold	2,867	–	–	0.11%	84
2025 Q1	$669K	Hold	2,867	–	–	0.13%	81
2024 Q4	$708K	Hold	2,867	–	–	0.15%	79
2024 Q3	$777K	Buy	2,867 +3	+0.1%	+$727	0.17%	74
2024 Q2	$631K	Buy	2,864 +3	+0.1%	+$684	0.15%	81
2024 Q1	$729K	Buy	2,861 +4	+0.1%	+$920	0.19%	75
2023 Q4	$636K	Buy	2,857 +688	+32%	+$139K	0.18%	79
2023 Q3	$451K	Hold	2,169	–	–	0.15%	94
2023 Q2	$490K	Sell	2,169 -9	-0.4%	-$1.87K	0.16%	89
2023 Q1	$435K	Buy	2,178 +17	+0.8%	+$3.45K	0.16%	92
2022 Q4	$431K	Hold	2,161	–	–	0.18%	87
2022 Q3	$406K	Sell	2,161 -180	-8%	-$35.1K	0.2%	85
2022 Q2	$409K	Sell	2,341 -47	-2%	-$9.06K	0.19%	94
2022 Q1	$483K	Sell	2,388 -38	-2%	-$8.74K	0.23%	92
2021 Q4	$627K	Buy	+2,426	New	+$577K	0.35%	66

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SC&H Financial Advisors's LOW Position: Q2 2026 in Review

SC&H Financial Advisors held its Lowe's Companies (LOW) position steady in Q2 2026 at 2,169 shares worth $478K. The position accounts for 0.06% of the portfolio, ranked #97.

SC&H Financial Advisors first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $777K in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

SC&H Financial Advisors held 2,169 shares of Lowe's Companies worth $478K as of Q2 2026.
SC&H Financial Advisors left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.06% of SC&H Financial Advisors's portfolio in Q2 2026, its #97 holding.
SC&H Financial Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's Lowe's Companies position peaked at $777K in Q3 2024.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.