Schrum Private Wealth Management’s Lowe's Companies LOW Stock Holding History

Schrum Private Wealth Management’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	$245K	Sell	1,111 -552	-33%	-$125K	0.25%	94
2026 Q1	$393K	Hold	1,663	–	–	0.3%	83
2025 Q4	$401K	Hold	1,663	–	–	0.3%	77
2025 Q3	$418K	Buy	1,663 +551	+50%	+$135K	0.31%	81
2025 Q2	$247K	Buy	1,112 +1	+0.1%	+$223	0.2%	110
2025 Q1	$259K	Hold	1,111	–	–	0.23%	104
2024 Q4	$274K	Sell	1,111 -461	-29%	-$123K	0.23%	102
2024 Q3	$426K	Buy	1,572 +261	+20%	+$63.2K	0.22%	104
2024 Q2	$289K	Buy	1,311 +1	+0.1%	+$228	0.26%	92
2024 Q1	$334K	Buy	+1,310	New	+$301K	0.3%	81
2023 Q4	–	Sell	-1,310	Closed	-$272K	–	106
2023 Q3	$272K	Hold	1,310	–	–	0.31%	84
2023 Q2	$296K	Hold	1,310	–	–	0.32%	79
2023 Q1	$262K	Hold	1,310	–	–	0.3%	87
2022 Q4	$261K	Sell	1,310 -740	-36%	-$148K	0.31%	90
2022 Q3	$385K	Hold	2,050	–	–	0.49%	60
2022 Q2	$358K	Hold	2,050	–	–	0.4%	72
2022 Q1	$414K	Buy	2,050 +22	+1%	+$5.06K	0.42%	72
2021 Q4	$524K	Buy	+2,028	New	+$482K	0.48%	58

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

Schrum Private Wealth Management's LOW Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Lowe's Companies (LOW) stake by 33% in Q2 2026, selling an estimated $125K and leaving 1,111 shares worth $245K. The position accounts for 0.25% of the portfolio, ranked #94.

Schrum Private Wealth Management first reported a position in LOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $524K in Q4 2021. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Schrum Private Wealth Management held 1,111 shares of Lowe's Companies worth $245K as of Q2 2026.
Schrum Private Wealth Management sold 552 Lowe's Companies shares in Q2 2026, an estimated $125K.
Lowe's Companies made up 0.25% of Schrum Private Wealth Management's portfolio in Q2 2026, its #94 holding.
Schrum Private Wealth Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Lowe's Companies position peaked at $524K in Q4 2021.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.