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Segment Wealth Management’s Lowe's Companies LOW Stock Holding History

Segment 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 		$914K Sell
4,147
-84
-2% -$19.1K 0.05% 183
2026
Q1 		$1,000K Sell
4,231
-119
-3% -$31K 0.06% 167
2025
Q4 		$1.05M Buy
4,350
+132
+3% +$31.7K 0.06% 164
2025
Q3 		$1.06M Hold
4,218
– – 0.06% 162
2025
Q2 		$936K Sell
4,218
-146
-3% -$32.6K 0.06% 164
2025
Q1 		$1.02M Buy
4,364
+2,798
+179% +$688K 0.07% 149
2024
Q4 		$386K Sell
1,566
-415
-21% -$111K 0.03% 207
2024
Q3 		$537K Sell
1,981
-4
-0.2% -$969 0.04% 181
2024
Q2 		$438K Sell
1,985
-201
-9% -$45.9K 0.03% 189
2024
Q1 		$557K Sell
2,186
-1,503
-41% -$346K 0.04% 177
2023
Q4 		$821K Buy
3,689
+1,242
+51% +$252K 0.07% 143
2023
Q3 		$509K Buy
2,447
+25
+1% +$5.62K 0.05% 157
2023
Q2 		$547K Buy
2,422
+64
+3% +$13.3K 0.06% 149
2023
Q1 		$472K Sell
2,358
-300
-11% -$60.9K 0.05% 145
2022
Q4 		$530K Hold
2,658
– – 0.06% 140
2022
Q3 		$499K Sell
2,658
-29
-1% -$5.65K 0.06% 135
2022
Q2 		$469K Buy
2,687
+34
+1% +$6.56K 0.06% 139
2022
Q1 		$536K Sell
2,653
-72
-3% -$16.6K 0.06% 158
2021
Q4 		$704K Buy
2,725
+461
+20% +$110K 0.07% 143
2021
Q3 		$459K Hold
2,264
– – 0.05% 160
2021
Q2 		$439K Buy
2,264
+300
+15% +$58.7K 0.05% 166
2021
Q1 		$374K Buy
1,964
+50
+3% +$8.58K 0.05% 169
2020
Q4 		$307K Hold
1,914
– – 0.04% 175
2020
Q3 		$317K Hold
1,914
– – 0.05% 162
2020
Q2 		$259K Buy
+1,914
New +$219K 0.05% 182
2020
Q1 		– Sell
-2,181
Closed -$261K – 210
2019
Q4 		$261K Buy
+2,181
New +$249K 0.04% 205
2018
Q4 		– Sell
-2,025
Closed -$233K – 203
2018
Q3 		$233K Sell
2,025
-91
-4% -$9.48K 0.05% 197
2018
Q2 		$202K Buy
+2,116
New +$192K 0.05% 197
2018
Q1 		– Sell
-2,341
Closed -$218K – 209
2017
Q4 		$218K Buy
+2,341
New +$194K 0.05% 187

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

Segment Wealth Management's LOW Position: Q2 2026 in Review

Segment Wealth Management reduced its Lowe's Companies (LOW) stake by 2% in Q2 2026, selling an estimated $19.1K and leaving 4,147 shares worth $914K. The position accounts for 0.05% of the portfolio, ranked #183.

Segment Wealth Management first reported a position in LOW in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.06M in Q3 2025. 654 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Segment Wealth Management held 4,147 shares of Lowe's Companies worth $914K as of Q2 2026.
  • Segment Wealth Management sold 84 Lowe's Companies shares in Q2 2026, an estimated $19.1K.
  • Lowe's Companies made up 0.05% of Segment Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Segment Wealth Management first reported a position in Lowe's Companies in Q4 2017 and has held it in 29 quarters since.
  • Segment Wealth Management's Lowe's Companies position peaked at $1.06M in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.