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Sequent Planning’s Lowe's Companies LOW Stock Holding History

Sequent Planning’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 		$288K Sell
1,307
-30
-2% -$6.81K 0.06% 224
2026
Q1 		$316K Sell
1,337
-17
-1% -$4.43K 0.08% 171
2025
Q4 		$327K Sell
1,354
-2,811
-67% -$675K 0.08% 166
2025
Q3 		$1.05M Buy
4,165
+12
+0.3% +$2.95K 0.3% 74
2025
Q2 		$922K Buy
4,153
+3
+0.1% +$670 0.29% 56
2025
Q1 		$968K Buy
4,150
+210
+5% +$51.7K 0.35% 49
2024
Q4 		$973K Sell
3,940
-66
-2% -$17.6K 0.36% 48
2024
Q3 		$1.08M Buy
4,006
+326
+9% +$79K 0.37% 45
2024
Q2 		$786K Sell
3,680
-388
-10% -$88.5K 0.27% 63
2024
Q1 		$1.04M Buy
+4,068
New +$935K 0.38% 45

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

Sequent Planning's LOW Position: Q2 2026 in Review

Sequent Planning reduced its Lowe's Companies (LOW) stake by 2.2% in Q2 2026, selling an estimated $6.81K and leaving 1,307 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #224.

Sequent Planning first reported a position in LOW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sequent Planning held 1,307 shares of Lowe's Companies worth $288K as of Q2 2026.
  • Sequent Planning sold 30 Lowe's Companies shares in Q2 2026, an estimated $6.81K.
  • Lowe's Companies made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #224 holding.
  • Sequent Planning first reported a position in Lowe's Companies in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's Lowe's Companies position peaked at $1.08M in Q3 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.