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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
5,373
+200
+4% +$45.4K 0.07% 115
2026
Q1
$1.22M Sell
5,173
-118
-2% -$30.8K 0.08% 100
2025
Q4
$1.28M Sell
5,291
-50
-0.9% -$12K 0.09% 94
2025
Q3
$1.34M Buy
5,341
+154
+3% +$37.8K 0.09% 91
2025
Q2
$1.15M Sell
5,187
-271
-5% -$60.5K 0.09% 93
2025
Q1
$1.27M Buy
5,458
+71
+1% +$17.5K 0.1% 93
2024
Q4
$1.33M Buy
5,387
+433
+9% +$116K 0.1% 90
2024
Q3
$1.34M Sell
4,954
-100
-2% -$24.2K 0.11% 84
2024
Q2
$1.11M Sell
5,054
-569
-10% -$130K 0.1% 88
2024
Q1
$1.43M Sell
5,623
-34
-0.6% -$7.82K 0.12% 80
2023
Q4
$1.26M Buy
5,657
+4
+0.1% +$811 0.12% 82
2023
Q3
$1.17M Sell
5,653
-942
-14% -$212K 0.12% 81
2023
Q2
$1.49M Buy
6,595
+179
+3% +$37.2K 0.15% 73
2023
Q1
$1.28M Sell
6,416
-7
-0.1% -$1.42K 0.14% 78
2022
Q4
$1.28M Buy
6,423
+45
+0.7% +$8.99K 0.14% 81
2022
Q3
$1.24M Sell
6,378
-26
-0.4% -$5.06K 0.14% 79
2022
Q2
$1.12M Buy
6,404
+48
+0.8% +$9.26K 0.13% 85
2022
Q1
$1.28M Buy
6,356
+1
+0% +$230 0.13% 86
2021
Q4
$1.64M Sell
6,355
-40
-0.6% -$9.51K 0.16% 78
2021
Q3
$1.3M Buy
6,395
+87
+1% +$17.3K 0.14% 78
2021
Q2
$1.22M Buy
6,308
+189
+3% +$37K 0.14% 79
2021
Q1
$1.16M Sell
6,119
-4,844
-44% -$831K 0.14% 79
2020
Q4
$1.76M Buy
10,963
+5,446
+99% +$885K 0.22% 55
2020
Q3
$915K Buy
5,517
+546
+11% +$84.1K 0.13% 68
2020
Q2
$672K Sell
4,971
-22
-0.4% -$2.51K 0.1% 76
2020
Q1
$430K Buy
4,993
+420
+9% +$45.9K 0.06% 81
2019
Q4
$548K Sell
4,573
-392
-8% -$44.8K 0.07% 100
2019
Q3
$546K Sell
4,965
-329
-6% -$34.7K 0.07% 85
2019
Q2
$548K Buy
5,294
+545
+11% +$57.5K 0.07% 82
2019
Q1
$520K Buy
4,749
+966
+26% +$96.4K 0.08% 75
2018
Q4
$349K Buy
3,783
+2
+0.1% +$193 0.06% 97
2018
Q3
$366K Buy
3,781
+339
+10% +$35.3K 0.06% 91
2018
Q2
$329K Buy
3,442
+492
+17% +$44.5K 0.05% 101
2018
Q1
$259K Buy
2,950
+219
+8% +$20.7K 0.04% 114
2017
Q4
$254K Buy
+2,731
New +$226K 0.04% 118

Other funds holding LOW

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

SFMG Wealth Advisors increased its Lowe's Companies (LOW) stake by 3.9% in Q2 2026, buying an estimated $45.4K and bringing the position to 5,373 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #115.

SFMG Wealth Advisors first reported a position in LOW in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.76M in Q4 2020. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • SFMG Wealth Advisors held 5,373 shares of Lowe's Companies worth $1.18M as of Q2 2026.
  • SFMG Wealth Advisors bought 200 Lowe's Companies shares in Q2 2026, an estimated $45.4K.
  • Lowe's Companies made up 0.07% of SFMG Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • SFMG Wealth Advisors first reported a position in Lowe's Companies in Q4 2017 and has held it in 35 quarters since.
  • SFMG Wealth Advisors's Lowe's Companies position peaked at $1.76M in Q4 2020.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.