SWM
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Shelton Wealth Management’s Lowe's Companies LOW Stock Holding History

Shelton 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 		– Sell
-1,382
Closed -$326K – 156
2026
Q1 		$326K Hold
1,382
– – 0.14% 105
2025
Q4 		$333K Buy
1,382
+133
+11% +$31.9K 0.14% 107
2025
Q3 		$314K Buy
1,249
+41
+3% +$10.1K 0.14% 108
2025
Q2 		$268K Hold
1,208
– – 0.13% 110
2025
Q1 		$282K Hold
1,208
– – 0.15% 106
2024
Q4 		$298K Hold
1,208
– – 0.15% 108
2024
Q3 		$327K Sell
1,208
-100
-8% -$24.2K 0.18% 105
2024
Q2 		$288K Sell
1,308
-195
-13% -$44.5K 0.16% 113
2024
Q1 		$383K Sell
1,503
-28
-2% -$6.44K 0.24% 91
2023
Q4 		$341K Buy
1,531
+186
+14% +$37.7K 0.24% 79
2023
Q3 		$280K Sell
1,345
-1
-0.1% -$225 0.22% 48
2023
Q2 		$304K Buy
1,346
+26
+2% +$5.41K 0.24% 48
2023
Q1 		$264K Buy
+1,320
New +$268K 0.21% 50

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 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
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Shelton Wealth Management sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 1,382 shares — an estimated $326K sold.

Shelton Wealth Management first reported a position in LOW in Q1 2023 and held it in 13 quarters. The position peaked at $383K in Q1 2024. 513 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Shelton Wealth Management reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 1,382 Lowe's Companies shares in Q2 2026, an estimated $326K.
  • Shelton Wealth Management first reported a position in Lowe's Companies in Q1 2023 and held it in 13 quarters.
  • Shelton Wealth Management's Lowe's Companies position peaked at $383K in Q1 2024.
  • 513 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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