SWM
LOW icon

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

SHP 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 		$228K Sell
1,032
-14
-1% -$3.18K 0.02% 280
2026
Q1 		$247K Buy
1,046
+52
+5% +$13.6K 0.02% 230
2025
Q4 		$239K Buy
+994
New +$239K 0.02% 227

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Lowe's Companies (LOW) stake by 1.3% in Q2 2026, selling an estimated $3.18K and leaving 1,032 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #280.

SHP Wealth Management first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 2,655 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • SHP Wealth Management held 1,032 shares of Lowe's Companies worth $228K as of Q2 2026.
  • SHP Wealth Management sold 14 Lowe's Companies shares in Q2 2026, an estimated $3.18K.
  • Lowe's Companies made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #280 holding.
  • SHP Wealth Management first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Lowe's Companies position peaked at $247K in Q1 2026.
  • 2,655 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.