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Simplicity Wealth’s Lowe's Companies LOW Stock Holding History

Simplicity Wealth’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 		$1.67M Buy
7,570
+1,382
+22% +$314K 0.06% 316
2026
Q1 		$1.46M Buy
6,188
+186
+3% +$48.5K 0.08% 227
2025
Q4 		$1.45M Sell
6,002
-4,613
-43% -$1.11M 0.09% 223
2025
Q3 		$2.67M Sell
10,615
-5,635
-35% -$1.38M 0.15% 146
2025
Q2 		$3.61M Buy
16,250
+5,766
+55% +$1.29M 0.15% 141
2025
Q1 		$2.45M Buy
10,484
+4,174
+66% +$1.03M 0.19% 131
2024
Q4 		$1.56M Sell
6,310
-5,810
-48% -$1.55M 0.32% 54
2024
Q3 		$3.28M Sell
12,120
-10,992
-48% -$2.66M 0.3% 74
2024
Q2 		$5.1M Sell
23,112
-443
-2% -$101K 0.12% 179
2024
Q1 		$6M Buy
23,555
+18,388
+356% +$4.23M 0.14% 144
2023
Q4 		$1.15M Buy
5,167
+331
+7% +$67.1K 0.45% 38
2023
Q3 		$1.01M Buy
4,836
+41
+0.9% +$9.22K 0.59% 29
2023
Q2 		$1.08M Sell
4,795
-167
-3% -$34.7K 0.67% 29
2023
Q1 		$992K Sell
4,962
-14
-0.3% -$2.84K 0.66% 29
2022
Q4 		$991K Sell
4,976
-26
-0.5% -$5.2K 0.88% 22
2022
Q3 		$939K Sell
5,002
-50
-1% -$9.74K 1.26% 31
2022
Q2 		$882K Hold
5,052
– – 1.29% 28
2022
Q1 		$1.02M Buy
+5,052
New +$1.16M 0.99% 32

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

Simplicity Wealth's LOW Position: Q2 2026 in Review

Simplicity Wealth increased its Lowe's Companies (LOW) stake by 22% in Q2 2026, buying an estimated $314K and bringing the position to 7,570 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #316.

Simplicity Wealth first reported a position in LOW in Q1 2022 and has held it in 18 quarters since. The position peaked at $6M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Simplicity Wealth held 7,570 shares of Lowe's Companies worth $1.67M as of Q2 2026.
  • Simplicity Wealth bought 1,382 Lowe's Companies shares in Q2 2026, an estimated $314K.
  • Lowe's Companies made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #316 holding.
  • Simplicity Wealth first reported a position in Lowe's Companies in Q1 2022 and has held it in 18 quarters since.
  • Simplicity Wealth's Lowe's Companies position peaked at $6M in Q1 2024.
  • 2,646 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.