Smallwood Wealth Investment Management’s Lowe's Companies LOW Stock Holding History

Smallwood Wealth Investment 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	$123K	Hold	560	–	–	0.05%	126
2026 Q1	$132K	Sell	560 -50	-8%	-$13K	0.07%	104
2025 Q4	$147K	Sell	610 -121	-17%	-$29.1K	0.08%	97
2025 Q3	$184K	Sell	731 -4	-0.5%	-$983	0.09%	87
2025 Q2	$163K	Buy	735 +4	+0.5%	+$893	0.09%	85
2025 Q1	$170K	Buy	+731	New	+$180K	0.11%	85
2024 Q2	–	Sell	-801	Closed	-$204K	–	70
2024 Q1	$204K	Buy	+801	New	+$184K	0.16%	66
2023 Q1	–	Sell	-2,171	Closed	-$433K	–	68
2022 Q4	$433K	Hold	2,171	–	–	0.37%	47
2022 Q3	$408K	Hold	2,171	–	–	0.37%	49
2022 Q2	$379K	Buy	+2,171	New	+$419K	0.38%	45
2022 Q1	–	Sell	-808	Closed	-$209K	–	59
2021 Q4	$209K	Buy	+808	New	+$192K	0.19%	54

Other funds holding LOW

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Smallwood Wealth Investment Management's LOW Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Lowe's Companies (LOW) position steady in Q2 2026 at 560 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #126.

Smallwood Wealth Investment Management first reported a position in LOW in Q4 2021 and has held it in 11 quarters since. The position peaked at $433K in Q4 2022. 1,049 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Smallwood Wealth Investment Management held 560 shares of Lowe's Companies worth $123K as of Q2 2026.
Smallwood Wealth Investment Management left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #126 holding.
Smallwood Wealth Investment Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 11 quarters since.
Smallwood Wealth Investment Management's Lowe's Companies position peaked at $433K in Q4 2022.
1,049 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.