Smith Salley Wealth Management’s Lowe's Companies LOW Stock Holding History

Smith Salley 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	$29.5M	Sell	133,706 -1,182	-0.9%	-$268K	1.28%	23
2026 Q1	$31.9M	Buy	134,888 +1,886	+1%	+$492K	1.6%	17
2025 Q4	$32.1M	Sell	133,002 -53	-0%	-$12.7K	1.59%	15
2025 Q3	$33.4M	Buy	133,055 +3,578	+3%	+$879K	1.72%	13
2025 Q2	$28.7M	Buy	129,477 +3,052	+2%	+$681K	1.66%	13
2025 Q1	$29.5M	Buy	126,425 +1,528	+1%	+$376K	1.93%	12
2024 Q4	$30.8M	Buy	124,897 +1,883	+2%	+$503K	1.98%	11
2024 Q3	$33.3M	Buy	123,014 +9,705	+9%	+$2.35M	2.18%	10
2024 Q2	$25M	Buy	113,309 +5,953	+6%	+$1.36M	1.79%	13
2024 Q1	$27.3M	Sell	107,356 -27,981	-21%	-$6.43M	2.12%	11
2023 Q4	$30.1M	Buy	135,337 +4,820	+4%	+$977K	1.95%	11
2023 Q3	$27.1M	Sell	130,517 -8,623	-6%	-$1.94M	2.01%	11
2023 Q2	$31.4M	Buy	139,140 +12,768	+10%	+$2.66M	2.32%	6
2023 Q1	$25.3M	Buy	126,372 +5,169	+4%	+$1.05M	2.01%	12
2022 Q4	$24.1M	Buy	121,203 +524	+0.4%	+$105K	2.07%	11
2022 Q3	$22.7M	Buy	120,679 +2,354	+2%	+$458K	2.11%	8
2022 Q2	$20.7M	Buy	118,325 +4,931	+4%	+$951K	1.79%	12
2022 Q1	$22.9M	Buy	113,394 +878	+0.8%	+$202K	1.73%	13
2021 Q4	$29.1M	Sell	112,516 -30,691	-21%	-$7.3M	2.06%	9
2021 Q3	$29.1M	Buy	143,207 +1,608	+1%	+$320K	2.29%	7
2021 Q2	$27.5M	Buy	141,599 +3,021	+2%	+$591K	2.22%	8
2021 Q1	$26.4M	Buy	138,578 +3,995	+3%	+$686K	2.37%	5
2020 Q4	$21.6M	Buy	134,583 +8,775	+7%	+$1.43M	2.19%	10
2020 Q3	$20.9M	Buy	125,808 +1,047	+0.8%	+$161K	2.52%	5
2020 Q2	$16.9M	Buy	124,761 +13,032	+12%	+$1.49M	2.25%	9
2020 Q1	$9.62M	Buy	111,729 +17,280	+18%	+$1.89M	1.6%	19
2019 Q4	$11.3M	Sell	94,449 -395	-0.4%	-$45.2K	1.49%	21
2019 Q3	$10.4M	Buy	94,844 +3,026	+3%	+$319K	1.48%	22
2019 Q2	$9.27M	Buy	91,818 +3,836	+4%	+$405K	1.4%	26
2019 Q1	$9.63M	Buy	87,982 +1,598	+2%	+$159K	1.55%	20
2018 Q4	$7.98M	Buy	86,384 +2,962	+4%	+$286K	1.47%	18
2018 Q3	$9.58M	Buy	83,422 +2,248	+3%	+$234K	1.51%	22
2018 Q2	$7.76M	Buy	81,174 +3,543	+5%	+$321K	1.33%	28
2018 Q1	$6.81M	Buy	77,631 +20,461	+36%	+$1.94M	1.22%	30
2017 Q4	$5.31M	Buy	57,170 +46,970	+460%	+$3.88M	0.95%	38
2017 Q3	$815K	Hold	10,200	–	–	0.16%	103
2017 Q2	$791K	Sell	10,200 -2,300	-18%	-$188K	0.16%	103
2017 Q1	$1.03M	Sell	12,500 -2,538	-17%	-$194K	0.21%	97
2016 Q4	$1.07M	Buy	15,038 +200	+1%	+$14.2K	0.22%	94
2016 Q3	$1.07M	Buy	14,838 +90	+0.6%	+$7K	0.24%	91
2016 Q2	$1.17M	Sell	14,748 -227	-2%	-$17.6K	0.27%	89
2016 Q1	$1.13M	Buy	+14,975	New	+$1.06M	0.28%	91

Other funds holding LOW

SCI

Starlite Capital INC Dallas, Texas $9.7B 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

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

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Smith Salley Wealth Management's LOW Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Lowe's Companies (LOW) stake by 0.88% in Q2 2026, selling an estimated $268K and leaving 133,706 shares worth $29.5M. The position accounts for 1.28% of the portfolio, ranked #23.

Smith Salley Wealth Management first reported a position in LOW in Q1 2016 and has held it in 42 quarters since. The position peaked at $33.4M in Q3 2025. 854 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Smith Salley Wealth Management held 133,706 shares of Lowe's Companies worth $29.5M as of Q2 2026.
Smith Salley Wealth Management sold 1,182 Lowe's Companies shares in Q2 2026, an estimated $268K.
Lowe's Companies made up 1.28% of Smith Salley Wealth Management's portfolio in Q2 2026, its #23 holding.
Smith Salley Wealth Management first reported a position in Lowe's Companies in Q1 2016 and has held it in 42 quarters since.
Smith Salley Wealth Management's Lowe's Companies position peaked at $33.4M in Q3 2025.
854 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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