SOA Wealth Advisors’s Lowe's Companies LOW Stock Holding History

SOA Wealth Advisors’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	$174K	Sell	788 -20	-2%	-$4.54K	0.03%	225
2026 Q1	$191K	Buy	808 +22	+3%	+$5.74K	0.04%	204
2025 Q4	$190K	Sell	786 -1	-0.1%	-$240	0.03%	208
2025 Q3	$198K	Sell	787 -13	-2%	-$3.19K	0.03%	206
2025 Q2	$177K	Buy	800 +1	+0.1%	+$223	0.03%	208
2025 Q1	$186K	Buy	799 +1	+0.1%	+$246	0.04%	195
2024 Q4	$197K	Buy	798 +1	+0.1%	+$267	0.04%	183
2024 Q3	$216K	Buy	797 +1	+0.1%	+$242	0.04%	178
2024 Q2	$175K	Buy	796 +1	+0.1%	+$228	0.04%	194
2024 Q1	$202K	Buy	795 +1	+0.1%	+$230	0.04%	183
2023 Q4	$177K	Buy	794 +1	+0.1%	+$203	0.04%	189
2023 Q3	$165K	Hold	793	–	–	0.04%	186
2023 Q2	$179K	Hold	793	–	–	0.04%	172
2023 Q1	$158K	Buy	793 +1	+0.1%	+$203	0.04%	181
2022 Q4	$158K	Hold	792	–	–	0.04%	170
2022 Q3	$148K	Hold	792	–	–	0.04%	168
2022 Q2	$138K	Sell	792 -20	-2%	-$3.86K	0.04%	174
2022 Q1	$164K	Hold	812	–	–	0.04%	185
2021 Q4	$208K	Hold	812	–	–	0.05%	151
2021 Q3	$164K	Hold	812	–	–	0.04%	171
2021 Q2	$157K	Sell	812 -1	-0.1%	-$196	0.04%	176
2021 Q1	$154K	Sell	813 -6	-0.7%	-$1.03K	0.04%	160
2020 Q4	$145K	Buy	+819	New	+$133K	0.04%	156

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOA Wealth Advisors's LOW Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Lowe's Companies (LOW) stake by 2.5% in Q2 2026, selling an estimated $4.54K and leaving 788 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #225.

SOA Wealth Advisors first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $216K in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

SOA Wealth Advisors held 788 shares of Lowe's Companies worth $174K as of Q2 2026.
SOA Wealth Advisors sold 20 Lowe's Companies shares in Q2 2026, an estimated $4.54K.
Lowe's Companies made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #225 holding.
SOA Wealth Advisors first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Lowe's Companies position peaked at $216K in Q3 2024.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.