SFA
LOW icon

Souders Financial Advisors’s Lowe's Companies LOW Stock Holding History

Souders Financial 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
Q1 		$620K Buy
2,623
+89
+4% +$23.2K 0.07% 125
2025
Q4 		$611K Buy
2,534
+6
+0.2% +$1.44K 0.07% 122
2025
Q3 		$635K Buy
2,528
+89
+4% +$21.9K 0.08% 118
2025
Q2 		$541K Sell
2,439
-70
-3% -$15.6K 0.07% 127
2025
Q1 		$585K Buy
2,509
+34
+1% +$8.37K 0.08% 122
2024
Q4 		$611K Buy
2,475
+8
+0.3% +$2.14K 0.09% 121
2024
Q3 		$668K Buy
2,467
+5
+0.2% +$1.21K 0.09% 116
2024
Q2 		$543K Buy
2,462
+30
+1% +$6.84K 0.08% 120
2024
Q1 		$620K Sell
2,432
-59
-2% -$13.6K 0.1% 113
2023
Q4 		$554K Sell
2,491
-13
-0.5% -$2.63K 0.09% 114
2023
Q3 		$520K Buy
2,504
+8
+0.3% +$1.8K 0.1% 114
2023
Q2 		$563K Buy
2,496
+16
+0.6% +$3.33K 0.11% 114
2023
Q1 		$496K Hold
2,480
– – 0.11% 113
2022
Q4 		$494K Buy
2,480
+12
+0.5% +$2.4K 0.11% 112
2022
Q3 		$464K Sell
2,468
-8
-0.3% -$1.56K 0.13% 111
2022
Q2 		$433K Buy
2,476
+5
+0.2% +$964 0.12% 106
2022
Q1 		$500K Buy
2,471
+9
+0.4% +$2.07K 0.14% 104
2021
Q4 		$636K Sell
2,462
-27
-1% -$6.42K 0.18% 95
2021
Q3 		$505K Hold
2,489
– – 0.16% 101
2021
Q2 		$483K Buy
2,489
+190
+8% +$37.2K 0.16% 100
2021
Q1 		$437K Sell
2,299
-60
-3% -$10.3K 0.17% 92
2020
Q4 		$379K Hold
2,359
– – 0.17% 88
2020
Q3 		$367K Sell
2,359
-48
-2% -$7.39K 0.17% 85
2020
Q2 		$325K Buy
2,407
+1
+0% +$114 0.19% 79
2020
Q1 		$207K Buy
+2,406
New +$263K 0.18% 82

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Souders Financial Advisors's LOW Position: Q1 2026 in Review

Souders Financial Advisors increased its Lowe's Companies (LOW) stake by 3.5% in Q1 2026, buying an estimated $23.2K and bringing the position to 2,623 shares worth $620K. The position accounts for 0.07% of the portfolio, ranked #125.

Souders Financial Advisors first reported a position in LOW in Q1 2020 and has held it in 25 quarters since. The position peaked at $668K in Q3 2024. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Souders Financial Advisors held 2,623 shares of Lowe's Companies worth $620K as of Q1 2026.
  • Souders Financial Advisors bought 89 Lowe's Companies shares in Q1 2026, an estimated $23.2K.
  • Lowe's Companies made up 0.07% of Souders Financial Advisors's portfolio in Q1 2026, its #125 holding.
  • Souders Financial Advisors first reported a position in Lowe's Companies in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Lowe's Companies position peaked at $668K in Q3 2024.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.