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Sound Financial Strategies Group’s Lowe's Companies LOW Stock Holding History

Sound Financial Strategies Group’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 		$238K Buy
1,078
+87
+9% +$19.8K 0.15% 107
2026
Q1 		$234K Sell
991
-1,689
-63% -$441K 0.16% 105
2025
Q4 		$646K Sell
2,680
-796
-23% -$191K 0.46% 63
2025
Q3 		$874K Buy
3,476
+1,133
+48% +$278K 0.64% 35
2025
Q2 		$520K Sell
2,343
-794
-25% -$177K 0.44% 84
2025
Q1 		$732K Sell
3,137
-357
-10% -$87.8K 0.65% 60
2024
Q4 		$862K Buy
3,494
+357
+11% +$95.3K 0.72% 31
2024
Q3 		$850K Buy
3,137
+53
+2% +$12.8K 0.68% 23
2024
Q2 		$680K Buy
3,084
+287
+10% +$65.5K 0.59% 47
2024
Q1 		$712K Sell
2,797
-62
-2% -$14.3K 0.59% 19
2023
Q4 		$636K Sell
2,859
-457
-14% -$92.6K 0.54% 26
2023
Q3 		$689K Sell
3,316
-224
-6% -$50.4K 0.57% 52
2023
Q2 		$799K Buy
+3,540
New +$736K 0.58% 51
2023
Q1 		– Sell
-5,270
Closed -$1.05M – 74
2022
Q4 		$1.05M Buy
+5,270
New +$1.05M 0.76% 30
2022
Q2 		– Sell
-4,113
Closed -$832K – 60
2022
Q1 		$832K Sell
4,113
-2,018
-33% -$464K 0.46% 45
2021
Q4 		$1.58M Sell
6,131
-368
-6% -$87.5K 0.79% 12
2021
Q3 		$1.32M Buy
6,499
+96
+1% +$19.1K 0.66% 15
2021
Q2 		$1.24M Buy
6,403
+2,868
+81% +$561K 0.62% 15
2021
Q1 		$672K Sell
3,535
-695
-16% -$119K 0.34% 18
2020
Q4 		$679K Sell
4,230
-4,226
-50% -$686K 0.37% 22
2020
Q3 		$1.4M Sell
8,456
-149
-2% -$22.9K 0.89% 12
2020
Q2 		$1.16M Sell
8,605
-39
-0.5% -$4.45K 0.75% 11
2020
Q1 		$744K Sell
8,644
-12,307
-59% -$1.34M 0.51% 22
2019
Q4 		$2.51M Buy
+20,951
New +$2.4M 1.59% 11

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

Sound Financial Strategies Group's LOW Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Lowe's Companies (LOW) stake by 8.8% in Q2 2026, buying an estimated $19.8K and bringing the position to 1,078 shares worth $238K. The position accounts for 0.15% of the portfolio, ranked #107.

Sound Financial Strategies Group first reported a position in LOW in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.51M in Q4 2019. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sound Financial Strategies Group held 1,078 shares of Lowe's Companies worth $238K as of Q2 2026.
  • Sound Financial Strategies Group bought 87 Lowe's Companies shares in Q2 2026, an estimated $19.8K.
  • Lowe's Companies made up 0.15% of Sound Financial Strategies Group's portfolio in Q2 2026, its #107 holding.
  • Sound Financial Strategies Group first reported a position in Lowe's Companies in Q4 2019 and has held it in 24 quarters since.
  • Sound Financial Strategies Group's Lowe's Companies position peaked at $2.51M in Q4 2019.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.