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Sound View Wealth Advisors Group’s Lowe's Companies LOW Stock Holding History

Sound View Wealth Advisors 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 		$2.33M Sell
10,549
-1,199
-10% -$272K 0.14% 127
2026
Q1 		$2.78M Sell
11,748
-894
-7% -$233K 0.19% 109
2025
Q4 		$3.05M Sell
12,642
-17
-0.1% -$4.08K 0.2% 104
2025
Q3 		$3.18M Sell
12,659
-351
-3% -$86.2K 0.22% 103
2025
Q2 		$2.89M Sell
13,010
-112
-0.9% -$25K 0.21% 105
2025
Q1 		$3.06M Sell
13,122
-1,129
-8% -$278K 0.25% 91
2024
Q4 		$3.52M Sell
14,251
-72
-0.5% -$19.2K 0.28% 78
2024
Q3 		$3.88M Buy
14,323
+8,046
+128% +$1.95M 0.32% 74
2024
Q2 		$1.38M Buy
6,277
+33
+0.5% +$7.53K 0.14% 134
2024
Q1 		$1.59M Sell
6,244
-7,190
-54% -$1.65M 0.17% 129
2023
Q4 		$2.99M Sell
13,434
-718
-5% -$146K 0.33% 76
2023
Q3 		$2.94M Buy
14,152
+7,244
+105% +$1.63M 0.37% 63
2023
Q2 		$1.56M Sell
6,908
-7,439
-52% -$1.55M 0.2% 108
2023
Q1 		$2.87M Buy
14,347
+913
+7% +$185K 0.39% 64
2022
Q4 		$2.99M Buy
13,434
+5,391
+67% +$1.08M 0.33% 76
2022
Q3 		$1.51M Sell
8,043
-62
-0.8% -$12.1K 0.34% 73
2022
Q2 		$1.42M Sell
8,105
-621
-7% -$120K 0.3% 85
2022
Q1 		$1.76M Buy
8,726
+2,150
+33% +$495K 0.34% 80
2021
Q4 		$1.7M Buy
6,576
+145
+2% +$34.5K 0.32% 79
2021
Q3 		$1.3M Buy
6,431
+91
+1% +$18.1K 0.27% 93
2021
Q2 		$1.23M Buy
6,340
+12
+0.2% +$2.35K 0.26% 99
2021
Q1 		$1.2M Buy
6,328
+6
+0.1% +$1.03K 0.28% 91
2020
Q4 		$1.01M Sell
6,322
-327
-5% -$53.1K 0.25% 97
2020
Q3 		$1.1M Sell
6,649
-179
-3% -$27.6K 0.29% 90
2020
Q2 		$923K Buy
6,828
+150
+2% +$17.1K 0.26% 96
2020
Q1 		$575K Buy
6,678
+124
+2% +$13.5K 0.2% 108
2019
Q4 		$785K Sell
6,554
-12,626
-66% -$1.44M 0.22% 107
2019
Q3 		$2.11M Sell
19,180
-311
-2% -$32.8K 0.63% 48
2019
Q2 		$1.97M Buy
+19,491
New +$2.06M 0.58% 56

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 View Wealth Advisors Group's LOW Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Lowe's Companies (LOW) stake by 10% in Q2 2026, selling an estimated $272K and leaving 10,549 shares worth $2.33M. The position accounts for 0.14% of the portfolio, ranked #127.

Sound View Wealth Advisors Group first reported a position in LOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.88M in Q3 2024. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sound View Wealth Advisors Group held 10,549 shares of Lowe's Companies worth $2.33M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,199 Lowe's Companies shares in Q2 2026, an estimated $272K.
  • Lowe's Companies made up 0.14% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #127 holding.
  • Sound View Wealth Advisors Group first reported a position in Lowe's Companies in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Lowe's Companies position peaked at $3.88M in Q3 2024.
  • 2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.