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Sovereign Financial Group’s Lowe's Companies LOW Stock Holding History

Sovereign Financial 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 		$556K Sell
2,521
-16
-0.6% -$3.63K 0.08% 211
2026
Q1 		$599K Buy
2,537
+118
+5% +$30.8K 0.1% 176
2025
Q4 		$583K Buy
2,419
+869
+56% +$209K 0.1% 173
2025
Q3 		$390K Buy
1,550
+580
+60% +$142K 0.07% 224
2025
Q2 		$215K Buy
970
+54
+6% +$12.1K 0.04% 287
2025
Q1 		$214K Sell
916
-43
-4% -$10.6K 0.05% 266
2024
Q4 		$237K Sell
959
-22
-2% -$5.88K 0.05% 260
2024
Q3 		$266K Buy
981
+5
+0.5% +$1.21K 0.06% 243
2024
Q2 		$215K Hold
976
– – 0.05% 258
2024
Q1 		$249K Sell
976
-5
-0.5% -$1.15K 0.07% 240
2023
Q4 		$218K Sell
981
-91
-8% -$18.4K 0.07% 229
2023
Q3 		$223K Buy
1,072
+1
+0.1% +$225 0.08% 206
2023
Q2 		$242K Buy
+1,071
New +$223K 0.08% 205
2022
Q1 		– Sell
-819
Closed -$212K – 225
2021
Q4 		$212K Buy
+819
New +$195K 0.09% 195
2021
Q3 		– Sell
-1,174
Closed -$223K – 183
2021
Q2 		$223K Hold
1,174
– – 0.14% 149
2021
Q1 		$223K Buy
+1,174
New +$201K 0.14% 149

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

Sovereign Financial Group's LOW Position: Q2 2026 in Review

Sovereign Financial Group reduced its Lowe's Companies (LOW) stake by 0.63% in Q2 2026, selling an estimated $3.63K and leaving 2,521 shares worth $556K. The position accounts for 0.08% of the portfolio, ranked #211.

Sovereign Financial Group first reported a position in LOW in Q1 2021 and has held it in 16 quarters since. The position peaked at $599K in Q1 2026. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sovereign Financial Group held 2,521 shares of Lowe's Companies worth $556K as of Q2 2026.
  • Sovereign Financial Group sold 16 Lowe's Companies shares in Q2 2026, an estimated $3.63K.
  • Lowe's Companies made up 0.08% of Sovereign Financial Group's portfolio in Q2 2026, its #211 holding.
  • Sovereign Financial Group first reported a position in Lowe's Companies in Q1 2021 and has held it in 16 quarters since.
  • Sovereign Financial Group's Lowe's Companies position peaked at $599K in Q1 2026.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.