Sterling Group Wealth Management’s Lowe's Companies LOW Stock Holding History

Sterling Group Wealth Management’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	$350K	Buy	1,482 +165	+13%	+$43K	0.17%	39
2025 Q4	$318K	Hold	1,317	–	–	0.15%	41
2025 Q3	$331K	Hold	1,317	–	–	0.16%	39
2025 Q2	$292K	Hold	1,317	–	–	0.16%	39
2025 Q1	$307K	Hold	1,317	–	–	0.16%	45
2024 Q4	$325K	Hold	1,317	–	–	0.17%	42
2024 Q3	$357K	Hold	1,317	–	–	0.19%	38
2024 Q2	$290K	Buy	+1,317	New	+$300K	0.17%	42
2024 Q1	–	Sell	-1,424	Closed	-$317K	–	25
2023 Q4	$317K	Hold	1,424	–	–	0.25%	39
2023 Q3	$296K	Hold	1,424	–	–	0.28%	34
2023 Q2	$321K	Buy	1,424 +35	+3%	+$7.28K	0.28%	35
2023 Q1	$278K	Hold	1,389	–	–	0.26%	36
2022 Q4	$277K	Buy	+1,389	New	+$278K	0.27%	35

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Group Wealth Management's LOW Position: Q1 2026 in Review

Sterling Group Wealth Management increased its Lowe's Companies (LOW) stake by 13% in Q1 2026, buying an estimated $43K and bringing the position to 1,482 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #39.

Sterling Group Wealth Management first reported a position in LOW in Q4 2022 and has held it in 13 quarters since. The position peaked at $357K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Sterling Group Wealth Management held 1,482 shares of Lowe's Companies worth $350K as of Q1 2026.
Sterling Group Wealth Management bought 165 Lowe's Companies shares in Q1 2026, an estimated $43K.
Lowe's Companies made up 0.17% of Sterling Group Wealth Management's portfolio in Q1 2026, its #39 holding.
Sterling Group Wealth Management first reported a position in Lowe's Companies in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's Lowe's Companies position peaked at $357K in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.