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Stiles Financial Services’s Lowe's Companies LOW Stock Holding History

Stiles Financial Services’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 		– Sell
-999
Closed -$236K – 187
2026
Q1 		$236K Sell
999
-105
-10% -$27.4K 0.07% 161
2025
Q4 		$266K Sell
1,104
-2
-0.2% -$480 0.08% 154
2025
Q3 		$278K Sell
1,106
-126
-10% -$31K 0.09% 157
2025
Q2 		$273K Sell
1,232
-19
-2% -$4.24K 0.09% 153
2025
Q1 		$291K Buy
1,251
+5
+0.4% +$1.23K 0.11% 142
2024
Q4 		$308K Sell
1,246
-73
-6% -$19.5K 0.11% 143
2024
Q3 		$357K Buy
1,319
+5
+0.4% +$1.21K 0.13% 135
2024
Q2 		$290K Sell
1,314
-34
-3% -$7.76K 0.11% 146
2024
Q1 		$343K Sell
1,348
-118
-8% -$27.1K 0.14% 129
2023
Q4 		$326K Sell
1,466
-256
-15% -$51.9K 0.15% 126
2023
Q3 		$358K Sell
1,722
-199
-10% -$44.8K 0.19% 118
2023
Q2 		$434K Sell
1,921
-140
-7% -$29.1K 0.22% 110
2023
Q1 		$412K Sell
2,061
-309
-13% -$62.8K 0.22% 113
2022
Q4 		$472K Sell
2,370
-547
-19% -$109K 0.27% 99
2022
Q3 		$548K Buy
2,917
+62
+2% +$12.1K 0.33% 82
2022
Q2 		$499K Sell
2,855
-11
-0.4% -$2.12K 0.3% 91
2022
Q1 		$579K Buy
2,866
+214
+8% +$49.2K 0.29% 93
2021
Q4 		$685K Buy
+2,652
New +$630K 0.33% 86

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

Stiles Financial Services's LOW Position: Q2 2026 in Review

Stiles Financial Services sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 999 shares — an estimated $236K sold.

Stiles Financial Services first reported a position in LOW in Q4 2021 and held it in 18 quarters. The position peaked at $685K in Q4 2021. 2,648 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Stiles Financial Services reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Stiles Financial Services sold 999 Lowe's Companies shares in Q2 2026, an estimated $236K.
  • Stiles Financial Services first reported a position in Lowe's Companies in Q4 2021 and held it in 18 quarters.
  • Stiles Financial Services's Lowe's Companies position peaked at $685K in Q4 2021.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.