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Strategies Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Strategies Wealth Advisors’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 		$442K Sell
1,869
-34
-2% -$8.87K 0.04% 112
2025
Q4 		$459K Sell
1,903
-1,566
-45% -$376K 0.05% 106
2025
Q3 		$872K Buy
3,469
+2,366
+215% +$581K 0.09% 68
2025
Q2 		$245K Buy
+1,103
New +$246K 0.03% 163

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategies Wealth Advisors's LOW Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Lowe's Companies (LOW) stake by 1.8% in Q1 2026, selling an estimated $8.87K and leaving 1,869 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #112.

Strategies Wealth Advisors first reported a position in LOW in Q2 2025 and has held it in 4 quarters since. The position peaked at $872K in Q3 2025. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Strategies Wealth Advisors held 1,869 shares of Lowe's Companies worth $442K as of Q1 2026.
  • Strategies Wealth Advisors sold 34 Lowe's Companies shares in Q1 2026, an estimated $8.87K.
  • Lowe's Companies made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #112 holding.
  • Strategies Wealth Advisors first reported a position in Lowe's Companies in Q2 2025 and has held it in 4 quarters since.
  • Strategies Wealth Advisors's Lowe's Companies position peaked at $872K in Q3 2025.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.