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

Sunrise 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 		$17.9K Hold
81
– – 0.01% 185
2026
Q1 		$19.1K Hold
81
– – 0.01% 183
2025
Q4 		$19.5K Buy
+81
New +$19.4K 0.01% 159

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

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

Sunrise Financial Services held its Lowe's Companies (LOW) position steady in Q2 2026 at 81 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #185.

Sunrise Financial Services first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.5K in Q4 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sunrise Financial Services held 81 shares of Lowe's Companies worth $17.9K as of Q2 2026.
  • Sunrise Financial Services left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #185 holding.
  • Sunrise Financial Services first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Lowe's Companies position peaked at $19.5K in Q4 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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