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

Symphony 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 Q1	–	Sell	-905	Closed	-$218K	–	105
2025 Q4	$218K	Sell	905 -124	-12%	-$29.8K	0.11%	96
2025 Q3	$259K	Buy	+1,029	New	+$253K	0.14%	79
2025 Q2	–	Sell	-1,026	Closed	-$239K	–	93
2025 Q1	$239K	Sell	1,026 -69	-6%	-$17K	0.16%	69
2024 Q4	$270K	Sell	1,095 -580	-35%	-$155K	0.22%	58
2024 Q3	$295K	Buy	1,675 +589	+54%	+$143K	0.25%	57
2024 Q2	$363K	Buy	+1,086	New	+$248K	0.31%	52

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

Symphony Financial Services's LOW Position: Q1 2026 in Review

Symphony Financial Services sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 905 shares — an estimated $218K sold.

Symphony Financial Services first reported a position in LOW in Q2 2024 and held it in 6 quarters. The position peaked at $363K in Q2 2024. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Symphony Financial Services reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
Symphony Financial Services sold 905 Lowe's Companies shares in Q1 2026, an estimated $218K.
Symphony Financial Services first reported a position in Lowe's Companies in Q2 2024 and held it in 6 quarters.
Symphony Financial Services's Lowe's Companies position peaked at $363K in Q2 2024.
2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.