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

Symphony Financial’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 		$2.28M Buy
10,358
+898
+9% +$204K 0.25% 85
2026
Q1 		$2.22M Buy
9,460
+1,309
+16% +$341K 0.29% 73
2025
Q4 		$1.98M Sell
8,151
-50
-0.6% -$12K 0.27% 79
2025
Q3 		$2.05M Sell
8,201
-539
-6% -$132K 0.25% 82
2025
Q2 		$1.8M Buy
+8,740
New +$1.95M 0.24% 86
2025
Q1 		– Sell
-7,432
Closed -$1.96M – 161
2024
Q4 		$1.96M Sell
7,432
-508
-6% -$136K 0.31% 70
2024
Q3 		$2.12M Buy
7,940
+449
+6% +$109K 0.35% 66
2024
Q2 		$1.65M Sell
7,491
-5,198
-41% -$1.19M 0.3% 70
2024
Q1 		$3.23M Sell
12,689
-47
-0.4% -$10.8K 0.75% 36
2023
Q4 		$2.81M Sell
12,736
-921
-7% -$187K 0.6% 42
2023
Q3 		$2.81M Buy
13,657
+173
+1% +$38.9K 0.69% 30
2023
Q2 		$3M Sell
13,484
-366
-3% -$76.1K 0.74% 34
2023
Q1 		$2.67M Sell
13,850
-3,543
-20% -$720K 0.69% 34
2022
Q4 		$3.51M Sell
17,393
-96
-0.5% -$19.2K 0.93% 26
2022
Q3 		$3.33M Buy
17,489
+687
+4% +$134K 1.09% 25
2022
Q2 		$2.96M Sell
16,802
-472
-3% -$91K 0.88% 26
2022
Q1 		$3.5M Buy
17,274
+1,058
+7% +$243K 0.82% 27
2021
Q4 		$4.14M Buy
16,216
+2,199
+16% +$523K 1.15% 20
2021
Q3 		$2.9M Sell
14,017
-1,593
-10% -$317K 1.01% 21
2021
Q2 		$3.03M Buy
15,610
+2,547
+19% +$498K 1.03% 25
2021
Q1 		$2.54M Buy
13,063
+316
+2% +$54.2K 0.67% 31
2020
Q4 		$2.04M Sell
12,747
-275
-2% -$44.7K 0.73% 33
2020
Q3 		$2.16M Buy
13,022
+297
+2% +$45.7K 0.88% 30
2020
Q2 		$1.72M Buy
12,725
+4,084
+47% +$466K 0.83% 29
2020
Q1 		$767K Buy
+8,641
New +$944K 0.53% 37

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 $3.38T AUM 44.17% 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

Symphony Financial's LOW Position: Q2 2026 in Review

Symphony Financial increased its Lowe's Companies (LOW) stake by 9.5% in Q2 2026, buying an estimated $204K and bringing the position to 10,358 shares worth $2.28M. The position accounts for 0.25% of the portfolio, ranked #85.

Symphony Financial first reported a position in LOW in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.14M in Q4 2021. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Symphony Financial held 10,358 shares of Lowe's Companies worth $2.28M as of Q2 2026.
  • Symphony Financial bought 898 Lowe's Companies shares in Q2 2026, an estimated $204K.
  • Lowe's Companies made up 0.25% of Symphony Financial's portfolio in Q2 2026, its #85 holding.
  • Symphony Financial first reported a position in Lowe's Companies in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Lowe's Companies position peaked at $4.14M in Q4 2021.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.