SIM
LOW icon

Synergy Investment Management’s Lowe's Companies LOW Stock Holding History

Synergy Investment Management’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 		$108K Buy
+457
New +$119K 0.04% 188
2025
Q2 		– Sell
-440
Closed -$103K – 369
2025
Q1 		$103K Hold
440
– – 0.04% 169
2024
Q4 		$108K Buy
+440
New +$118K 0.05% 168

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

Synergy Investment Management's LOW Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Lowe's Companies (LOW) in Q1 2026: 457 shares worth $108K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in LOW as recently as Q1 2025.

Synergy Investment Management first reported a position in LOW in Q4 2024 and has held it in 3 quarters since. The position peaked at $108K in Q4 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Synergy Investment Management held 457 shares of Lowe's Companies worth $108K as of Q1 2026.
  • Lowe's Companies was a new Synergy Investment Management position in Q1 2026.
  • Lowe's Companies made up 0.04% of Synergy Investment Management's portfolio in Q1 2026, its #188 holding.
  • Synergy Investment Management first reported a position in Lowe's Companies in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Lowe's Companies position peaked at $108K in Q4 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.