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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
Q2 		$108K Buy
490
+33
+7% +$7.49K 0.03% 248
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 $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

Synergy Investment Management's LOW Position: Q2 2026 in Review

Synergy Investment Management increased its Lowe's Companies (LOW) stake by 7.2% in Q2 2026, buying an estimated $7.49K and bringing the position to 490 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #248.

Synergy Investment Management first reported a position in LOW in Q4 2024 and has held it in 4 quarters since. The position peaked at $108K in Q4 2024. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Synergy Investment Management held 490 shares of Lowe's Companies worth $108K as of Q2 2026.
  • Synergy Investment Management bought 33 Lowe's Companies shares in Q2 2026, an estimated $7.49K.
  • Lowe's Companies made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #248 holding.
  • Synergy Investment Management first reported a position in Lowe's Companies in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Lowe's Companies position peaked at $108K in Q4 2024.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.