TFC Financial Management’s Lowe's Companies LOW Stock Holding History

TFC Financial 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	$251K	Sell	1,061 -141	-12%	-$36.8K	0.03%	117
2025 Q4	$290K	Hold	1,202	–	–	0.04%	108
2025 Q3	$302K	Sell	1,202 -103	-8%	-$25.3K	0.04%	99
2025 Q2	$290K	Buy	1,305 +2	+0.2%	+$446	0.04%	105
2025 Q1	$304K	Hold	1,303	–	–	0.05%	94
2024 Q4	$322K	Sell	1,303 -36	-3%	-$9.62K	0.05%	94
2024 Q3	$363K	Buy	1,339 +259	+24%	+$62.7K	0.06%	86
2024 Q2	$238K	Sell	1,080 -3	-0.3%	-$684	0.04%	110
2024 Q1	$276K	Sell	1,083 -27	-2%	-$6.21K	0.05%	91
2023 Q4	$247K	Buy	1,110 +27	+2%	+$5.47K	0.05%	97
2023 Q3	$225K	Hold	1,083	–	–	0.05%	95
2023 Q2	$245K	Sell	1,083 -40	-4%	-$8.32K	0.06%	93
2023 Q1	$225K	Buy	1,123 +6	+0.5%	+$1.22K	0.06%	96
2022 Q4	$223K	Buy	1,117 +4	+0.4%	+$799	0.06%	88
2022 Q3	$209K	Hold	1,113	–	–	0.07%	88
2022 Q2	$194K	Hold	1,113	–	–	0.06%	96
2022 Q1	$225K	Hold	1,113	–	–	0.06%	90
2021 Q4	$288K	Hold	1,113	–	–	0.09%	80
2021 Q3	$226K	Sell	1,113 -100	-8%	-$19.9K	0.08%	87
2021 Q2	$235K	Sell	1,213 -32	-3%	-$6.26K	0.08%	85
2021 Q1	$237K	Hold	1,245	–	–	0.09%	81
2020 Q4	$200K	Hold	1,245	–	–	0.08%	83
2020 Q3	$207K	Buy	+1,245	New	+$192K	0.1%	73

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

TFC Financial Management's LOW Position: Q1 2026 in Review

TFC Financial Management reduced its Lowe's Companies (LOW) stake by 12% in Q1 2026, selling an estimated $36.8K and leaving 1,061 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #117.

TFC Financial Management first reported a position in LOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $363K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

TFC Financial Management held 1,061 shares of Lowe's Companies worth $251K as of Q1 2026.
TFC Financial Management sold 141 Lowe's Companies shares in Q1 2026, an estimated $36.8K.
Lowe's Companies made up 0.03% of TFC Financial Management's portfolio in Q1 2026, its #117 holding.
TFC Financial Management first reported a position in Lowe's Companies in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Lowe's Companies position peaked at $363K in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.