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Tred Avon Family Wealth’s Lowe's Companies LOW Stock Holding History

Tred Avon Family Wealth’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 		– Sell
-898
Closed -$212K – 269
2026
Q1 		$212K Sell
898
-45
-5% -$11.7K 0.07% 257
2025
Q4 		$227K Buy
+943
New +$226K 0.07% 239

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 $3.37T AUM 44.26% 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

Tred Avon Family Wealth's LOW Position: Q2 2026 in Review

Tred Avon Family Wealth sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 898 shares — an estimated $212K sold.

Tred Avon Family Wealth first reported a position in LOW in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Tred Avon Family Wealth reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Tred Avon Family Wealth sold 898 Lowe's Companies shares in Q2 2026, an estimated $212K.
  • Tred Avon Family Wealth first reported a position in Lowe's Companies in Q4 2025 and held it in 2 quarters.
  • Tred Avon Family Wealth's Lowe's Companies position peaked at $227K in Q4 2025.
  • 2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.