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

Trek 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	$2.09M	Buy	9,501 +582	+7%	+$132K	0.1%	174
2026 Q1	$2.11M	Buy	8,919 +1,422	+19%	+$371K	0.11%	164
2025 Q4	$1.81M	Buy	7,497 +5,721	+322%	+$1.37M	0.1%	182
2025 Q3	$446K	Sell	1,776 -2,723	-61%	-$669K	0.03%	307
2025 Q2	$998K	Sell	4,499 -110	-2%	-$24.5K	0.07%	209
2025 Q1	$1.07M	Buy	4,609 +1,036	+29%	+$255K	0.08%	178
2024 Q4	$882K	Buy	+3,573	New	+$954K	0.07%	206
2024 Q3	–	Sell	-2,344	Closed	-$517K	–	426
2024 Q2	$517K	Buy	2,344 +520	+29%	+$119K	0.04%	224
2024 Q1	$465K	Buy	1,824 +542	+42%	+$125K	0.04%	241
2023 Q4	$285K	Sell	1,282 -194	-13%	-$39.3K	0.02%	246
2023 Q3	$307K	Sell	1,476 -12	-0.8%	-$2.7K	0.03%	220
2023 Q2	$336K	Buy	1,488 +412	+38%	+$85.7K	0.03%	201
2023 Q1	$215K	Buy	+1,076	New	+$219K	0.02%	229
2022 Q2	–	Sell	-3,353	Closed	-$678K	–	245
2022 Q1	$678K	Buy	3,353 +213	+7%	+$49K	0.06%	114
2021 Q4	$812K	Sell	3,140 -148	-5%	-$35.2K	0.08%	77
2021 Q3	$667K	Sell	3,288 -2,489	-43%	-$496K	0.07%	88
2021 Q2	$1.12M	Buy	5,777 +443	+8%	+$86.7K	0.12%	65
2021 Q1	$1.01M	Buy	+5,334	New	+$915K	0.12%	67

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trek Financial's LOW Position: Q2 2026 in Review

Trek Financial increased its Lowe's Companies (LOW) stake by 6.5% in Q2 2026, buying an estimated $132K and bringing the position to 9,501 shares worth $2.09M. The position accounts for 0.1% of the portfolio, ranked #174.

Trek Financial first reported a position in LOW in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.11M in Q1 2026. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Trek Financial held 9,501 shares of Lowe's Companies worth $2.09M as of Q2 2026.
Trek Financial bought 582 Lowe's Companies shares in Q2 2026, an estimated $132K.
Lowe's Companies made up 0.1% of Trek Financial's portfolio in Q2 2026, its #174 holding.
Trek Financial first reported a position in Lowe's Companies in Q1 2021 and has held it in 18 quarters since.
Trek Financial's Lowe's Companies position peaked at $2.11M in Q1 2026.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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