Triad Wealth Partners
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Triad Wealth Partners’s Lowe's Companies LOW Stock Holding History

Triad Wealth Partners’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
Q3 		$535K Buy
2,905
+59
+2% +$12.2K 0.03% 303
2026
Q2 		$603K Buy
2,846
+413
+17% +$93.8K 0.04% 284
2026
Q1 		$575K Sell
2,433
-84
-3% -$21.9K 0.05% 252
2025
Q4 		$607K Buy
2,517
+220
+10% +$52.8K 0.06% 231
2025
Q3 		$577K Buy
2,297
+206
+10% +$50.6K 0.07% 179
2025
Q2 		$464K Buy
2,091
+459
+28% +$102K 0.09% 165
2025
Q1 		$381K Buy
+1,632
New +$402K 0.12% 129
2024
Q3 		– Sell
-100
Closed -$22.1K – 533
2024
Q2 		$22.1K Buy
+100
New +$22.8K 0.01% 325

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Triad Wealth Partners's LOW Position: Q3 2026 in Review

Triad Wealth Partners increased its Lowe's Companies (LOW) stake by 2.1% in Q3 2026, buying an estimated $12.2K and bringing the position to 2,905 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #303.

Triad Wealth Partners first reported a position in LOW in Q2 2024 and has held it in 8 quarters since. The position peaked at $607K in Q4 2025. 1,952 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Triad Wealth Partners held 2,905 shares of Lowe's Companies worth $535K as of Q3 2026.
  • Triad Wealth Partners bought 59 Lowe's Companies shares in Q3 2026, an estimated $12.2K.
  • Lowe's Companies made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #303 holding.
  • Triad Wealth Partners first reported a position in Lowe's Companies in Q2 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's Lowe's Companies position peaked at $607K in Q4 2025.
  • 1,952 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.