TWP
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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
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

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

Triad Wealth Partners's LOW Position: Q2 2026 in Review

Triad Wealth Partners increased its Lowe's Companies (LOW) stake by 17% in Q2 2026, buying an estimated $93.8K and bringing the position to 2,846 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #284.

Triad Wealth Partners first reported a position in LOW in Q2 2024 and has held it in 7 quarters since. The position peaked at $607K in Q4 2025. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Triad Wealth Partners held 2,846 shares of Lowe's Companies worth $603K as of Q2 2026.
  • Triad Wealth Partners bought 413 Lowe's Companies shares in Q2 2026, an estimated $93.8K.
  • Lowe's Companies made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #284 holding.
  • Triad Wealth Partners first reported a position in Lowe's Companies in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Lowe's Companies position peaked at $607K in Q4 2025.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.