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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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triad Wealth Partners's LOW Position: Q1 2026 in Review

Triad Wealth Partners reduced its Lowe's Companies (LOW) stake by 3.3% in Q1 2026, selling an estimated $21.9K and leaving 2,433 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #252.

Triad Wealth Partners first reported a position in LOW in Q2 2024 and has held it in 6 quarters since. The position peaked at $607K in Q4 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Triad Wealth Partners held 2,433 shares of Lowe's Companies worth $575K as of Q1 2026.
  • Triad Wealth Partners sold 84 Lowe's Companies shares in Q1 2026, an estimated $21.9K.
  • Lowe's Companies made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #252 holding.
  • Triad Wealth Partners first reported a position in Lowe's Companies in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Lowe's Companies position peaked at $607K in Q4 2025.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.