Trifecta Capital Advisors
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Trifecta Capital Advisors’s Lowe's Companies LOW Stock Holding History

Trifecta Capital Advisors’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 		$703K Sell
3,813
-120
-3% -$24.9K 0.09% 68
2026
Q2 		$867K Buy
3,933
+18
+0.5% +$4.09K 0.11% 63
2026
Q1 		$925K Hold
3,915
– – 0.14% 61
2025
Q4 		$944K Sell
3,915
-38
-1% -$9.12K 0.14% 60
2025
Q3 		$993K Hold
3,953
– – 0.15% 59
2025
Q2 		$877K Buy
3,953
+2,425
+159% +$541K 0.15% 58
2025
Q1 		$356K Sell
1,528
-1,300
-46% -$320K 0.07% 67
2024
Q4 		$698K Sell
2,828
-67
-2% -$17.9K 0.14% 57
2024
Q3 		$784K Buy
2,895
+62
+2% +$15K 0.16% 57
2024
Q2 		$625K Buy
2,833
+299
+12% +$68.2K 0.14% 58
2024
Q1 		$645K Sell
2,534
-1,490
-37% -$343K 0.16% 62
2023
Q4 		$896K Hold
4,024
– – 0.25% 59
2023
Q3 		$836K Sell
4,024
-80
-2% -$18K 0.27% 57
2023
Q2 		$926K Sell
4,104
-711
-15% -$148K 0.3% 58
2023
Q1 		$963K Hold
4,815
– – 0.34% 58
2022
Q4 		$959K Buy
+4,815
New +$962K 0.38% 60

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Trifecta Capital Advisors's LOW Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its Lowe's Companies (LOW) stake by 3.1% in Q3 2026, selling an estimated $24.9K and leaving 3,813 shares worth $703K. The position accounts for 0.09% of the portfolio, ranked #68.

Trifecta Capital Advisors first reported a position in LOW in Q4 2022 and has held it in 16 quarters since. The position peaked at $993K in Q3 2025. 2,170 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Trifecta Capital Advisors held 3,813 shares of Lowe's Companies worth $703K as of Q3 2026.
  • Trifecta Capital Advisors sold 120 Lowe's Companies shares in Q3 2026, an estimated $24.9K.
  • Lowe's Companies made up 0.09% of Trifecta Capital Advisors's portfolio in Q3 2026, its #68 holding.
  • Trifecta Capital Advisors first reported a position in Lowe's Companies in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Lowe's Companies position peaked at $993K in Q3 2025.
  • 2,170 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.