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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trifecta Capital Advisors's LOW Position: Q1 2026 in Review

Trifecta Capital Advisors held its Lowe's Companies (LOW) position steady in Q1 2026 at 3,915 shares worth $925K. The position accounts for 0.14% of the portfolio, ranked #61.

Trifecta Capital Advisors first reported a position in LOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $993K in Q3 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Trifecta Capital Advisors held 3,915 shares of Lowe's Companies worth $925K as of Q1 2026.
Trifecta Capital Advisors left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.14% of Trifecta Capital Advisors's portfolio in Q1 2026, its #61 holding.
Trifecta Capital Advisors first reported a position in Lowe's Companies in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Lowe's Companies position peaked at $993K in Q3 2025.
2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.