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Trivant Custom Portfolio Group’s Lowe's Companies LOW Stock Holding History

Trivant Custom Portfolio Group’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 		$1.34M Sell
6,056
-7,544
-55% -$1.71M 0.71% 45
2026
Q1 		$3.21M Sell
13,600
-265
-2% -$69.1K 1.76% 16
2025
Q4 		$3.34M Buy
13,865
+49
+0.4% +$11.8K 1.93% 14
2025
Q3 		$3.47M Buy
13,816
+37
+0.3% +$9.09K 1.78% 16
2025
Q2 		$3.06M Sell
13,779
-54
-0.4% -$12.1K 1.68% 19
2025
Q1 		$3.23M Buy
13,833
+40
+0.3% +$9.84K 1.85% 20
2024
Q4 		$3.4M Sell
13,793
-67
-0.5% -$17.9K 1.99% 16
2024
Q3 		$3.75M Buy
13,860
+58
+0.4% +$14K 2.17% 16
2024
Q2 		$3.04M Buy
13,802
+86
+0.6% +$19.6K 1.87% 22
2024
Q1 		$3.49M Sell
13,716
-545
-4% -$125K 2.22% 15
2023
Q4 		$3.17M Sell
14,261
-8
-0.1% -$1.62K 2.12% 17
2023
Q3 		$2.97M Buy
14,269
+99
+0.7% +$22.3K 2.18% 14
2023
Q2 		$3.2M Buy
14,170
+130
+0.9% +$27K 2.26% 13
2023
Q1 		$2.81M Buy
+14,040
New +$2.85M 2.01% 15

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

Trivant Custom Portfolio Group's LOW Position: Q2 2026 in Review

Trivant Custom Portfolio Group reduced its Lowe's Companies (LOW) stake by 55% in Q2 2026, selling an estimated $1.71M and leaving 6,056 shares worth $1.34M. The position accounts for 0.71% of the portfolio, ranked #45.

Trivant Custom Portfolio Group first reported a position in LOW in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.75M in Q3 2024. 2,648 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Trivant Custom Portfolio Group held 6,056 shares of Lowe's Companies worth $1.34M as of Q2 2026.
  • Trivant Custom Portfolio Group sold 7,544 Lowe's Companies shares in Q2 2026, an estimated $1.71M.
  • Lowe's Companies made up 0.71% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #45 holding.
  • Trivant Custom Portfolio Group first reported a position in Lowe's Companies in Q1 2023 and has held it in 14 quarters since.
  • Trivant Custom Portfolio Group's Lowe's Companies position peaked at $3.75M in Q3 2024.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.