True Wealth Design’s Lowe's Companies LOW Stock Holding History

True Wealth Design’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	$7.5K	Sell	34 -193	-85%	-$43.8K	﹤0.01%	1174
2026 Q1	$53.6K	Buy	227 +52	+30%	+$13.6K	0.01%	384
2025 Q4	$42.3K	Buy	175 +97	+124%	+$23.3K	0.01%	376
2025 Q3	$19.7K	Buy	78 +49	+169%	+$12K	0.01%	621
2025 Q2	$6.4K	Sell	29 -2	-6%	-$446	﹤0.01%	717
2025 Q1	$7.2K	Buy	31 +9	+41%	+$2.21K	﹤0.01%	567
2024 Q4	$5.39K	Buy	22 +6	+38%	+$1.6K	﹤0.01%	520
2024 Q3	$4.33K	Sell	16 -249	-94%	-$60.3K	﹤0.01%	587
2024 Q2	$58.4K	Hold	265	–	–	0.01%	155
2024 Q1	$67.5K	Buy	265 +6	+2%	+$1.38K	0.02%	151
2023 Q4	$57.6K	Buy	259 +50	+24%	+$10.1K	0.02%	148
2023 Q3	$43.4K	Hold	209	–	–	0.01%	154
2023 Q2	$47.2K	Sell	209 -19	-8%	-$3.95K	0.02%	155
2023 Q1	$45.6K	Buy	228 +19	+9%	+$3.86K	0.02%	161
2022 Q4	$41.6K	Buy	+209	New	+$41.8K	0.02%	158

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True Wealth Design's LOW Position: Q2 2026 in Review

True Wealth Design reduced its Lowe's Companies (LOW) stake by 85% in Q2 2026, selling an estimated $43.8K and leaving 34 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

True Wealth Design first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $67.5K in Q1 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

True Wealth Design held 34 shares of Lowe's Companies worth $7.5K as of Q2 2026.
True Wealth Design sold 193 Lowe's Companies shares in Q2 2026, an estimated $43.8K.
Lowe's Companies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1174 holding.
True Wealth Design first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Lowe's Companies position peaked at $67.5K in Q1 2024.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.