TrueWealth Advisors’s Lowe's Companies LOW Stock Holding History

TrueWealth 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 Q2	$822K	Hold	3,729	–	–	0.19%	104
2026 Q1	$881K	Sell	3,729 -107	-3%	-$27.9K	0.22%	88
2025 Q4	$925K	Hold	3,836	–	–	0.24%	79
2025 Q3	$964K	Sell	3,836 -141	-4%	-$34.6K	0.26%	69
2025 Q2	$882K	Hold	3,977	–	–	0.26%	69
2025 Q1	$928K	Sell	3,977 -14	-0.4%	-$3.44K	0.3%	64
2024 Q4	$985K	Sell	3,991 -10	-0.2%	-$2.67K	0.33%	66
2024 Q3	$1.08M	Hold	4,001	–	–	0.36%	62
2024 Q2	$882K	Hold	4,001	–	–	0.33%	63
2024 Q1	$1.02M	Sell	4,001 -2	-0%	-$460	0.39%	50
2023 Q4	$891K	Hold	4,003	–	–	0.35%	55
2023 Q3	$832K	Hold	4,003	–	–	0.35%	54
2023 Q2	$903K	Sell	4,003 -462	-10%	-$96.1K	0.37%	52
2023 Q1	$893K	Buy	4,465 +6	+0.1%	+$1.22K	0.37%	55
2022 Q4	$888K	Buy	4,459 +14	+0.3%	+$2.8K	0.39%	52
2022 Q3	$835K	Hold	4,445	–	–	0.4%	55
2022 Q2	$776K	Buy	4,445 +2,645	+147%	+$510K	0.36%	62
2022 Q1	$465K	Hold	1,800	–	–	0.21%	95
2021 Q4	$465K	Hold	1,800	–	–	0.21%	95
2021 Q3	$365K	Hold	1,800	–	–	0.21%	89
2021 Q2	$349K	Hold	1,800	–	–	0.2%	86
2021 Q1	$365K	Hold	1,800	–	–	0.24%	76
2020 Q4	$299K	Buy	+1,800	New	+$292K	0.26%	65

Other funds holding LOW

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TrueWealth Advisors's LOW Position: Q2 2026 in Review

TrueWealth Advisors held its Lowe's Companies (LOW) position steady in Q2 2026 at 3,729 shares worth $822K. The position accounts for 0.19% of the portfolio, ranked #104.

TrueWealth Advisors first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

TrueWealth Advisors held 3,729 shares of Lowe's Companies worth $822K as of Q2 2026.
TrueWealth Advisors left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.19% of TrueWealth Advisors's portfolio in Q2 2026, its #104 holding.
TrueWealth Advisors first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's Lowe's Companies position peaked at $1.08M in Q3 2024.
1,234 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.