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 Q3	$259K	Sell	1,405 -2,324	-62%	-$482K	0.06%	211
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TrueWealth Advisors's LOW Position: Q3 2026 in Review

TrueWealth Advisors reduced its Lowe's Companies (LOW) stake by 62% in Q3 2026, selling an estimated $482K and leaving 1,405 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #211.

TrueWealth Advisors first reported a position in LOW in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q3 2024. 1,487 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

TrueWealth Advisors held 1,405 shares of Lowe's Companies worth $259K as of Q3 2026.
TrueWealth Advisors sold 2,324 Lowe's Companies shares in Q3 2026, an estimated $482K.
Lowe's Companies made up 0.06% of TrueWealth Advisors's portfolio in Q3 2026, its #211 holding.
TrueWealth Advisors first reported a position in Lowe's Companies in Q4 2020 and has held it in 24 quarters since.
TrueWealth Advisors's Lowe's Companies position peaked at $1.08M in Q3 2024.
1,487 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.