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

TruWealth 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 		$369K Sell
1,561
-3
-0.2% -$782 0.02% 136
2025
Q4 		$377K Sell
1,564
-16
-1% -$3.84K 0.02% 137
2025
Q3 		$397K Buy
1,580
+42
+3% +$10.3K 0.02% 132
2025
Q2 		$341K Hold
1,538
– – 0.02% 135
2025
Q1 		$359K Sell
1,538
-2
-0.1% -$492 0.02% 119
2024
Q4 		$380K Buy
1,540
+1
+0.1% +$267 0.02% 118
2024
Q3 		$417K Sell
1,539
-1
-0.1% -$242 0.03% 109
2024
Q2 		$340K Sell
1,540
-32
-2% -$7.3K 0.02% 123
2024
Q1 		$400K Sell
1,572
-46
-3% -$10.6K 0.03% 112
2023
Q4 		$360K Buy
1,618
+195
+14% +$39.5K 0.03% 104
2023
Q3 		$296K Sell
1,423
-9
-0.6% -$2.02K 0.03% 113
2023
Q2 		$323K Sell
1,432
-283
-17% -$58.9K 0.03% 105
2023
Q1 		$343K Buy
1,715
+32
+2% +$6.5K 0.03% 106
2022
Q4 		$335K Buy
1,683
+163
+11% +$32.6K 0.03% 104
2022
Q3 		$286K Sell
1,520
-4
-0.3% -$779 0.03% 109
2022
Q2 		$266K Buy
1,524
+293
+24% +$56.5K 0.03% 112
2022
Q1 		$249K Hold
1,231
– – 0.03% 106
2021
Q4 		$318K Sell
1,231
-1
-0.1% -$238 0.03% 94
2021
Q3 		$250K Sell
1,232
-49
-4% -$9.77K 0.03% 104
2021
Q2 		$249K Buy
1,281
+104
+9% +$20.3K 0.03% 101
2021
Q1 		$224K Buy
+1,177
New +$202K 0.03% 102

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

TruWealth Advisors's LOW Position: Q1 2026 in Review

TruWealth Advisors reduced its Lowe's Companies (LOW) stake by 0.19% in Q1 2026, selling an estimated $782 and leaving 1,561 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #136.

TruWealth Advisors first reported a position in LOW in Q1 2021 and has held it in 21 quarters since. The position peaked at $417K in Q3 2024. 2,698 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • TruWealth Advisors held 1,561 shares of Lowe's Companies worth $369K as of Q1 2026.
  • TruWealth Advisors sold 3 Lowe's Companies shares in Q1 2026, an estimated $782.
  • Lowe's Companies made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #136 holding.
  • TruWealth Advisors first reported a position in Lowe's Companies in Q1 2021 and has held it in 21 quarters since.
  • TruWealth Advisors's Lowe's Companies position peaked at $417K in Q3 2024.
  • 2,698 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.