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Turning Point Benefit Group’s Lowe's Companies LOW Stock Holding History

Turning Point Benefit 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
Q1 		– Sell
-74
Closed -$17.8K – 494
2025
Q4 		$17.8K Buy
74
+8
+12% +$1.92K 0.01% 201
2025
Q3 		$16.4K Buy
+66
New +$16.2K 0.01% 193

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

Turning Point Benefit Group's LOW Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 74 shares — an estimated $17.8K sold.

Turning Point Benefit Group first reported a position in LOW in Q3 2025 and held it in 2 quarters. The position peaked at $17.8K in Q4 2025. 2,695 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 74 Lowe's Companies shares in Q1 2026, an estimated $17.8K.
  • Turning Point Benefit Group first reported a position in Lowe's Companies in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Lowe's Companies position peaked at $17.8K in Q4 2025.
  • 2,695 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.