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Ullmann Wealth Partners Group’s Lowe's Companies LOW Stock Holding History

Ullmann Wealth Partners 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
Q2 		– Sell
-1,270
Closed -$300K – 177
2026
Q1 		$300K Buy
1,270
+153
+14% +$39.9K 0.03% 129
2025
Q4 		$266K Hold
1,117
– – 0.03% 132
2025
Q3 		$281K Buy
1,117
+4
+0.4% +$983 0.03% 129
2025
Q2 		$247K Buy
1,113
+22
+2% +$4.91K 0.03% 127
2025
Q1 		$254K Buy
1,091
+143
+15% +$35.2K 0.03% 123
2024
Q4 		$234K Hold
948
– – 0.03% 121
2024
Q3 		$257K Buy
+948
New +$230K 0.03% 117
2024
Q2 		– Sell
-895
Closed -$228K – 115
2024
Q1 		$228K Buy
+895
New +$206K 0.03% 105

Other funds holding LOW

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

Ullmann Wealth Partners Group's LOW Position: Q2 2026 in Review

Ullmann Wealth Partners Group sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 1,270 shares — an estimated $300K sold.

Ullmann Wealth Partners Group first reported a position in LOW in Q1 2024 and held it in 8 quarters. The position peaked at $300K in Q1 2026. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Ullmann Wealth Partners Group reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 1,270 Lowe's Companies shares in Q2 2026, an estimated $300K.
  • Ullmann Wealth Partners Group first reported a position in Lowe's Companies in Q1 2024 and held it in 8 quarters.
  • Ullmann Wealth Partners Group's Lowe's Companies position peaked at $300K in Q1 2026.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.