VA
LOW icon

Valmark Advisers’s Lowe's Companies LOW Stock Holding History

Valmark Advisers’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 		$2.47M Sell
11,199
-247
-2% -$56.1K 0.03% 237
2026
Q1 		$2.7M Buy
11,446
+255
+2% +$66.5K 0.03% 203
2025
Q4 		$2.7M Sell
11,191
-73
-0.6% -$17.5K 0.03% 201
2025
Q3 		$2.83M Sell
11,264
-271
-2% -$66.6K 0.04% 179
2025
Q2 		$2.56M Buy
11,535
+25
+0.2% +$5.58K 0.04% 187
2025
Q1 		$2.68M Buy
11,510
+211
+2% +$51.9K 0.04% 167
2024
Q4 		$2.79M Sell
11,299
-254
-2% -$67.8K 0.04% 160
2024
Q3 		$3.13M Buy
11,553
+177
+2% +$42.9K 0.05% 142
2024
Q2 		$2.51M Buy
11,376
+220
+2% +$50.2K 0.04% 152
2024
Q1 		$2.84M Buy
11,156
+91
+0.8% +$20.9K 0.05% 138
2023
Q4 		$2.46M Buy
11,065
+717
+7% +$145K 0.05% 140
2023
Q3 		$2.15M Sell
10,348
-29
-0.3% -$6.52K 0.04% 138
2023
Q2 		$2.34M Sell
10,377
-238
-2% -$49.5K 0.05% 131
2023
Q1 		$2.12M Buy
10,615
+224
+2% +$45.5K 0.05% 137
2022
Q4 		$2.07M Sell
10,391
-51
-0.5% -$10.2K 0.05% 135
2022
Q3 		$1.96M Sell
10,442
-123
-1% -$24K 0.04% 121
2022
Q2 		$1.84M Sell
10,565
-162
-2% -$31.2K 0.04% 121
2022
Q1 		$2.17M Buy
10,727
+226
+2% +$52K 0.04% 117
2021
Q4 		$2.71M Sell
10,501
-182
-2% -$43.3K 0.05% 99
2021
Q3 		$2.17M Sell
10,683
-87
-0.8% -$17.3K 0.04% 109
2021
Q2 		$2.09M Sell
10,770
-542
-5% -$106K 0.04% 112
2021
Q1 		$2.15M Buy
11,312
+607
+6% +$104K 0.04% 106
2020
Q4 		$1.72M Buy
10,705
+8,801
+462% +$1.43M 0.04% 115
2020
Q3 		$316K Buy
1,904
+126
+7% +$19.4K 0.01% 229
2020
Q2 		$240K Buy
+1,778
New +$203K 0.01% 242

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

Valmark Advisers's LOW Position: Q2 2026 in Review

Valmark Advisers reduced its Lowe's Companies (LOW) stake by 2.2% in Q2 2026, selling an estimated $56.1K and leaving 11,199 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #237.

Valmark Advisers first reported a position in LOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.13M in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Valmark Advisers held 11,199 shares of Lowe's Companies worth $2.47M as of Q2 2026.
  • Valmark Advisers sold 247 Lowe's Companies shares in Q2 2026, an estimated $56.1K.
  • Lowe's Companies made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #237 holding.
  • Valmark Advisers first reported a position in Lowe's Companies in Q2 2020 and has held it in 25 quarters since.
  • Valmark Advisers's Lowe's Companies position peaked at $3.13M in Q3 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.