Values Added Financial
LOW icon

Values Added Financial’s Lowe's Companies LOW Stock Holding History

Values Added Financial’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 		$212K Sell
1,150
-10
-0.9% -$2.08K 0.08% 137
2026
Q2 		$256K Buy
1,160
+29
+3% +$6.59K 0.09% 122
2026
Q1 		$267K Sell
1,131
-2
-0.2% -$522 0.11% 109
2025
Q4 		$273K Buy
1,133
+29
+3% +$6.96K 0.12% 108
2025
Q3 		$277K Buy
1,104
+40
+4% +$9.8K 0.12% 105
2025
Q2 		$236K Buy
+1,064
New +$237K 0.11% 112

Other funds holding LOW

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Hardin Capital Partners
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Values Added Financial's LOW Position: Q3 2026 in Review

Values Added Financial reduced its Lowe's Companies (LOW) stake by 0.86% in Q3 2026, selling an estimated $2.08K and leaving 1,150 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #137.

Values Added Financial first reported a position in LOW in Q2 2025 and has held it in 6 quarters since. The position peaked at $277K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Values Added Financial held 1,150 shares of Lowe's Companies worth $212K as of Q3 2026.
  • Values Added Financial sold 10 Lowe's Companies shares in Q3 2026, an estimated $2.08K.
  • Lowe's Companies made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #137 holding.
  • Values Added Financial first reported a position in Lowe's Companies in Q2 2025 and has held it in 6 quarters since.
  • Values Added Financial's Lowe's Companies position peaked at $277K in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.