Values First Advisors’s Lowe's Companies LOW Stock Holding History

Values First 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	$2.43M	Buy	10,302 +12	+0.1%	+$3.13K	1.27%	15
2025 Q4	$2.48M	Sell	10,290 -187	-2%	-$44.9K	1.29%	14
2025 Q3	$2.63M	Sell	10,477 -117	-1%	-$28.7K	1.41%	15
2025 Q2	$2.35M	Buy	10,594 +723	+7%	+$161K	1.28%	14
2025 Q1	$2.3M	Buy	9,871 +7,440	+306%	+$1.83M	1.34%	12
2024 Q4	$600K	Sell	2,431 -638	-21%	-$170K	0.33%	85
2024 Q3	$831K	Buy	3,069 +275	+10%	+$66.6K	0.45%	61
2024 Q2	$616K	Sell	2,794 -363	-11%	-$82.8K	0.37%	73
2024 Q1	$804K	Sell	3,157 -833	-21%	-$191K	0.47%	65
2023 Q4	$888K	Buy	3,990 +509	+15%	+$103K	0.54%	56
2023 Q3	$723K	Sell	3,481 -1,015	-23%	-$228K	0.47%	64
2023 Q2	$1.01M	Buy	4,496 +195	+5%	+$40.6K	0.61%	48
2023 Q1	$860K	Sell	4,301 -26	-0.6%	-$5.28K	0.55%	53
2022 Q4	$862K	Sell	4,327 -277	-6%	-$55.4K	0.6%	51
2022 Q3	$865K	Sell	4,604 -844	-15%	-$164K	0.62%	53
2022 Q2	$952K	Buy	5,448 +1,708	+46%	+$329K	0.68%	49
2022 Q1	$756K	Sell	3,740 -449	-11%	-$103K	0.48%	65
2021 Q4	$1.08M	Buy	4,189 +623	+17%	+$148K	0.64%	52
2021 Q3	$723K	Buy	3,566 +59	+2%	+$11.8K	0.47%	70
2021 Q2	$680K	Sell	3,507 -185	-5%	-$36.2K	0.46%	79
2021 Q1	$702K	Buy	3,692 +145	+4%	+$24.9K	0.52%	71
2020 Q4	$569K	Buy	3,547 +219	+7%	+$35.6K	0.45%	78
2020 Q3	$552K	Sell	3,328 -568	-15%	-$87.5K	0.51%	67
2020 Q2	$526K	Buy	3,896 +86	+2%	+$9.82K	0.52%	66
2020 Q1	$328K	Buy	3,810 +569	+18%	+$62.2K	0.39%	77
2019 Q4	$388K	Buy	+3,241	New	+$371K	0.37%	87

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Values First Advisors's LOW Position: Q1 2026 in Review

Values First Advisors increased its Lowe's Companies (LOW) stake by 0.12% in Q1 2026, buying an estimated $3.13K and bringing the position to 10,302 shares worth $2.43M. The position accounts for 1.27% of the portfolio, ranked #15.

Values First Advisors first reported a position in LOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.63M in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Values First Advisors held 10,302 shares of Lowe's Companies worth $2.43M as of Q1 2026.
Values First Advisors bought 12 Lowe's Companies shares in Q1 2026, an estimated $3.13K.
Lowe's Companies made up 1.27% of Values First Advisors's portfolio in Q1 2026, its #15 holding.
Values First Advisors first reported a position in Lowe's Companies in Q4 2019 and has held it in 26 quarters since.
Values First Advisors's Lowe's Companies position peaked at $2.63M in Q3 2025.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.