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 Q3	$2.05M	Sell	11,141 -354	-3%	-$73.5K	0.97%	26
2026 Q2	$2.53M	Buy	11,495 +1,193	+12%	+$271K	1.16%	19
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%	+$9.8K	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

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

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

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Values First Advisors's LOW Position: Q3 2026 in Review

Values First Advisors reduced its Lowe's Companies (LOW) stake by 3.1% in Q3 2026, selling an estimated $73.5K and leaving 11,141 shares worth $2.05M. The position accounts for 0.97% of the portfolio, ranked #26.

Values First Advisors first reported a position in LOW in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.63M in Q3 2025. 967 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Values First Advisors held 11,141 shares of Lowe's Companies worth $2.05M as of Q3 2026.
Values First Advisors sold 354 Lowe's Companies shares in Q3 2026, an estimated $73.5K.
Lowe's Companies made up 0.97% of Values First Advisors's portfolio in Q3 2026, its #26 holding.
Values First Advisors first reported a position in Lowe's Companies in Q4 2019 and has held it in 28 quarters since.
Values First Advisors's Lowe's Companies position peaked at $2.63M in Q3 2025.
967 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.