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Vertrix Wealth Management’s Lowe's Companies LOW Stock Holding History

Vertrix Wealth Management’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 		$5.18M Buy
23,496
+374
+2% +$84.9K 1.74% 20
2026
Q1 		$5.46M Buy
+23,122
New +$6.03M 2.01% 12

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

Vertrix Wealth Management's LOW Position: Q2 2026 in Review

Vertrix Wealth Management increased its Lowe's Companies (LOW) stake by 1.6% in Q2 2026, buying an estimated $84.9K and bringing the position to 23,496 shares worth $5.18M. The position accounts for 1.74% of the portfolio, ranked #20.

Vertrix Wealth Management first reported a position in LOW in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.46M in Q1 2026. 2,635 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Vertrix Wealth Management held 23,496 shares of Lowe's Companies worth $5.18M as of Q2 2026.
  • Vertrix Wealth Management bought 374 Lowe's Companies shares in Q2 2026, an estimated $84.9K.
  • Lowe's Companies made up 1.74% of Vertrix Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Vertrix Wealth Management first reported a position in Lowe's Companies in Q1 2026 and has held it in 2 quarters since.
  • Vertrix Wealth Management's Lowe's Companies position peaked at $5.46M in Q1 2026.
  • 2,635 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.