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Waddell & Associates’s Lowe's Companies LOW Stock Holding History

Waddell & Associates’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 		$532K Sell
2,415
-665
-22% -$151K 0.03% 260
2026
Q1 		$728K Sell
3,080
-34
-1% -$8.87K 0.04% 152
2025
Q4 		$751K Buy
3,114
+175
+6% +$42K 0.05% 117
2025
Q3 		$739K Buy
2,939
+213
+8% +$52.3K 0.06% 92
2025
Q2 		$605K Buy
2,726
+17
+0.6% +$3.79K 0.06% 92
2025
Q1 		$632K Buy
2,709
+1,752
+183% +$431K 0.08% 69
2024
Q4 		$236K Sell
957
-79
-8% -$21.1K 0.02% 139
2024
Q3 		$280K Buy
1,036
+82
+9% +$19.9K 0.03% 127
2024
Q2 		$210K Sell
954
-37
-4% -$8.44K 0.03% 131
2024
Q1 		$253K Buy
+991
New +$228K 0.03% 122
2022
Q1 		– Sell
-979
Closed -$253K – 134
2021
Q4 		$253K Buy
+979
New +$233K 0.04% 107

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Waddell & Associates's LOW Position: Q2 2026 in Review

Waddell & Associates reduced its Lowe's Companies (LOW) stake by 22% in Q2 2026, selling an estimated $151K and leaving 2,415 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #260.

Waddell & Associates first reported a position in LOW in Q4 2021 and has held it in 11 quarters since. The position peaked at $751K in Q4 2025. 948 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Waddell & Associates held 2,415 shares of Lowe's Companies worth $532K as of Q2 2026.
  • Waddell & Associates sold 665 Lowe's Companies shares in Q2 2026, an estimated $151K.
  • Lowe's Companies made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #260 holding.
  • Waddell & Associates first reported a position in Lowe's Companies in Q4 2021 and has held it in 11 quarters since.
  • Waddell & Associates's Lowe's Companies position peaked at $751K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.