WCFA
LOW icon

Walkner Condon Financial Advisors’s Lowe's Companies LOW Stock Holding History

Walkner Condon Financial 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 		– Sell
-945
Closed -$228K – 332
2025
Q4 		$228K Buy
945
+39
+4% +$9.36K 0.03% 281
2025
Q3 		$228K Buy
+906
New +$223K 0.04% 269

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Walkner Condon Financial Advisors's LOW Position: Q1 2026 in Review

Walkner Condon Financial Advisors sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 945 shares — an estimated $228K sold.

Walkner Condon Financial Advisors first reported a position in LOW in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 2,695 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Walkner Condon Financial Advisors reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 945 Lowe's Companies shares in Q1 2026, an estimated $228K.
  • Walkner Condon Financial Advisors first reported a position in Lowe's Companies in Q3 2025 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's Lowe's Companies position peaked at $228K in Q4 2025.
  • 2,695 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.