Wallace Advisory Group’s Lowe's Companies LOW Stock Holding History

Wallace Advisory Group’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	$408K	Buy	1,726 +142	+9%	+$37K	0.44%	48
2025 Q4	$382K	Sell	1,584 -1,531	-49%	-$368K	0.4%	63
2025 Q3	$691K	Sell	3,115 -416	-12%	-$102K	0.56%	41
2025 Q2	$824K	Buy	3,531 +337	+11%	+$75.2K	0.6%	45
2025 Q1	$788K	Sell	3,194 -678	-18%	-$167K	0.55%	49
2024 Q4	$1.05M	Sell	3,872 -96	-2%	-$25.6K	0.72%	34
2024 Q3	$875K	Sell	3,968 -58	-1%	-$14K	0.64%	38
2024 Q2	$888K	Buy	4,026 +276	+7%	+$63K	0.64%	38
2024 Q1	$835K	Sell	3,750 -64	-2%	-$14.7K	0.63%	43
2023 Q4	$793K	Sell	3,814 -281	-7%	-$57K	0.62%	38
2023 Q3	$924K	Sell	4,095 -148	-3%	-$33.3K	0.66%	35
2023 Q2	$849K	Hold	4,243	–	–	0.65%	36
2023 Q1	$849K	Sell	4,243 -187	-4%	-$38K	0.65%	36
2022 Q4	$883K	Buy	+4,430	New	+$885K	0.7%	33

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

Wallace Advisory Group's LOW Position: Q1 2026 in Review

Wallace Advisory Group increased its Lowe's Companies (LOW) stake by 9% in Q1 2026, buying an estimated $37K and bringing the position to 1,726 shares worth $408K. The position accounts for 0.44% of the portfolio, ranked #48.

Wallace Advisory Group first reported a position in LOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Wallace Advisory Group held 1,726 shares of Lowe's Companies worth $408K as of Q1 2026.
Wallace Advisory Group bought 142 Lowe's Companies shares in Q1 2026, an estimated $37K.
Lowe's Companies made up 0.44% of Wallace Advisory Group's portfolio in Q1 2026, its #48 holding.
Wallace Advisory Group first reported a position in Lowe's Companies in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Lowe's Companies position peaked at $1.05M in Q4 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.