Waterfront Wealth
LOW icon

Waterfront Wealth’s Lowe's Companies LOW Stock Holding History

Waterfront Wealth’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 		$1.04M Buy
5,238
+25
+0.5% +$5.19K 0.17% 159
2026
Q2 		$1.1M Buy
5,213
+42
+0.8% +$9.5K 0.17% 153
2026
Q1 		$1.22M Buy
5,171
+231
+5% +$60.2K 0.22% 133
2025
Q4 		$1.37M Buy
4,940
+10
+0.2% +$2.4K 0.26% 116
2025
Q3 		$1.2M Sell
4,930
-117
-2% -$28.7K 0.25% 121
2025
Q2 		$1.12M Sell
5,047
-138
-3% -$30.8K 0.25% 122
2025
Q1 		$1.21M Sell
5,185
-24
-0.5% -$5.9K 0.3% 104
2024
Q4 		$1.29M Buy
5,209
+79
+2% +$21.1K 0.31% 92
2024
Q3 		$1.35M Buy
5,130
+159
+3% +$38.5K 0.33% 83
2024
Q2 		$1.1M Buy
4,971
+1,364
+38% +$311K 0.3% 102
2024
Q1 		$830K Buy
3,607
+3
+0.1% +$690 0.23% 138
2023
Q4 		$802K Buy
3,604
+93
+3% +$18.9K 0.24% 128
2023
Q3 		$661K Buy
3,511
+34
+1% +$7.65K 0.22% 137
2023
Q2 		$812K Buy
3,477
+85
+3% +$17.7K 0.24% 125
2023
Q1 		$678K Buy
3,392
+152
+5% +$30.9K 0.22% 135
2022
Q4 		$656K Buy
3,240
+160
+5% +$32K 0.23% 139
2022
Q3 		$599K Sell
3,080
-374
-11% -$72.8K 0.23% 133
2022
Q2 		$603K Buy
3,454
+916
+36% +$177K 0.24% 118
2022
Q1 		$524K Buy
2,538
+1,217
+92% +$280K 0.19% 123
2021
Q4 		$341K Buy
+1,321
New +$314K 0.14% 150

Other funds holding LOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Waterfront Wealth's LOW Position: Q3 2026 in Review

Waterfront Wealth increased its Lowe's Companies (LOW) stake by 0.48% in Q3 2026, buying an estimated $5.19K and bringing the position to 5,238 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #159.

Waterfront Wealth first reported a position in LOW in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.37M in Q4 2025. 1,501 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Waterfront Wealth held 5,238 shares of Lowe's Companies worth $1.04M as of Q3 2026.
  • Waterfront Wealth bought 25 Lowe's Companies shares in Q3 2026, an estimated $5.19K.
  • Lowe's Companies made up 0.17% of Waterfront Wealth's portfolio in Q3 2026, its #159 holding.
  • Waterfront Wealth first reported a position in Lowe's Companies in Q4 2021 and has held it in 20 quarters since.
  • Waterfront Wealth's Lowe's Companies position peaked at $1.37M in Q4 2025.
  • 1,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.