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Waverly Advisors’s Lowe's Companies LOW Stock Holding History

Waverly 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
Q2 		$8.9M Buy
40,344
+1,383
+4% +$314K 0.05% 315
2026
Q1 		$9.21M Buy
38,961
+784
+2% +$204K 0.07% 276
2025
Q4 		$9.21M Buy
38,177
+17,005
+80% +$4.08M 0.07% 260
2025
Q3 		$5.32M Buy
21,172
+659
+3% +$162K 0.05% 311
2025
Q2 		$4.55M Buy
20,513
+648
+3% +$145K 0.05% 319
2025
Q1 		$4.63M Buy
19,865
+1,920
+11% +$472K 0.06% 308
2024
Q4 		$4.43M Sell
17,945
-589
-3% -$157K 0.07% 237
2024
Q3 		$5.02M Buy
18,534
+561
+3% +$136K 0.09% 197
2024
Q2 		$3.96M Buy
17,973
+1,985
+12% +$453K 0.08% 219
2024
Q1 		$4.07M Buy
15,988
+5,499
+52% +$1.26M 0.1% 170
2023
Q4 		$2.33M Buy
10,489
+3,960
+61% +$803K 0.09% 132
2023
Q3 		$1.36M Buy
6,529
+194
+3% +$43.6K 0.06% 173
2023
Q2 		$1.43M Buy
6,335
+38
+0.6% +$7.9K 0.06% 155
2023
Q1 		$1.26M Sell
6,297
-60
-0.9% -$12.2K 0.07% 129
2022
Q4 		$1.27M Buy
6,357
+4,936
+347% +$987K 0.07% 120
2022
Q3 		$267K Buy
+1,421
New +$277K 0.02% 205
2021
Q4 		– Sell
-1,148
Closed -$267K – 211
2021
Q3 		$267K Buy
+1,148
New +$229K 0.02% 182
2016
Q1 		– Sell
-12,900
Closed -$981K – 115
2015
Q4 		$981K Buy
+12,900
New +$958K 0.43% 25
2014
Q1 		– Sell
-13,685
Closed -$678K – 784
2013
Q4 		$678K Hold
13,685
– – 0.24% 45
2013
Q3 		$652K Buy
13,685
+58
+0.4% +$2.63K 0.33% 28
2013
Q2 		$557K Buy
+13,627
New +$548K 0.32% 34

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

Waverly Advisors's LOW Position: Q2 2026 in Review

Waverly Advisors increased its Lowe's Companies (LOW) stake by 3.5% in Q2 2026, buying an estimated $314K and bringing the position to 40,344 shares worth $8.9M. The position accounts for 0.05% of the portfolio, ranked #315.

Waverly Advisors first reported a position in LOW in Q2 2013 and has held it in 21 quarters since. The position peaked at $9.21M in Q4 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Waverly Advisors held 40,344 shares of Lowe's Companies worth $8.9M as of Q2 2026.
  • Waverly Advisors bought 1,383 Lowe's Companies shares in Q2 2026, an estimated $314K.
  • Lowe's Companies made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #315 holding.
  • Waverly Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 21 quarters since.
  • Waverly Advisors's Lowe's Companies position peaked at $9.21M in Q4 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.