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

Wealth Alliance’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 		$1.61M Sell
6,821
-546
-7% -$142K 0.16% 124
2025
Q4 		$1.78M Buy
7,367
+18
+0.2% +$4.32K 0.17% 108
2025
Q3 		$1.85M Sell
7,349
-88
-1% -$21.6K 0.19% 95
2025
Q2 		$1.65M Buy
7,437
+530
+8% +$118K 0.18% 107
2025
Q1 		$1.61M Sell
6,907
-11
-0.2% -$2.71K 0.19% 102
2024
Q4 		$1.71M Sell
6,918
-69
-1% -$18.4K 0.2% 98
2024
Q3 		$1.89M Sell
6,987
-112
-2% -$27.1K 0.23% 86
2024
Q2 		$1.56M Sell
7,099
-131
-2% -$29.9K 0.2% 97
2024
Q1 		$1.84M Sell
7,230
-655
-8% -$151K 0.24% 84
2023
Q4 		$1.75M Sell
7,885
-450
-5% -$91.2K 0.25% 85
2023
Q3 		$1.73M Sell
8,335
-227
-3% -$51.1K 0.27% 73
2023
Q2 		$1.93M Sell
8,562
-277
-3% -$57.6K 0.29% 64
2023
Q1 		$1.77M Buy
8,839
+2,374
+37% +$482K 0.29% 72
2022
Q4 		$1.29M Sell
6,465
-126
-2% -$25.2K 0.23% 103
2022
Q3 		$1.24M Sell
6,591
-127
-2% -$24.7K 0.24% 91
2022
Q2 		$1.17M Buy
6,718
+1,557
+30% +$300K 0.23% 102
2022
Q1 		$1.04M Sell
5,161
-1,447
-22% -$333K 0.21% 107
2021
Q4 		$1.71M Sell
6,608
-371
-5% -$88.2K 0.34% 58
2021
Q3 		$1.42M Buy
6,979
+62
+0.9% +$12.4K 0.32% 63
2021
Q2 		$1.34M Sell
6,917
-251
-4% -$49.1K 0.32% 71
2021
Q1 		$1.36M Sell
7,168
-1,545
-18% -$265K 0.38% 58
2020
Q4 		$1.4M Buy
8,713
+710
+9% +$115K 0.41% 53
2020
Q3 		$1.33M Sell
8,003
-599
-7% -$92.2K 0.48% 48
2020
Q2 		$1.16M Buy
8,602
+949
+12% +$108K 0.46% 51
2020
Q1 		$659K Buy
+7,653
New +$836K 0.36% 81

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Alliance's LOW Position: Q1 2026 in Review

Wealth Alliance reduced its Lowe's Companies (LOW) stake by 7.4% in Q1 2026, selling an estimated $142K and leaving 6,821 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #124.

Wealth Alliance first reported a position in LOW in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.93M in Q2 2023. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Wealth Alliance held 6,821 shares of Lowe's Companies worth $1.61M as of Q1 2026.
  • Wealth Alliance sold 546 Lowe's Companies shares in Q1 2026, an estimated $142K.
  • Lowe's Companies made up 0.16% of Wealth Alliance's portfolio in Q1 2026, its #124 holding.
  • Wealth Alliance first reported a position in Lowe's Companies in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Lowe's Companies position peaked at $1.93M in Q2 2023.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.