WDG
LOW icon

Wealth Dimensions Group’s Lowe's Companies LOW Stock Holding History

Wealth Dimensions 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
Q2 		$528K Sell
2,393
-89
-4% -$20.2K 0.09% 100
2026
Q1 		$586K Buy
2,482
+25
+1% +$6.52K 0.12% 94
2025
Q4 		$593K Sell
2,457
-9
-0.4% -$2.16K 0.12% 92
2025
Q3 		$620K Hold
2,466
– – 0.13% 91
2025
Q2 		$547K Hold
2,466
– – 0.12% 100
2025
Q1 		$575K Sell
2,466
-24
-1% -$5.91K 0.14% 91
2024
Q4 		$615K Buy
2,490
+19
+0.8% +$5.07K 0.15% 79
2024
Q3 		$669K Hold
2,471
– – 0.17% 70
2024
Q2 		$545K Buy
2,471
+34
+1% +$7.76K 0.16% 75
2024
Q1 		$621K Sell
2,437
-8
-0.3% -$1.84K 0.18% 66
2023
Q4 		$544K Sell
2,445
-76
-3% -$15.4K 0.17% 71
2023
Q3 		$524K Sell
2,521
-130
-5% -$29.2K 0.19% 75
2023
Q2 		$598K Sell
2,651
-78
-3% -$16.2K 0.22% 64
2023
Q1 		$546K Sell
2,729
-91
-3% -$18.5K 0.21% 68
2022
Q4 		$562K Buy
2,820
+420
+18% +$83.9K 0.23% 56
2022
Q3 		$451K Buy
2,400
+16
+0.7% +$3.12K 0.22% 61
2022
Q2 		$416K Sell
2,384
-16
-0.7% -$3.08K 0.2% 76
2022
Q1 		$485K Buy
2,400
+16
+0.7% +$3.68K 0.22% 74
2021
Q4 		$616K Hold
2,384
– – 0.3% 55
2021
Q3 		$484K Sell
2,384
-210
-8% -$41.9K 0.31% 69
2021
Q2 		$503K Sell
2,594
-24
-0.9% -$4.7K 0.34% 62
2021
Q1 		$498K Sell
2,618
-52
-2% -$8.92K 0.39% 58
2020
Q4 		$429K Buy
+2,670
New +$434K 0.37% 58

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

Wealth Dimensions Group's LOW Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Lowe's Companies (LOW) stake by 3.6% in Q2 2026, selling an estimated $20.2K and leaving 2,393 shares worth $528K. The position accounts for 0.09% of the portfolio, ranked #100.

Wealth Dimensions Group first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $669K in Q3 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Wealth Dimensions Group held 2,393 shares of Lowe's Companies worth $528K as of Q2 2026.
  • Wealth Dimensions Group sold 89 Lowe's Companies shares in Q2 2026, an estimated $20.2K.
  • Lowe's Companies made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #100 holding.
  • Wealth Dimensions Group first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Lowe's Companies position peaked at $669K in Q3 2024.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.