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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
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 $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 Dimensions Group's LOW Position: Q1 2026 in Review

Wealth Dimensions Group increased its Lowe's Companies (LOW) stake by 1% in Q1 2026, buying an estimated $6.52K and bringing the position to 2,482 shares worth $586K. The position accounts for 0.12% of the portfolio, ranked #94.

Wealth Dimensions Group first reported a position in LOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $669K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Wealth Dimensions Group held 2,482 shares of Lowe's Companies worth $586K as of Q1 2026.
  • Wealth Dimensions Group bought 25 Lowe's Companies shares in Q1 2026, an estimated $6.52K.
  • Lowe's Companies made up 0.12% of Wealth Dimensions Group's portfolio in Q1 2026, its #94 holding.
  • Wealth Dimensions Group first reported a position in Lowe's Companies in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Lowe's Companies position peaked at $669K in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.