Wealth Enhancement Advisory Services
LOW icon

Wealth Enhancement Advisory Services’s Lowe's Companies LOW Stock Holding History

Wealth Enhancement Advisory Services’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 		$47.8M Buy
310,907
+11,902
+4% +$2.7M 0.08% 218
2026
Q1 		$50.4M Sell
299,005
-106,554
-26% -$27.8M 0.1% 187
2025
Q4 		$100M Sell
405,559
-20,566
-5% -$4.94M 0.14% 134
2025
Q3 		$102M Sell
426,125
-531
-0.1% -$130K 0.15% 126
2025
Q2 		$97.4M Buy
426,656
+8,832
+2% +$1.97M 0.16% 121
2025
Q1 		$97.4M Buy
417,824
+20,434
+5% +$5.03M 0.19% 104
2024
Q4 		$98.1M Buy
397,390
+39,616
+11% +$10.6M 0.19% 109
2024
Q3 		$96.9M Sell
357,774
-5,224
-1% -$1.27M 0.21% 100
2024
Q2 		$80M Buy
362,998
+21,326
+6% +$4.87M 0.19% 106
2024
Q1 		$87M Sell
341,672
-28,771
-8% -$6.61M 0.23% 95
2023
Q4 		$82.4M Buy
370,443
+17,926
+5% +$3.63M 0.24% 91
2023
Q3 		$73.3M Buy
352,517
+275,618
+358% +$62M 0.24% 86
2023
Q2 		$17.4M Buy
76,899
+73,813
+2,392% +$15.4M 0.19% 61
2023
Q1 		$617K Sell
3,086
-84,361
-96% -$17.1M 0.01% 367
2022
Q4 		$17.7M Buy
+87,447
New +$17.5M 0.23% 62
2022
Q3 		– Sell
-9,516
Closed -$1.73M – 360
2022
Q2 		$1.73M Buy
9,516
+1,809
+23% +$349K 0.02% 211
2022
Q1 		$1.57M Buy
7,707
+412
+6% +$94.8K 0.02% 202
2021
Q4 		$1.72M Buy
+7,295
New +$1.73M 0.02% 180
2020
Q2 		– Sell
-31,184
Closed -$3.23M – 237
2020
Q1 		$3.23M Buy
31,184
+14,512
+87% +$1.59M 0.12% 80
2019
Q4 		$2M Buy
16,672
+454
+3% +$51.9K 0.07% 110
2019
Q3 		$1.8M Buy
16,218
+4,274
+36% +$451K 0.07% 112
2019
Q2 		$1.24M Buy
+11,944
New +$1.26M 0.05% 132

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 Enhancement Advisory Services's LOW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lowe's Companies (LOW) stake by 4% in Q2 2026, buying an estimated $2.7M and bringing the position to 310,907 shares worth $47.8M. The position accounts for 0.08% of the portfolio, ranked #218.

Wealth Enhancement Advisory Services first reported a position in LOW in Q2 2019 and has held it in 22 quarters since. The position peaked at $102M in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 310,907 shares of Lowe's Companies worth $47.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,902 Lowe's Companies shares in Q2 2026, an estimated $2.7M.
  • Lowe's Companies made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #218 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lowe's Companies in Q2 2019 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's Lowe's Companies position peaked at $102M in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.