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

Wealth Enhancement Trust 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 		$1.4M Sell
6,329
-1,154
-15% -$262K 0.16% 123
2026
Q1 		$1.77M Buy
7,483
+1,358
+22% +$354K 0.21% 97
2025
Q4 		$1.48M Buy
+6,125
New +$1.47M 0.19% 102

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealth Enhancement Trust Services's LOW Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Lowe's Companies (LOW) stake by 15% in Q2 2026, selling an estimated $262K and leaving 6,329 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #123.

Wealth Enhancement Trust Services first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 2,088 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Wealth Enhancement Trust Services held 6,329 shares of Lowe's Companies worth $1.4M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,154 Lowe's Companies shares in Q2 2026, an estimated $262K.
  • Lowe's Companies made up 0.16% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #123 holding.
  • Wealth Enhancement Trust Services first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Lowe's Companies position peaked at $1.77M in Q1 2026.
  • 2,088 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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