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Wealth Management Associates’s Lowe's Companies LOW Stock Holding History

Wealth Management Associates’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 		$430K Buy
+1,952
New +$443K 0.12% 148
2025
Q3 		– Sell
-2,150
Closed -$477K – 238
2025
Q2 		$477K Hold
2,150
– – 0.19% 100
2025
Q1 		$501K Buy
2,150
+1
+0% +$246 0.21% 91
2024
Q4 		$530K Hold
2,149
– – 0.23% 86
2024
Q3 		$582K Buy
2,149
+261
+14% +$63.2K 0.26% 83
2024
Q2 		$416K Hold
1,888
– – 0.2% 99
2024
Q1 		$416K Sell
1,888
-39
-2% -$8.96K 0.2% 99
2023
Q4 		$429K Buy
1,927
+50
+3% +$10.1K 0.23% 94
2023
Q3 		$390K Buy
1,877
+1
+0.1% +$225 0.23% 94
2023
Q2 		$423K Buy
1,876
+40
+2% +$8.32K 0.24% 87
2023
Q1 		$367K Buy
1,836
+1
+0.1% +$203 0.23% 99
2022
Q4 		$366K Sell
1,835
-515
-22% -$103K 0.24% 96
2022
Q3 		$441K Buy
2,350
+1
+0% +$195 0.31% 87
2022
Q2 		$410K Hold
2,349
– – 0.28% 94
2022
Q1 		$475K Sell
2,349
-732
-24% -$168K 0.27% 95
2021
Q4 		$796K Buy
3,081
+1
+0% +$238 0.43% 57
2021
Q3 		$625K Sell
3,080
-61
-2% -$12.2K 0.37% 68
2021
Q2 		$609K Buy
3,141
+1
+0% +$196 0.35% 68
2021
Q1 		$597K Buy
3,140
+201
+7% +$34.5K 0.38% 64
2020
Q4 		$472K Buy
2,939
+1
+0% +$162 0.31% 80
2020
Q3 		$487K Buy
2,938
+760
+35% +$117K 0.38% 62
2020
Q2 		$294K Buy
+2,178
New +$249K 0.25% 100

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Management Associates's LOW Position: Q2 2026 in Review

Wealth Management Associates opened a new position in Lowe's Companies (LOW) in Q2 2026: 1,952 shares worth $430K. The stake represents 0.12% of the portfolio and ranks #148 among its holdings. This is a return to the name: Wealth Management Associates previously reported a position in LOW as recently as Q2 2025.

Wealth Management Associates first reported a position in LOW in Q2 2020 and has held it in 22 quarters since. The position peaked at $796K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Wealth Management Associates held 1,952 shares of Lowe's Companies worth $430K as of Q2 2026.
  • Lowe's Companies was a new Wealth Management Associates position in Q2 2026.
  • Lowe's Companies made up 0.12% of Wealth Management Associates's portfolio in Q2 2026, its #148 holding.
  • Wealth Management Associates first reported a position in Lowe's Companies in Q2 2020 and has held it in 22 quarters since.
  • Wealth Management Associates's Lowe's Companies position peaked at $796K in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.