WIM
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WealthPlan Investment Management’s Lowe's Companies LOW Stock Holding History

WealthPlan Investment Management’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 		$1.24M Sell
5,611
-3,606
-39% -$819K 0.06% 212
2026
Q1 		$2.18M Buy
9,217
+885
+11% +$231K 0.12% 148
2025
Q4 		$2.01M Sell
8,332
-290
-3% -$69.6K 0.13% 141
2025
Q3 		$2.17M Buy
8,622
+99
+1% +$24.3K 0.14% 125
2025
Q2 		$1.89M Sell
8,523
-111
-1% -$24.8K 0.14% 130
2025
Q1 		$2.01M Sell
8,634
-522
-6% -$128K 0.2% 98
2024
Q4 		$2.26M Buy
9,156
+1,032
+13% +$276K 0.22% 96
2024
Q3 		$2.2M Sell
8,124
-95
-1% -$23K 0.22% 96
2024
Q2 		$1.81M Sell
8,219
-89
-1% -$20.3K 0.27% 76
2024
Q1 		$2.12M Sell
8,308
-76
-0.9% -$17.5K 0.32% 72
2023
Q4 		$1.87M Sell
8,384
-1,342
-14% -$272K 0.3% 75
2023
Q3 		$2.02M Buy
9,726
+2,296
+31% +$517K 0.36% 69
2023
Q2 		$1.68M Sell
7,430
-3,566
-32% -$742K 0.5% 66
2023
Q1 		$2.2M Sell
10,996
-8,011
-42% -$1.63M 0.38% 67
2022
Q4 		$4.07M Sell
19,007
-1,166
-6% -$233K 0.28% 79
2022
Q3 		$4.17M Buy
+20,173
New +$3.93M 0.3% 78
2022
Q1 		$16.9M Buy
+85,568
New +$19.7M 1.17% 21

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

WealthPlan Investment Management's LOW Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Lowe's Companies (LOW) stake by 39% in Q2 2026, selling an estimated $819K and leaving 5,611 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #212.

WealthPlan Investment Management first reported a position in LOW in Q1 2022 and has held it in 17 quarters since. The position peaked at $16.9M in Q1 2022. 1,025 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • WealthPlan Investment Management held 5,611 shares of Lowe's Companies worth $1.24M as of Q2 2026.
  • WealthPlan Investment Management sold 3,606 Lowe's Companies shares in Q2 2026, an estimated $819K.
  • Lowe's Companies made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #212 holding.
  • WealthPlan Investment Management first reported a position in Lowe's Companies in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Lowe's Companies position peaked at $16.9M in Q1 2022.
  • 1,025 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.