WealthPLAN Partners’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $890K | Sell |
4,035
-553
| -12% | -$126K | 0.17% | 115 |
|
|
2026
Q1 | $1.08M | Sell |
4,588
-851
| -16% | -$222K | 0.21% | 113 |
|
|
2025
Q4 | $1.31M | Sell |
5,439
-86
| -2% | -$20.6K | 0.2% | 114 |
|
|
2025
Q3 | $1.39M | Sell |
5,525
-61
| -1% | -$15K | 0.21% | 110 |
|
|
2025
Q2 | $1.24M | Sell |
5,586
-36
| -0.6% | -$8.03K | 0.2% | 111 |
|
|
2025
Q1 | $1.31M | Sell |
5,622
-223
| -4% | -$54.9K | 0.18% | 107 |
|
|
2024
Q4 | $1.44M | Sell |
5,845
-680
| -10% | -$182K | 0.2% | 109 |
|
|
2024
Q3 | $1.77M | Sell |
6,525
-779
| -11% | -$189K | 0.24% | 101 |
|
|
2024
Q2 | $1.61M | Sell |
7,304
-4
| -0.1% | -$913 | 0.17% | 121 |
|
|
2024
Q1 | $1.86M | Sell |
7,308
-854
| -10% | -$196K | 0.19% | 121 |
|
|
2023
Q4 | $1.82M | Buy |
8,162
+19
| +0.2% | +$3.85K | 0.19% | 123 |
|
|
2023
Q3 | $1.69M | Buy |
8,143
+915
| +13% | +$206K | 0.2% | 115 |
|
|
2023
Q2 | $1.63M | Sell |
7,228
-691
| -9% | -$144K | 0.23% | 103 |
|
|
2023
Q1 | $1.58M | Sell |
7,919
-11,088
| -58% | -$2.25M | 0.18% | 110 |
|
|
2022
Q4 | $4.06M | Buy |
+19,007
| New | +$3.8M | 0.28% | 79 |
|
|
2022
Q1 | $16.9M | Buy |
85,568
+4,301
| +5% | +$989K | 1.17% | 21 |
|
|
2021
Q4 | $19.3M | Buy |
81,267
+2,297
| +3% | +$546K | 1.27% | 14 |
|
|
2021
Q3 | $20.3M | Sell |
78,970
-11,097
| -12% | -$2.21M | 1.35% | 14 |
|
|
2021
Q2 | $17.5M | Buy |
90,067
+5,754
| +7% | +$1.13M | 1.23% | 16 |
|
|
2021
Q1 | $16.9M | Sell |
84,313
-2,244
| -3% | -$385K | 1.31% | 15 |
|
|
2020
Q4 | $15M | Buy |
86,557
+5,837
| +7% | +$948K | 1.27% | 18 |
|
|
2020
Q3 | $12.8M | Sell |
80,720
-6,528
| -7% | -$1.01M | 1.24% | 17 |
|
|
2020
Q2 | $13.6M | Sell |
87,248
-17,375
| -17% | -$1.98M | 1.41% | 13 |
|
|
2020
Q1 | $11.5M | Buy |
104,623
+25,991
| +33% | +$2.84M | 1.5% | 13 |
|
|
2019
Q4 | $9.83M | Buy |
78,632
+3,928
| +5% | +$449K | 1.16% | 14 |
|
|
2019
Q3 | $8.43M | Buy |
74,704
+2,502
| +3% | +$264K | 1.15% | 14 |
|
|
2019
Q2 | $6.97M | Sell |
72,202
-2,741
| -4% | -$289K | 1.05% | 18 |
|
|
2019
Q1 | $8.07M | Buy |
74,943
+2,617
| +4% | +$261K | 1.26% | 11 |
|
|
2018
Q4 | $7.54M | Sell |
72,326
-1,612
| -2% | -$155K | 1.21% | 12 |
|
|
2018
Q3 | $6.37M | Buy |
73,938
+1,763
| +2% | +$184K | 1.16% | 13 |
|
|
2018
Q2 | $6.9M | Buy |
72,175
+11,958
| +20% | +$1.08M | 1.41% | 8 |
|
|
2018
Q1 | $5.28M | Buy |
60,217
+10,127
| +20% | +$959K | 1.16% | 13 |
|
|
2017
Q4 | $4.66M | Buy |
50,090
+4,934
| +11% | +$408K | 1.25% | 13 |
|
|
2017
Q3 | $3.61M | Buy |
45,156
+4,291
| +11% | +$329K | 1.01% | 23 |
|
|
2017
Q2 | $3.17M | Buy |
40,865
+40,127
| +5,437% | +$3.28M | 0.91% | 27 |
|
|
2017
Q1 | $60.2K | Buy |
+738
| New | +$56.5K | 0.21% | 94 |
|
|
2016
Q3 | $171K | Sell |
2,348
-2,788
| -54% | -$217K | 0.06% | 162 |
|
|
2016
Q2 | $192K | Buy |
+5,136
| New | +$397K | 0.02% | 393 |
|
|
2015
Q4 | $2.9K | Buy |
+114
| New | +$8.46K | ﹤0.01% | 1450 |
|
Other funds holding LOW
WealthPLAN Partners's LOW Position: Q2 2026 in Review
WealthPLAN Partners reduced its Lowe's Companies (LOW) stake by 12% in Q2 2026, selling an estimated $126K and leaving 4,035 shares worth $890K. The position accounts for 0.17% of the portfolio, ranked #115.
WealthPLAN Partners first reported a position in LOW in Q4 2015 and has held it in 39 quarters since. The position peaked at $20.3M in Q3 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- WealthPLAN Partners held 4,035 shares of Lowe's Companies worth $890K as of Q2 2026.
- WealthPLAN Partners sold 553 Lowe's Companies shares in Q2 2026, an estimated $126K.
- Lowe's Companies made up 0.17% of WealthPLAN Partners's portfolio in Q2 2026, its #115 holding.
- WealthPLAN Partners first reported a position in Lowe's Companies in Q4 2015 and has held it in 39 quarters since.
- WealthPLAN Partners's Lowe's Companies position peaked at $20.3M in Q3 2021.
- 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.