Wealthspire Advisors (New York)’s Lowe's Companies LOW Stock Holding History

Wealthspire Advisors (New York)’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	$6.75M	Buy	30,608 +1,254	+4%	+$285K	0.04%	221
2026 Q1	$6.94M	Buy	29,354 +18,200	+163%	+$4.75M	0.05%	138
2025 Q4	$2.69M	Sell	11,154 -4,062	-27%	-$975K	0.02%	249
2025 Q3	$3.82M	Sell	15,216 -1,280	-8%	-$314K	0.02%	191
2025 Q2	$3.66M	Buy	16,496 +416	+3%	+$92.8K	0.02%	191
2025 Q1	$3.75M	Buy	16,080 +8,096	+101%	+$1.99M	0.02%	184
2024 Q4	$1.97M	Sell	7,984 -201	-2%	-$53.7K	0.02%	251
2024 Q3	$2.22M	Buy	8,185 +1,213	+17%	+$294K	0.02%	237
2024 Q2	$1.54M	Buy	6,972 +74	+1%	+$16.9K	0.02%	242
2024 Q1	$1.76M	Sell	6,898 -494	-7%	-$114K	0.02%	220
2023 Q4	$1.65M	Buy	7,392 +366	+5%	+$74.2K	0.02%	225
2023 Q3	$1.46M	Buy	7,026 +2,204	+46%	+$496K	0.02%	210
2023 Q2	$1.09M	Buy	4,822 +195	+4%	+$40.6K	0.02%	234
2023 Q1	$925K	Sell	4,627 -1,966	-30%	-$399K	0.02%	258
2022 Q4	$1.31M	Buy	6,593 +2,195	+50%	+$439K	0.02%	212
2022 Q3	$826K	Buy	4,398 +1,434	+48%	+$279K	0.02%	256
2022 Q2	$518K	Buy	2,964 +524	+21%	+$101K	0.01%	309
2022 Q1	$493K	Sell	2,440 -3,125	-56%	-$719K	0.01%	277
2021 Q4	$1.44M	Sell	5,565 -2,063	-27%	-$490K	0.03%	182
2021 Q3	$1.55M	Buy	7,628 +101	+1%	+$20.1K	0.03%	193
2021 Q2	$1.46M	Sell	7,527 -8,492	-53%	-$1.66M	0.04%	128
2021 Q1	$3.05M	Buy	16,019 +2,347	+17%	+$403K	0.07%	126
2020 Q4	$2.19M	Buy	13,672 +8,800	+181%	+$1.43M	0.07%	127
2020 Q3	$808K	Buy	4,872 +516	+12%	+$79.5K	0.05%	142
2020 Q2	$589K	Sell	4,356 -34,007	-89%	-$3.88M	0.04%	142
2020 Q1	$3.3M	Buy	38,363 +35,567	+1,272%	+$3.89M	0.14%	85
2019 Q4	$335K	Buy	2,796 +701	+33%	+$80.2K	0.02%	139
2019 Q3	$230K	Buy	+2,095	New	+$221K	0.02%	144
2019 Q1	–	Sell	-1,116	Closed	-$103K	–	475
2018 Q4	$103K	Buy	+1,116	New	+$108K	0.01%	110

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s LOW Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Lowe's Companies (LOW) stake by 4.3% in Q2 2026, buying an estimated $285K and bringing the position to 30,608 shares worth $6.75M. The position accounts for 0.04% of the portfolio, ranked #221.

Wealthspire Advisors (New York) first reported a position in LOW in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.94M in Q1 2026. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Wealthspire Advisors (New York) held 30,608 shares of Lowe's Companies worth $6.75M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,254 Lowe's Companies shares in Q2 2026, an estimated $285K.
Lowe's Companies made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #221 holding.
Wealthspire Advisors (New York) first reported a position in Lowe's Companies in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s Lowe's Companies position peaked at $6.94M in Q1 2026.
2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.