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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s LOW Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Lowe's Companies (LOW) stake by 163% in Q1 2026, buying an estimated $4.75M and bringing the position to 29,354 shares worth $6.94M. The position accounts for 0.05% of the portfolio, ranked #138.

Wealthspire Advisors (New York) first reported a position in LOW in Q4 2018 and has held it in 28 quarters since. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Wealthspire Advisors (New York) held 29,354 shares of Lowe's Companies worth $6.94M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 18,200 Lowe's Companies shares in Q1 2026, an estimated $4.75M.
  • Lowe's Companies made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #138 holding.
  • Wealthspire Advisors (New York) first reported a position in Lowe's Companies in Q4 2018 and has held it in 28 quarters since.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.