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Wellington-Altus USA’s Lowe's Companies LOW Stock Holding History

Wellington-Altus USA’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 		$35K Hold
148
– – 0.02% 380
2026
Q1 		$32.6K Hold
148
– – 0.02% 427
2025
Q4 		$35.7K Buy
+148
New +$35.5K 0.03% 361

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington-Altus USA's LOW Position: Q2 2026 in Review

Wellington-Altus USA held its Lowe's Companies (LOW) position steady in Q2 2026 at 148 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #380.

Wellington-Altus USA first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.7K in Q4 2025. 2,653 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Wellington-Altus USA held 148 shares of Lowe's Companies worth $35K as of Q2 2026.
  • Wellington-Altus USA left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #380 holding.
  • Wellington-Altus USA first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Lowe's Companies position peaked at $35.7K in Q4 2025.
  • 2,653 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.