WFI
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West Family Investments’s Lowe's Companies LOW Stock Holding History

West Family Investments’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 		– Sell
-1,308
Closed -$309K – 480
2026
Q1 		$309K Sell
1,308
-662
-34% -$173K 0.11% 167
2025
Q4 		$475K Hold
1,970
– – 0.11% 179
2025
Q3 		$495K Buy
1,970
+34
+2% +$8.35K 0.11% 178
2025
Q2 		$430K Buy
1,936
+855
+79% +$191K 0.11% 191
2025
Q1 		$252K Sell
1,081
-468
-30% -$115K 0.09% 198
2024
Q4 		$382K Sell
1,549
-34
-2% -$9.08K 0.13% 157
2024
Q3 		$429K Buy
1,583
+480
+44% +$116K 0.15% 144
2024
Q2 		$243K Buy
1,103
+1
+0.1% +$228 0.07% 207
2024
Q1 		$281K Buy
1,102
+21
+2% +$4.83K 0.09% 192
2023
Q4 		$241K Sell
1,081
-576
-35% -$117K 0.08% 191
2023
Q3 		$344K Hold
1,657
– – 0.12% 136
2023
Q2 		$374K Hold
1,657
– – 0.15% 126
2023
Q1 		$331K Hold
1,657
– – 0.13% 118
2022
Q4 		$330K Sell
1,657
-45
-3% -$8.99K 0.11% 147
2022
Q3 		$320K Buy
+1,702
New +$331K 0.13% 149
2022
Q2 		– Sell
-2,242
Closed -$453K – 283
2022
Q1 		$453K Hold
2,242
– – 0.13% 130
2021
Q4 		$580K Sell
2,242
-246
-10% -$58.5K 0.16% 104
2021
Q3 		$505K Buy
2,488
+75
+3% +$14.9K 0.13% 136
2021
Q2 		$468K Buy
+2,413
New +$472K 0.13% 141

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

West Family Investments's LOW Position: Q2 2026 in Review

West Family Investments sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 1,308 shares — an estimated $309K sold.

West Family Investments first reported a position in LOW in Q2 2021 and held it in 19 quarters. The position peaked at $580K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • West Family Investments reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • West Family Investments sold 1,308 Lowe's Companies shares in Q2 2026, an estimated $309K.
  • West Family Investments first reported a position in Lowe's Companies in Q2 2021 and held it in 19 quarters.
  • West Family Investments's Lowe's Companies position peaked at $580K in Q4 2021.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.