West Financial Advisors’s Lowe's Companies LOW Stock Holding History

West Financial Advisors’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	$37.5K	Hold	170	–	–	0.01%	112
2026 Q1	$40.2K	Hold	170	–	–	0.01%	105
2025 Q4	$41K	Sell	170 -86	-34%	-$20.6K	0.01%	104
2025 Q3	$64.3K	Hold	256	–	–	0.01%	93
2025 Q2	$56.8K	Hold	256	–	–	0.01%	97
2025 Q1	$59.7K	Hold	256	–	–	0.01%	91
2024 Q4	$63.2K	Hold	256	–	–	0.01%	91
2024 Q3	$69.3K	Hold	256	–	–	0.01%	76
2024 Q2	$56.4K	Hold	256	–	–	0.01%	78
2024 Q1	$65.2K	Hold	256	–	–	0.01%	74
2023 Q4	$57K	Sell	256 -22	-8%	-$4.46K	0.01%	78
2023 Q3	$57.8K	Buy	278 +22	+9%	+$4.95K	0.01%	76
2023 Q2	$57.8K	Hold	256	–	–	0.01%	76
2023 Q1	$51.2K	Hold	256	–	–	0.01%	77
2022 Q4	$51K	Sell	256 -773	-75%	-$155K	0.01%	74
2022 Q3	$193K	Hold	1,029	–	–	0.06%	53
2022 Q2	$180K	Hold	1,029	–	–	0.05%	56
2022 Q1	$208K	Buy	1,029 +414	+67%	+$95.2K	0.05%	56
2021 Q4	$159K	Hold	615	–	–	0.04%	68
2021 Q3	$125K	Hold	615	–	–	0.04%	70
2021 Q2	$119K	Hold	615	–	–	0.04%	66
2021 Q1	$117K	Hold	615	–	–	0.04%	67
2020 Q4	$99K	Buy	+615	New	+$99.9K	0.04%	71

Other funds holding LOW

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

West Financial Advisors's LOW Position: Q2 2026 in Review

West Financial Advisors held its Lowe's Companies (LOW) position steady in Q2 2026 at 170 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #112.

West Financial Advisors first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $208K in Q1 2022. 854 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

West Financial Advisors held 170 shares of Lowe's Companies worth $37.5K as of Q2 2026.
West Financial Advisors left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #112 holding.
West Financial Advisors first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Lowe's Companies position peaked at $208K in Q1 2022.
854 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.