WWM
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Western Wealth Management’s Lowe's Companies LOW Stock Holding History

Western Wealth Management’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 		$1.86M Sell
8,454
-1,026
-11% -$233K 0.06% 318
2026
Q1 		$2.24M Buy
9,480
+983
+12% +$256K 0.09% 255
2025
Q4 		$2.05M Buy
8,497
+243
+3% +$58.3K 0.09% 215
2025
Q3 		$2.07M Buy
8,254
+27
+0.3% +$6.63K 0.11% 174
2025
Q2 		$1.83M Sell
8,227
-153
-2% -$34.1K 0.11% 182
2025
Q1 		$1.95M Sell
8,380
-27
-0.3% -$6.64K 0.13% 157
2024
Q4 		$2.07M Buy
8,407
+180
+2% +$48.1K 0.11% 189
2024
Q3 		$2.23M Buy
8,227
+413
+5% +$100K 0.13% 172
2024
Q2 		$1.72M Buy
7,814
+53
+0.7% +$12.1K 0.13% 145
2024
Q1 		$1.98M Sell
7,761
-14
-0.2% -$3.22K 0.15% 129
2023
Q4 		$1.73M Buy
7,775
+652
+9% +$132K 0.12% 171
2023
Q3 		$1.48M Buy
7,123
+16
+0.2% +$3.6K 0.13% 170
2023
Q2 		$1.6M Buy
7,107
+59
+0.8% +$12.3K 0.14% 160
2023
Q1 		$1.41M Sell
7,048
-8
-0.1% -$1.63K 0.13% 174
2022
Q4 		$1.41M Sell
7,056
-7,608
-52% -$1.52M 0.14% 171
2022
Q3 		$2.76M Buy
14,664
+1,429
+11% +$278K 0.16% 150
2022
Q2 		$2.31M Buy
13,235
+229
+2% +$44.2K 0.13% 161
2022
Q1 		$2.63M Buy
13,006
+7,215
+125% +$1.66M 0.13% 161
2021
Q4 		$1.5M Buy
+5,791
New +$1.38M 0.15% 143
2021
Q2 		$1.15M Sell
5,915
-555
-9% -$109K 0.12% 189
2021
Q1 		$1.23M Buy
6,470
+11
+0.2% +$1.89K 0.17% 139
2020
Q4 		$1.04M Sell
6,459
-68
-1% -$11K 0.15% 153
2020
Q3 		$1.08M Buy
6,527
+35
+0.5% +$5.39K 0.18% 131
2020
Q2 		$878K Buy
6,492
+2,143
+49% +$245K 0.16% 142
2020
Q1 		$374K Buy
4,349
+66
+2% +$7.21K 0.09% 230
2019
Q4 		$512K Sell
4,283
-96
-2% -$11K 0.08% 229
2019
Q3 		$481K Buy
4,379
+376
+9% +$39.7K 0.1% 221
2019
Q2 		$407K Sell
4,003
-1,017
-20% -$107K 0.05% 255
2019
Q1 		$551K Sell
5,020
-465
-8% -$46.4K 0.12% 192
2018
Q4 		$504K Buy
+5,485
New +$529K 0.14% 173

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

Western Wealth Management's LOW Position: Q2 2026 in Review

Western Wealth Management reduced its Lowe's Companies (LOW) stake by 11% in Q2 2026, selling an estimated $233K and leaving 8,454 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #318.

Western Wealth Management first reported a position in LOW in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.76M in Q3 2022. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Western Wealth Management held 8,454 shares of Lowe's Companies worth $1.86M as of Q2 2026.
  • Western Wealth Management sold 1,026 Lowe's Companies shares in Q2 2026, an estimated $233K.
  • Lowe's Companies made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Western Wealth Management first reported a position in Lowe's Companies in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Lowe's Companies position peaked at $2.76M in Q3 2022.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.