WFA of San Diego’s Lowe's Companies LOW Stock Holding History

WFA of San Diego’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	$151K	Hold	641	–	–	0.12%	103
2025 Q4	$155K	Hold	641	–	–	0.11%	110
2025 Q3	$161K	Hold	641	–	–	0.11%	108
2025 Q2	$142K	Buy	+641	New	+$143K	0.1%	112
2024 Q3	$229K	Hold	846	–	–	0.19%	85
2024 Q2	$187K	Buy	+846	New	+$193K	0.17%	87
2023 Q3	$186K	Sell	897 -10	-1%	-$2.25K	0.19%	82
2023 Q2	$205K	Buy	+907	New	+$189K	0.2%	79
2023 Q1	–	Sell	-943	Closed	-$188K	–	266
2022 Q4	$188K	Buy	+943	New	+$188K	0.14%	93
2022 Q3	–	Sell	-1,014	Closed	-$177K	–	261
2022 Q2	$177K	Sell	1,014 -30	-3%	-$5.78K	0.15%	88
2022 Q1	$211K	Sell	1,044 -6	-0.6%	-$1.38K	0.16%	90
2021 Q4	$271K	Sell	1,050 -265	-20%	-$63K	0.16%	101
2021 Q3	$267K	Buy	1,315 +29	+2%	+$5.78K	0.19%	85
2021 Q2	$249K	Sell	1,286 -183	-12%	-$35.8K	0.19%	76
2021 Q1	$279K	Buy	+1,469	New	+$252K	0.23%	74
2020 Q4	–	Sell	-1,539	Closed	-$255K	–	101
2020 Q3	$255K	Sell	1,539 -3,164	-67%	-$487K	0.24%	70
2020 Q2	$569K	Buy	+4,703	New	+$537K	0.13%	145

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFA of San Diego's LOW Position: Q1 2026 in Review

WFA of San Diego held its Lowe's Companies (LOW) position steady in Q1 2026 at 641 shares worth $151K. The position accounts for 0.12% of the portfolio, ranked #103.

WFA of San Diego first reported a position in LOW in Q2 2020 and has held it in 17 quarters since. The position peaked at $569K in Q2 2020. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

WFA of San Diego held 641 shares of Lowe's Companies worth $151K as of Q1 2026.
WFA of San Diego left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.12% of WFA of San Diego's portfolio in Q1 2026, its #103 holding.
WFA of San Diego first reported a position in Lowe's Companies in Q2 2020 and has held it in 17 quarters since.
WFA of San Diego's Lowe's Companies position peaked at $569K in Q2 2020.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.