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 Q2	–	Sell	-641	Closed	-$151K	–	252
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WFA of San Diego's LOW Position: Q2 2026 in Review

WFA of San Diego sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 641 shares — an estimated $151K sold.

WFA of San Diego first reported a position in LOW in Q2 2020 and held it in 17 quarters. The position peaked at $569K in Q2 2020. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

WFA of San Diego reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 641 Lowe's Companies shares in Q2 2026, an estimated $151K.
WFA of San Diego first reported a position in Lowe's Companies in Q2 2020 and held it in 17 quarters.
WFA of San Diego's Lowe's Companies position peaked at $569K in Q2 2020.
2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.