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Whalen Wealth Management’s Lowe's Companies LOW Stock Holding History

Whalen 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 		– Sell
-1,952
Closed -$461K – 211
2026
Q1 		$461K Sell
1,952
-70
-3% -$18.3K 0.25% 103
2025
Q4 		$488K Buy
+2,022
New +$485K 0.26% 100

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 $3.38T AUM 44.17% 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

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

Whalen Wealth Management sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 1,952 shares — an estimated $461K sold.

Whalen Wealth Management first reported a position in LOW in Q4 2025 and held it in 2 quarters. The position peaked at $488K in Q4 2025. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Whalen Wealth Management reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,952 Lowe's Companies shares in Q2 2026, an estimated $461K.
  • Whalen Wealth Management first reported a position in Lowe's Companies in Q4 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Lowe's Companies position peaked at $488K in Q4 2025.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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