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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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whalen Wealth Management's LOW Position: Q1 2026 in Review

Whalen Wealth Management reduced its Lowe's Companies (LOW) stake by 3.5% in Q1 2026, selling an estimated $18.3K and leaving 1,952 shares worth $461K. The position accounts for 0.25% of the portfolio, ranked #103.

Whalen Wealth Management first reported a position in LOW in Q4 2025 and has held it in 2 quarters since. The position peaked at $488K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Whalen Wealth Management held 1,952 shares of Lowe's Companies worth $461K as of Q1 2026.
  • Whalen Wealth Management sold 70 Lowe's Companies shares in Q1 2026, an estimated $18.3K.
  • Lowe's Companies made up 0.25% of Whalen Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Whalen Wealth Management first reported a position in Lowe's Companies in Q4 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's Lowe's Companies position peaked at $488K in Q4 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.