WF
LOW icon

Whelan Financial’s Lowe's Companies LOW Stock Holding History

Whelan Financial’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 		$2.25M Buy
10,195
+399
+4% +$90.6K 0.61% 20
2026
Q1 		$2.31M Sell
9,796
-550
-5% -$143K 0.72% 19
2025
Q4 		$2.5M Buy
10,346
+706
+7% +$170K 0.78% 17
2025
Q3 		$2.42M Buy
9,640
+1,540
+19% +$378K 0.77% 17
2025
Q2 		$1.8M Buy
8,100
+428
+6% +$95.5K 0.65% 18
2025
Q1 		$1.79M Buy
7,672
+1,117
+17% +$275K 0.7% 16
2024
Q4 		$1.62M Sell
6,555
-669
-9% -$179K 0.64% 18
2024
Q3 		$1.96M Buy
7,224
+35
+0.5% +$8.48K 0.81% 12
2024
Q2 		$1.58M Sell
7,189
-63
-0.9% -$14.4K 0.71% 15
2024
Q1 		$1.85M Sell
7,252
-174
-2% -$40K 0.84% 12
2023
Q4 		$1.65M Buy
7,426
+66
+0.9% +$13.4K 0.77% 13
2023
Q3 		$1.53M Buy
7,360
+306
+4% +$68.8K 0.81% 12
2023
Q2 		$1.59M Buy
7,054
+3
+0% +$624 0.83% 12
2023
Q1 		$1.41M Buy
7,051
+3
+0% +$609 0.78% 13
2022
Q4 		$1.4M Buy
7,048
+3
+0% +$600 0.85% 12
2022
Q3 		$1.32M Buy
7,045
+3
+0% +$584 0.91% 10
2022
Q2 		$1.23M Buy
+7,042
New +$1.36M 0.83% 11
2022
Q1 		– Sell
-836
Closed -$216K – 24
2021
Q4 		$216K Buy
+836
New +$199K 0.13% 18

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Whelan Financial's LOW Position: Q2 2026 in Review

Whelan Financial increased its Lowe's Companies (LOW) stake by 4.1% in Q2 2026, buying an estimated $90.6K and bringing the position to 10,195 shares worth $2.25M. The position accounts for 0.61% of the portfolio, ranked #20.

Whelan Financial first reported a position in LOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.5M in Q4 2025. 1,261 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Whelan Financial held 10,195 shares of Lowe's Companies worth $2.25M as of Q2 2026.
  • Whelan Financial bought 399 Lowe's Companies shares in Q2 2026, an estimated $90.6K.
  • Lowe's Companies made up 0.61% of Whelan Financial's portfolio in Q2 2026, its #20 holding.
  • Whelan Financial first reported a position in Lowe's Companies in Q4 2021 and has held it in 18 quarters since.
  • Whelan Financial's Lowe's Companies position peaked at $2.5M in Q4 2025.
  • 1,261 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.