Whelan Financial
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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
Q3 		$1.98M Buy
10,744
+549
+5% +$114K 0.51% 24
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

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Hardin Capital Partners
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Whelan Financial's LOW Position: Q3 2026 in Review

Whelan Financial increased its Lowe's Companies (LOW) stake by 5.4% in Q3 2026, buying an estimated $114K and bringing the position to 10,744 shares worth $1.98M. The position accounts for 0.51% of the portfolio, ranked #24.

Whelan Financial first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.5M in Q4 2025. 1,149 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Whelan Financial held 10,744 shares of Lowe's Companies worth $1.98M as of Q3 2026.
  • Whelan Financial bought 549 Lowe's Companies shares in Q3 2026, an estimated $114K.
  • Lowe's Companies made up 0.51% of Whelan Financial's portfolio in Q3 2026, its #24 holding.
  • Whelan Financial first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • Whelan Financial's Lowe's Companies position peaked at $2.5M in Q4 2025.
  • 1,149 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.