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Widmann Financial Services’s Lowe's Companies LOW Stock Holding History

Widmann Financial Services’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 		$356K Buy
1,615
+40
+3% +$9.08K 0.19% 90
2026
Q1 		$372K Hold
1,575
– – 0.22% 82
2025
Q4 		$380K Hold
1,575
– – 0.23% 79
2025
Q3 		$396K Buy
1,575
+45
+3% +$11.1K 0.25% 77
2025
Q2 		$339K Buy
1,530
+75
+5% +$16.7K 0.24% 80
2025
Q1 		$339K Sell
1,455
-23
-2% -$5.66K 0.26% 76
2024
Q4 		$365K Hold
1,478
– – 0.28% 70
2024
Q3 		$400K Hold
1,478
– – 0.3% 66
2024
Q2 		$326K Buy
1,478
+5
+0.3% +$1.14K 0.27% 67
2024
Q1 		$375K Hold
1,473
– – 0.32% 63
2023
Q4 		$328K Buy
+1,473
New +$299K 0.3% 66
2022
Q1 		– Sell
-472
Closed -$122K – 283
2021
Q4 		$122K Buy
+472
New +$112K 0.1% 113

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 $3.37T AUM 44.26% 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

Widmann Financial Services's LOW Position: Q2 2026 in Review

Widmann Financial Services increased its Lowe's Companies (LOW) stake by 2.5% in Q2 2026, buying an estimated $9.08K and bringing the position to 1,615 shares worth $356K. The position accounts for 0.19% of the portfolio, ranked #90.

Widmann Financial Services first reported a position in LOW in Q4 2021 and has held it in 12 quarters since. The position peaked at $400K in Q3 2024. 2,648 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Widmann Financial Services held 1,615 shares of Lowe's Companies worth $356K as of Q2 2026.
  • Widmann Financial Services bought 40 Lowe's Companies shares in Q2 2026, an estimated $9.08K.
  • Lowe's Companies made up 0.19% of Widmann Financial Services's portfolio in Q2 2026, its #90 holding.
  • Widmann Financial Services first reported a position in Lowe's Companies in Q4 2021 and has held it in 12 quarters since.
  • Widmann Financial Services's Lowe's Companies position peaked at $400K in Q3 2024.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.