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Willner & Heller’s Lowe's Companies LOW Stock Holding History

Willner & Heller’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
1,613
+8
+0.5% +$1.82K 0.22% 121
2026
Q1 		$379K Buy
1,605
+6
+0.4% +$1.56K 0.28% 106
2025
Q4 		$386K Sell
1,599
-74
-4% -$17.8K 0.28% 105
2025
Q3 		$420K Buy
1,673
+8
+0.5% +$1.97K 0.32% 98
2025
Q2 		$369K Sell
1,665
-30
-2% -$6.7K 0.31% 100
2025
Q1 		$395K Buy
1,695
+7
+0.4% +$1.72K 0.37% 92
2024
Q4 		$416K Buy
1,688
+7
+0.4% +$1.87K 0.36% 91
2024
Q3 		$455K Buy
1,681
+8
+0.5% +$1.94K 0.41% 85
2024
Q2 		$369K Buy
1,673
+7
+0.4% +$1.6K 0.35% 97
2024
Q1 		$424K Buy
1,666
+8
+0.5% +$1.84K 0.42% 87
2023
Q4 		$369K Buy
+1,658
New +$336K 0.41% 87
2022
Q4 		$323K Buy
1,622
+23
+1% +$4.6K 0.46% 84
2022
Q3 		$300K Buy
1,599
+8
+0.5% +$1.56K 0.48% 78
2022
Q2 		$278K Sell
1,591
-1
-0.1% -$193 0.43% 87
2022
Q1 		$411K Buy
1,592
+17
+1% +$3.91K 0.51% 68
2021
Q4 		$319K Buy
+1,575
New +$374K 0.42% 90

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Willner & Heller's LOW Position: Q2 2026 in Review

Willner & Heller increased its Lowe's Companies (LOW) stake by 0.5% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,613 shares worth $356K. The position accounts for 0.22% of the portfolio, ranked #121.

Willner & Heller first reported a position in LOW in Q4 2021 and has held it in 16 quarters since. The position peaked at $455K in Q3 2024. 481 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Willner & Heller held 1,613 shares of Lowe's Companies worth $356K as of Q2 2026.
  • Willner & Heller bought 8 Lowe's Companies shares in Q2 2026, an estimated $1.82K.
  • Lowe's Companies made up 0.22% of Willner & Heller's portfolio in Q2 2026, its #121 holding.
  • Willner & Heller first reported a position in Lowe's Companies in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Lowe's Companies position peaked at $455K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.