Wills Financial Group’s Lowe's Companies LOW Stock Holding History

Wills Financial Group’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	$375K	Hold	1,700	–	–	0.14%	59
2025 Q4	$410K	Hold	1,700	–	–	0.16%	61
2025 Q3	$427K	Hold	1,700	–	–	0.18%	53
2025 Q2	$377K	Hold	1,700	–	–	0.16%	51
2025 Q1	$396K	Sell	1,700 -50	-3%	-$12.3K	0.18%	51
2024 Q4	$432K	Hold	1,750	–	–	0.19%	52
2024 Q3	$474K	Hold	1,750	–	–	0.2%	48
2024 Q2	$386K	Buy	1,750 +50	+3%	+$11.4K	0.18%	49
2024 Q1	$433K	Hold	1,700	–	–	0.2%	47
2023 Q4	$378K	Hold	1,700	–	–	0.19%	47
2023 Q3	$353K	Hold	1,700	–	–	0.19%	55
2023 Q2	$384K	Hold	1,700	–	–	0.19%	53
2023 Q1	$340K	Hold	1,700	–	–	0.18%	55
2022 Q4	$339K	Hold	1,700	–	–	0.19%	48
2022 Q3	$319K	Hold	1,700	–	–	0.18%	50
2022 Q2	$297K	Hold	1,700	–	–	0.15%	55
2022 Q1	$344K	Sell	1,700 -237	-12%	-$54.5K	0.14%	54
2021 Q4	$500K	Sell	1,937 -89	-4%	-$21.2K	0.2%	55
2021 Q3	$411K	Sell	2,026 -148	-7%	-$29.5K	0.18%	53
2021 Q2	$421K	Buy	2,174 +2	+0.1%	+$391	0.18%	55
2021 Q1	$413K	Buy	2,172 +1	+0%	+$172	0.2%	48
2020 Q4	$348K	Buy	2,171 +2	+0.1%	+$325	0.17%	52
2020 Q3	$360K	Buy	2,169 +1	+0%	+$154	0.21%	48
2020 Q2	$293K	Buy	+2,168	New	+$248K	0.18%	51
2020 Q1	–	Sell	-2,163	Closed	-$259K	–	56
2019 Q4	$259K	Sell	2,163 -348	-14%	-$39.8K	0.15%	59
2019 Q3	$276K	Buy	2,511 +2	+0.1%	+$211	0.18%	52
2019 Q2	$253K	Buy	2,509 +3	+0.1%	+$316	0.16%	53
2019 Q1	$274K	Buy	2,506 +2	+0.1%	+$200	0.19%	53
2018 Q4	$231K	Buy	2,504 +2	+0.1%	+$193	0.18%	55
2018 Q3	$287K	Buy	2,502 +2	+0.1%	+$208	0.19%	63
2018 Q2	$238K	Hold	2,500	–	–	0.17%	67
2018 Q1	$219K	Sell	2,500 -850	-25%	-$80.5K	0.16%	66
2017 Q4	$311K	Hold	3,350	–	–	0.22%	63
2017 Q3	$268K	Hold	3,350	–	–	0.2%	63
2017 Q2	$260K	Hold	3,350	–	–	0.19%	66
2017 Q1	$275K	Sell	3,350 -800	-19%	-$61.2K	0.21%	62
2016 Q4	$295K	Buy	4,150 +850	+26%	+$60.1K	0.24%	61
2016 Q3	$238K	Buy	3,300 +100	+3%	+$7.78K	0.21%	65
2016 Q2	$253K	Buy	3,200 +200	+7%	+$15.5K	0.21%	67
2016 Q1	$227K	Hold	3,000	–	–	0.2%	67
2015 Q4	$228K	Hold	3,000	–	–	0.2%	69
2015 Q3	$206K	Buy	+3,000	New	+$206K	0.19%	69

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wills Financial Group's LOW Position: Q1 2026 in Review

Wills Financial Group held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,700 shares worth $375K. The position accounts for 0.14% of the portfolio, ranked #59.

Wills Financial Group first reported a position in LOW in Q3 2015 and has held it in 42 quarters since. The position peaked at $500K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Wills Financial Group held 1,700 shares of Lowe's Companies worth $375K as of Q1 2026.
Wills Financial Group left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.14% of Wills Financial Group's portfolio in Q1 2026, its #59 holding.
Wills Financial Group first reported a position in Lowe's Companies in Q3 2015 and has held it in 42 quarters since.
Wills Financial Group's Lowe's Companies position peaked at $500K in Q4 2021.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.