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

WoodTrust 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 		– Sell
-8,065
Closed -$1.91M – 187
2026
Q1 		$1.91M Sell
8,065
-400
-5% -$104K 0.25% 58
2025
Q4 		$2.04M Sell
8,465
-100
-1% -$24K 0.24% 58
2025
Q3 		$2.15M Hold
8,565
– – 0.26% 57
2025
Q2 		$1.9M Hold
8,565
– – 0.24% 60
2025
Q1 		$2M Sell
8,565
-14
-0.2% -$3.44K 0.28% 55
2024
Q4 		$2.12M Buy
8,579
+4
+0% +$1.07K 0.3% 55
2024
Q3 		$2.32M Buy
8,575
+2,000
+30% +$484K 0.33% 53
2024
Q2 		$1.45M Hold
6,575
– – 0.23% 68
2024
Q1 		$1.68M Buy
6,575
+373
+6% +$85.7K 0.27% 66
2023
Q4 		$1.38M Sell
6,202
-171
-3% -$34.7K 0.24% 68
2023
Q3 		$1.32M Buy
6,373
+106
+2% +$23.8K 0.25% 63
2023
Q2 		$1.42M Buy
6,267
+155
+3% +$32.2K 0.26% 66
2023
Q1 		$1.22M Buy
6,112
+2,425
+66% +$493K 0.24% 71
2022
Q4 		$734K Hold
3,687
– – 0.15% 86
2022
Q3 		$693K Sell
3,687
-146
-4% -$28.4K 0.16% 90
2022
Q2 		$670K Sell
3,833
-225
-6% -$43.4K 0.15% 83
2022
Q1 		$820K Buy
4,058
+745
+22% +$171K 0.17% 83
2021
Q4 		$856K Buy
3,313
+25
+0.8% +$5.94K 0.18% 75
2021
Q3 		$667K Buy
3,288
+1,264
+62% +$252K 0.16% 78
2021
Q2 		$393K Buy
2,024
+150
+8% +$29.3K 0.1% 75
2021
Q1 		$356K Sell
1,874
-520
-22% -$89.2K 0.1% 62
2020
Q4 		$384K Sell
2,394
-64
-3% -$10.4K 0.12% 60
2020
Q3 		$408K Buy
2,458
+127
+5% +$19.6K 0.15% 53
2020
Q2 		$315K Buy
+2,331
New +$266K 0.13% 62

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

WoodTrust Financial's LOW Position: Q2 2026 in Review

WoodTrust Financial sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 8,065 shares — an estimated $1.91M sold.

WoodTrust Financial first reported a position in LOW in Q2 2020 and held it in 24 quarters. The position peaked at $2.32M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • WoodTrust Financial reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • WoodTrust Financial sold 8,065 Lowe's Companies shares in Q2 2026, an estimated $1.91M.
  • WoodTrust Financial first reported a position in Lowe's Companies in Q2 2020 and held it in 24 quarters.
  • WoodTrust Financial's Lowe's Companies position peaked at $2.32M in Q3 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.