Worth Financial Advisory Group’s Lowe's Companies LOW Stock Holding History

Worth Financial Advisory 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 Q2	$222K	Buy	+1,007	New	+$229K	0.09%	185
2026 Q1	–	Sell	-2,576	Closed	-$621K	–	126
2025 Q4	$621K	Buy	2,576 +69	+3%	+$16.6K	0.3%	80
2025 Q3	$630K	Sell	2,507 -273	-10%	-$67.1K	0.35%	69
2025 Q2	$617K	Sell	2,780 -51	-2%	-$11.4K	0.38%	63
2025 Q1	$660K	Buy	2,831 +247	+10%	+$60.8K	0.42%	60
2024 Q4	$638K	Sell	2,584 -5	-0.2%	-$1.33K	0.39%	64
2024 Q3	$701K	Sell	2,589 -61	-2%	-$14.8K	0.41%	61
2024 Q2	$584K	Sell	2,650 -59	-2%	-$13.5K	0.38%	67
2024 Q1	$690K	Buy	2,709 +617	+29%	+$142K	0.48%	56
2023 Q4	$466K	Sell	2,092 -131	-6%	-$26.6K	0.37%	72
2023 Q3	$462K	Sell	2,223 -85	-4%	-$19.1K	0.42%	66
2023 Q2	$521K	Sell	2,308 -114	-5%	-$23.7K	0.48%	63
2023 Q1	$484K	Sell	2,422 -123	-5%	-$25K	0.46%	63
2022 Q4	$507K	Buy	+2,545	New	+$509K	0.59%	48

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Worth Financial Advisory Group's LOW Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Lowe's Companies (LOW) in Q2 2026: 1,007 shares worth $222K. The stake represents 0.09% of the portfolio and ranks #185 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in LOW as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in LOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $701K in Q3 2024. 2,638 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Worth Financial Advisory Group held 1,007 shares of Lowe's Companies worth $222K as of Q2 2026.
Lowe's Companies was a new Worth Financial Advisory Group position in Q2 2026.
Lowe's Companies made up 0.09% of Worth Financial Advisory Group's portfolio in Q2 2026, its #185 holding.
Worth Financial Advisory Group first reported a position in Lowe's Companies in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Lowe's Companies position peaked at $701K in Q3 2024.
2,638 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.