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

XML 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	$683K	Sell	3,096 -705	-19%	-$160K	0.05%	249
2026 Q1	$898K	Sell	3,801 -526	-12%	-$137K	0.07%	192
2025 Q4	$1.04M	Buy	4,327 +797	+23%	+$191K	0.09%	174
2025 Q3	$887K	Sell	3,530 -2,257	-39%	-$555K	0.07%	186
2025 Q2	$1.28M	Buy	5,787 +320	+6%	+$71.4K	0.11%	157
2025 Q1	$1.28M	Sell	5,467 -266	-5%	-$65.5K	0.12%	150
2024 Q4	$1.42M	Buy	5,733 +286	+5%	+$76.4K	0.13%	141
2024 Q3	$1.48M	Buy	5,447 +58	+1%	+$14K	0.14%	141
2024 Q2	$1.19M	Sell	5,389 -136	-2%	-$31K	0.12%	148
2024 Q1	$1.41M	Buy	5,525 +1,526	+38%	+$351K	0.14%	136
2023 Q4	$890K	Buy	3,999 +1,227	+44%	+$249K	0.09%	169
2023 Q3	$576K	Buy	2,772 +46	+2%	+$10.3K	0.07%	192
2023 Q2	$615K	Buy	2,726 +399	+17%	+$83K	0.07%	194
2023 Q1	$465K	Buy	2,327 +377	+19%	+$76.6K	0.06%	215
2022 Q4	$389K	Buy	1,950 +528	+37%	+$106K	0.05%	230
2022 Q3	$267K	Buy	+1,422	New	+$277K	0.04%	264
2022 Q2	–	Sell	-1,299	Closed	-$263K	–	286
2022 Q1	$263K	Buy	1,299 +51	+4%	+$11.7K	0.03%	277
2021 Q4	$322K	Buy	1,248 +16	+1%	+$3.8K	0.04%	250
2021 Q3	$250K	Buy	+1,232	New	+$246K	0.03%	270

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

XML Financial's LOW Position: Q2 2026 in Review

XML Financial reduced its Lowe's Companies (LOW) stake by 19% in Q2 2026, selling an estimated $160K and leaving 3,096 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #249.

XML Financial first reported a position in LOW in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q3 2024. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

XML Financial held 3,096 shares of Lowe's Companies worth $683K as of Q2 2026.
XML Financial sold 705 Lowe's Companies shares in Q2 2026, an estimated $160K.
Lowe's Companies made up 0.05% of XML Financial's portfolio in Q2 2026, its #249 holding.
XML Financial first reported a position in Lowe's Companies in Q3 2021 and has held it in 19 quarters since.
XML Financial's Lowe's Companies position peaked at $1.48M in Q3 2024.
2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.