Wall Street Financial Group, Inc. LOW LOWES COS INC

Ownership history in Wall Street Financial Group, Inc.  ·  5 quarters on record

AI Ownership Summary

Wall Street Financial Group, Inc. reported LOWES COS INC (LOW) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.39% in 2024 Q3. The latest visible filing shows LOW at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wall Street Financial Group, Inc.'s position in LOWES COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LOW was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wall Street Financial Group, Inc. held LOW — position size vs. price
% of Fund (quarterly)    LOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,631 +44 +2.8% 0.23% $385K 2026-05-06 $233.37
2025 Q4 ADDED 1,587 +328 +26.1% 0.32% $352K 2026-01-16 $274.99
2025 Q1 ADDED 1,259 +82 +7.0% 0.30% $294K 2025-04-25 $216.65
2024 Q4 REDUCED 12.8% -5.1% 1,177 -173 -12.8% 0.28% $290K 2025-01-17 $253.57
2024 Q3 INITIATED 1,350 0.39% $366K 2024-10-15 $272.59

FAQ About Wall Street Financial Group, Inc. and LOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wall Street Financial Group, Inc. reported owning LOW?

Wall Street Financial Group, Inc. reported LOW across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LOW position in Wall Street Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for LOW was 0.39% in 2024 Q3.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2026 Q1, when Wall Street Financial Group, Inc. reported 1,631 shares, equal to 0.23% of portfolio, with an estimated market value of $385K.

What does the chart on this LOW ownership page compare?

The chart compares Wall Street Financial Group, Inc.'s quarterly LOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wall Street Financial Group, Inc. time their LOW position?

Based on 13F filing dates vs. subsequent LOW price moves, Wall Street Financial Group, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LOW relative to SPY over the holding period was -39.1%.

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