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CARLSON FINANCIAL, INC.’s Lowe's Companies LOW Stock Holding History

CARLSON FINANCIAL, INC.’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 		$647K Sell
2,933
-41
-1% -$9.31K 0.33% 74
2026
Q1 		$703K Sell
2,974
-98
-3% -$25.6K 0.41% 57
2025
Q4 		$741K Buy
+3,072
New +$738K 0.43% 50

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

CARLSON FINANCIAL, INC.'s LOW Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Lowe's Companies (LOW) stake by 1.4% in Q2 2026, selling an estimated $9.31K and leaving 2,933 shares worth $647K. The position accounts for 0.33% of the portfolio, ranked #74.

CARLSON FINANCIAL, INC. first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $741K in Q4 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 2,933 shares of Lowe's Companies worth $647K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 41 Lowe's Companies shares in Q2 2026, an estimated $9.31K.
  • Lowe's Companies made up 0.33% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #74 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Lowe's Companies position peaked at $741K in Q4 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.