Aspen Wealth Strategies’s Lowe's Companies LOW Stock Holding History

Aspen Wealth Strategies’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 Q1	$324K	Buy	1,370 +30	+2%	+$7.82K	0.17%	70
2025 Q4	$323K	Buy	1,340 +9	+0.7%	+$2.16K	0.18%	66
2025 Q3	$334K	Buy	1,331 +188	+16%	+$46.2K	0.19%	67
2025 Q2	$254K	Buy	1,143 +112	+11%	+$25K	0.15%	74
2025 Q1	$240K	Buy	1,031 +12	+1%	+$2.95K	0.16%	77
2024 Q4	$251K	Sell	1,019 -65	-6%	-$17.4K	0.16%	70
2024 Q3	$294K	Sell	1,084 -38	-3%	-$9.2K	0.19%	69
2024 Q2	$273K	Buy	1,122 +11	+1%	+$2.51K	0.19%	64
2024 Q1	$283K	Hold	1,111	–	–	0.2%	61
2023 Q4	$247K	Hold	1,111	–	–	0.18%	71
2023 Q3	$231K	Buy	1,111 +12	+1%	+$2.7K	0.18%	67
2023 Q2	$248K	Buy	+1,099	New	+$229K	0.19%	68

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspen Wealth Strategies's LOW Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Lowe's Companies (LOW) stake by 2.2% in Q1 2026, buying an estimated $7.82K and bringing the position to 1,370 shares worth $324K. The position accounts for 0.17% of the portfolio, ranked #70.

Aspen Wealth Strategies first reported a position in LOW in Q2 2023 and has held it in 12 quarters since. The position peaked at $334K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Aspen Wealth Strategies held 1,370 shares of Lowe's Companies worth $324K as of Q1 2026.
Aspen Wealth Strategies bought 30 Lowe's Companies shares in Q1 2026, an estimated $7.82K.
Lowe's Companies made up 0.17% of Aspen Wealth Strategies's portfolio in Q1 2026, its #70 holding.
Aspen Wealth Strategies first reported a position in Lowe's Companies in Q2 2023 and has held it in 12 quarters since.
Aspen Wealth Strategies's Lowe's Companies position peaked at $334K in Q3 2025.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.