Caerus Investment Advisors’s Lowe's Companies LOW Stock Holding History

Caerus Investment Advisors’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	–	Sell	-1,086	Closed	-$262K	–	330
2025 Q4	$262K	Buy	+1,086	New	+$261K	0.08%	261
2023 Q4	–	Sell	-1,009	Closed	-$210K	–	38
2023 Q3	$210K	Hold	1,009	–	–	0.22%	33
2023 Q2	$228K	Sell	1,009 -300	-23%	-$62.4K	0.26%	31
2023 Q1	$262K	Hold	1,309	–	–	0.3%	41
2022 Q4	$261K	Buy	+1,309	New	+$262K	0.39%	35
2022 Q1	–	Sell	-500	Closed	-$129K	–	68
2021 Q4	$129K	Buy	+500	New	+$119K	0.14%	70

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

Caerus Investment Advisors's LOW Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 1,086 shares — an estimated $262K sold.

Caerus Investment Advisors first reported a position in LOW in Q4 2021 and held it in 6 quarters. The position peaked at $262K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Caerus Investment Advisors reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
Caerus Investment Advisors sold 1,086 Lowe's Companies shares in Q1 2026, an estimated $262K.
Caerus Investment Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 6 quarters.
Caerus Investment Advisors's Lowe's Companies position peaked at $262K in Q4 2025.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.