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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
2022
Q1 		– Sell
-1,000
Closed -$239K – 67
2021
Q4 		$239K Buy
+1,000
New +$238K 0.26% 56

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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.