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Caldwell Trust’s Lowe's Companies LOW Stock Holding History

Caldwell Trust’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 		$802K Sell
3,396
-242
-7% -$63.1K 0.07% 181
2025
Q4 		$877K Sell
3,638
-98
-3% -$23.5K 0.08% 177
2025
Q3 		$939K Buy
3,736
+36
+1% +$8.85K 0.09% 171
2025
Q2 		$821K Sell
3,700
-30
-0.8% -$6.7K 0.08% 173
2025
Q1 		$870K Buy
3,730
+160
+4% +$39.4K 0.09% 173
2024
Q4 		$881K Sell
3,570
-36
-1% -$9.62K 0.09% 172
2024
Q3 		$977K Sell
3,606
-1,333
-27% -$323K 0.1% 164
2024
Q2 		$1.09M Sell
4,939
-91
-2% -$20.8K 0.12% 138
2024
Q1 		$1.28M Buy
5,030
+390
+8% +$89.7K 0.15% 128
2023
Q4 		$1.03M Buy
4,640
+23
+0.5% +$4.66K 0.13% 136
2023
Q3 		$960K Hold
4,617
– – 0.13% 133
2023
Q2 		$1.04M Sell
4,617
-31
-0.7% -$6.45K 0.14% 135
2023
Q1 		$929K Sell
4,648
-164
-3% -$33.3K 0.13% 142
2022
Q4 		$959K Buy
4,812
+173
+4% +$34.6K 0.14% 141
2022
Q3 		$871K Sell
4,639
-50
-1% -$9.74K 0.13% 141
2022
Q2 		$819K Hold
4,689
– – 0.11% 146
2022
Q1 		$948K Hold
4,689
– – 0.11% 148
2021
Q4 		$1.21M Sell
4,689
-200
-4% -$47.5K 0.14% 128
2021
Q3 		$992K Hold
4,889
– – 0.13% 136
2021
Q2 		$948K Hold
4,889
– – 0.12% 135
2021
Q1 		$930K Buy
4,889
+916
+23% +$157K 0.13% 135
2020
Q4 		$638K Buy
3,973
+161
+4% +$26.2K 0.1% 150
2020
Q3 		$632K Sell
3,812
-615
-14% -$94.7K 0.1% 138
2020
Q2 		$598K Sell
4,427
-10
-0.2% -$1.14K 0.1% 150
2020
Q1 		$382K Sell
4,437
-100
-2% -$10.9K 0.07% 184
2019
Q4 		$543K Buy
+4,537
New +$519K 0.08% 171

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

Caldwell Trust's LOW Position: Q1 2026 in Review

Caldwell Trust reduced its Lowe's Companies (LOW) stake by 6.7% in Q1 2026, selling an estimated $63.1K and leaving 3,396 shares worth $802K. The position accounts for 0.07% of the portfolio, ranked #181.

Caldwell Trust first reported a position in LOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.28M in Q1 2024. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Caldwell Trust held 3,396 shares of Lowe's Companies worth $802K as of Q1 2026.
  • Caldwell Trust sold 242 Lowe's Companies shares in Q1 2026, an estimated $63.1K.
  • Lowe's Companies made up 0.07% of Caldwell Trust's portfolio in Q1 2026, its #181 holding.
  • Caldwell Trust first reported a position in Lowe's Companies in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Lowe's Companies position peaked at $1.28M in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.