Caldwell Trust
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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
Q3 		$661K Buy
3,587
+175
+5% +$36.3K 0.05% 200
2026
Q2 		$752K Buy
3,412
+16
+0.5% +$3.63K 0.06% 193
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% +$8.84K 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% -$9.6K 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% -$9.7K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Caldwell Trust's LOW Position: Q3 2026 in Review

Caldwell Trust increased its Lowe's Companies (LOW) stake by 5.1% in Q3 2026, buying an estimated $36.3K and bringing the position to 3,587 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #200.

Caldwell Trust first reported a position in LOW in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.28M in Q1 2024. 1,720 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Caldwell Trust held 3,587 shares of Lowe's Companies worth $661K as of Q3 2026.
  • Caldwell Trust bought 175 Lowe's Companies shares in Q3 2026, an estimated $36.3K.
  • Lowe's Companies made up 0.05% of Caldwell Trust's portfolio in Q3 2026, its #200 holding.
  • Caldwell Trust first reported a position in Lowe's Companies in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Lowe's Companies position peaked at $1.28M in Q1 2024.
  • 1,720 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.