Cape Investment Advisory’s Lowe's Companies LOW Stock Holding History

Cape Investment Advisory’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 Q2	$163K	Buy	+738	New	+$168K	0.04%	264
2026 Q1	–	Sell	-469	Closed	-$113K	–	768
2025 Q4	$113K	Buy	469 +255	+119%	+$61.2K	0.03%	285
2025 Q3	$53.8K	Sell	214 -179	-46%	-$44K	0.05%	219
2025 Q2	$87.3K	Buy	393 +3	+0.8%	+$670	0.03%	285
2025 Q1	$90.9K	Sell	390 -38	-9%	-$9.35K	0.04%	260
2024 Q4	$106K	Buy	428 +46	+12%	+$12.3K	0.04%	237
2024 Q3	$103K	Buy	382 +9	+2%	+$2.18K	0.04%	232
2024 Q2	$82.3K	Hold	373	–	–	0.04%	245
2024 Q1	$95K	Sell	373 -2	-0.5%	-$460	0.04%	227
2023 Q4	$83.5K	Sell	375 -8	-2%	-$1.62K	0.04%	261
2023 Q3	$79.7K	Buy	383 +2	+0.5%	+$450	0.05%	228
2023 Q2	$86K	Sell	381 -87	-19%	-$18.1K	0.05%	214
2023 Q1	$93.7K	Buy	+468	New	+$95.1K	0.06%	194

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cape Investment Advisory's LOW Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Lowe's Companies (LOW) in Q2 2026: 738 shares worth $163K. The stake represents 0.04% of the portfolio and ranks #264 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LOW as recently as Q4 2025.

Cape Investment Advisory first reported a position in LOW in Q1 2023 and has held it in 13 quarters since. 2,638 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Cape Investment Advisory held 738 shares of Lowe's Companies worth $163K as of Q2 2026.
Lowe's Companies was a new Cape Investment Advisory position in Q2 2026.
Lowe's Companies made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #264 holding.
Cape Investment Advisory first reported a position in Lowe's Companies in Q1 2023 and has held it in 13 quarters since.
2,638 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.