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Capital Advisors Wealth Management’s Lowe's Companies LOW Stock Holding History

Capital Advisors Wealth Management’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 		– Sell
-1,025
Closed -$226K – 238
2026
Q2 		$226K Buy
1,025
+3
+0.3% +$681 0.03% 215
2026
Q1 		$241K Buy
1,022
+14
+1% +$3.65K 0.03% 195
2025
Q4 		$243K Buy
1,008
+32
+3% +$7.68K 0.03% 197
2025
Q3 		$245K Buy
976
+32
+3% +$7.86K 0.04% 192
2025
Q2 		$209K Buy
944
+5
+0.5% +$1.12K 0.03% 185
2025
Q1 		$219K Buy
939
+4
+0.4% +$984 0.04% 166
2024
Q4 		$231K Sell
935
-247
-21% -$66K 0.04% 162
2024
Q3 		$320K Buy
1,182
+3
+0.3% +$727 0.06% 126
2024
Q2 		$260K Buy
1,179
+4
+0.3% +$913 0.05% 126
2024
Q1 		$299K Sell
1,175
-187
-14% -$43K 0.06% 115
2023
Q4 		$303K Buy
1,362
+4
+0.3% +$811 0.07% 103
2023
Q3 		$282K Buy
1,358
+3
+0.2% +$675 0.07% 104
2023
Q2 		$306K Sell
1,355
-11
-0.8% -$2.29K 0.08% 99
2023
Q1 		$273K Buy
1,366
+3
+0.2% +$609 0.08% 105
2022
Q4 		$272K Buy
1,363
+4
+0.3% +$799 0.08% 100
2022
Q3 		$255K Buy
1,359
+17
+1% +$3.31K 0.08% 95
2022
Q2 		$234K Buy
1,342
+3
+0.2% +$578 0.08% 102
2022
Q1 		$271K Buy
1,339
+17
+1% +$3.91K 0.08% 99
2021
Q4 		$342K Buy
+1,322
New +$314K 0.1% 87

Other funds holding LOW

HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Capital Advisors Wealth Management's LOW Position: Q3 2026 in Review

Capital Advisors Wealth Management sold out of Lowe's Companies (LOW) in Q3 2026, closing a stake of 1,025 shares — an estimated $226K sold.

Capital Advisors Wealth Management first reported a position in LOW in Q4 2021 and held it in 19 quarters. The position peaked at $342K in Q4 2021. 123 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Capital Advisors Wealth Management reported no remaining Lowe's Companies position as of Q3 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 1,025 Lowe's Companies shares in Q3 2026, an estimated $226K.
  • Capital Advisors Wealth Management first reported a position in Lowe's Companies in Q4 2021 and held it in 19 quarters.
  • Capital Advisors Wealth Management's Lowe's Companies position peaked at $342K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.