Capital Asset Advisory Services’s Lowe's Companies LOW Stock Holding History

Capital Asset Advisory Services’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	$1.88M	Buy	7,429 +5,818	+361%	+$1.52M	0.07%	122
2025 Q4	$397K	Buy	1,611 +80	+5%	+$19.2K	0.02%	199
2025 Q3	$385K	Buy	1,531 +88	+6%	+$21.6K	0.02%	209
2025 Q2	$330K	Buy	1,443 +296	+26%	+$66.1K	0.02%	217
2025 Q1	$270K	Buy	1,147 +35	+3%	+$8.61K	0.01%	235
2024 Q4	$276K	Sell	1,112 -8	-0.7%	-$2.14K	0.01%	260
2024 Q3	$306K	Buy	+1,120	New	+$271K	0.02%	249
2024 Q2	–	Sell	-880	Closed	-$211K	–	322
2024 Q1	$211K	Sell	880 -82	-9%	-$18.9K	0.01%	303
2023 Q4	$214K	Buy	+962	New	+$195K	0.01%	289
2023 Q1	–	Sell	-1,057	Closed	-$215K	–	369
2022 Q4	$215K	Sell	1,057 -1,020	-49%	-$204K	0.02%	340
2022 Q3	$390K	Buy	2,077 +52	+3%	+$10.1K	0.05%	205
2022 Q2	$354K	Buy	2,025 +12	+0.6%	+$2.31K	0.04%	284
2022 Q1	$407K	Sell	2,013 -791	-28%	-$182K	0.04%	278
2021 Q4	$725K	Buy	2,804 +383	+16%	+$91.1K	0.08%	193
2021 Q3	$491K	Sell	2,421 -681	-22%	-$136K	0.05%	261
2021 Q2	$602K	Sell	3,102 -191	-6%	-$37.4K	0.07%	215
2021 Q1	$626K	Sell	3,293 -403	-11%	-$69.2K	0.09%	203
2020 Q4	$593K	Buy	3,696 +8	+0.2%	+$1.3K	0.11%	169
2020 Q3	$612K	Buy	3,688 +31	+0.8%	+$4.77K	0.13%	135
2020 Q2	$563K	Sell	3,657 -73	-2%	-$8.34K	0.12%	153
2020 Q1	$412K	Buy	3,730 +56	+2%	+$6.12K	0.11%	154
2019 Q4	$452K	Buy	+3,674	New	+$420K	0.11%	183

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Asset Advisory Services's LOW Position: Q1 2026 in Review

Capital Asset Advisory Services increased its Lowe's Companies (LOW) stake by 361% in Q1 2026, buying an estimated $1.52M and bringing the position to 7,429 shares worth $1.88M. The position accounts for 0.07% of the portfolio, ranked #122.

Capital Asset Advisory Services first reported a position in LOW in Q4 2019 and has held it in 22 quarters since. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Capital Asset Advisory Services held 7,429 shares of Lowe's Companies worth $1.88M as of Q1 2026.
Capital Asset Advisory Services bought 5,818 Lowe's Companies shares in Q1 2026, an estimated $1.52M.
Lowe's Companies made up 0.07% of Capital Asset Advisory Services's portfolio in Q1 2026, its #122 holding.
Capital Asset Advisory Services first reported a position in Lowe's Companies in Q4 2019 and has held it in 22 quarters since.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.