Capital City Trust’s Lowe's Companies LOW Stock Holding History

Capital City 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	$573K	Sell	2,427 -300	-11%	-$78.2K	0.13%	81
2025 Q4	$658K	Hold	2,727	–	–	0.15%	78
2025 Q3	$685K	Sell	2,727 -57	-2%	-$14K	0.17%	74
2025 Q2	$618K	Sell	2,784 -40	-1%	-$8.93K	0.16%	76
2025 Q1	$659K	Buy	2,824 +1,067	+61%	+$263K	0.18%	75
2024 Q4	$434K	Sell	1,757 -6	-0.3%	-$1.6K	0.11%	88
2024 Q3	$478K	Buy	1,763 +183	+12%	+$44.3K	0.12%	89
2024 Q2	$348K	Hold	1,580	–	–	0.09%	90
2024 Q1	$402K	Hold	1,580	–	–	0.11%	89
2023 Q4	$352K	Hold	1,580	–	–	0.1%	95
2023 Q3	$328K	Hold	1,580	–	–	0.11%	95
2023 Q2	$357K	Hold	1,580	–	–	0.11%	94
2023 Q1	$316K	Buy	+1,580	New	+$321K	0.1%	99
2013 Q3	–	Sell	-300	Closed	-$12K	–	158
2013 Q2	$12K	Buy	+300	New	+$12.1K	0.01%	170

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 City Trust's LOW Position: Q1 2026 in Review

Capital City Trust reduced its Lowe's Companies (LOW) stake by 11% in Q1 2026, selling an estimated $78.2K and leaving 2,427 shares worth $573K. The position accounts for 0.13% of the portfolio, ranked #81.

Capital City Trust first reported a position in LOW in Q2 2013 and has held it in 14 quarters since. The position peaked at $685K in Q3 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Capital City Trust held 2,427 shares of Lowe's Companies worth $573K as of Q1 2026.
Capital City Trust sold 300 Lowe's Companies shares in Q1 2026, an estimated $78.2K.
Lowe's Companies made up 0.13% of Capital City Trust's portfolio in Q1 2026, its #81 holding.
Capital City Trust first reported a position in Lowe's Companies in Q2 2013 and has held it in 14 quarters since.
Capital City Trust's Lowe's Companies position peaked at $685K in Q3 2025.
2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Capital City Trust's 13F filing for Q1 2026, filed 1 May 2026.