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Capital Performance Advisors’s Lowe's Companies LOW Stock Holding History

Capital Performance Advisors’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 		$251K Sell
1,136
-1,503
-57% -$341K 0.02% 256
2026
Q1 		$624K Buy
2,639
+179
+7% +$46.7K 0.04% 189
2025
Q4 		$593K Buy
2,460
+1,639
+200% +$394K 0.04% 191
2025
Q3 		$206K Sell
821
-112
-12% -$27.5K 0.03% 317
2025
Q2 		$207K Sell
933
-281
-23% -$62.7K 0.04% 243
2025
Q1 		$283K Buy
+1,214
New +$299K 0.06% 166
2024
Q4 		– Sell
-224
Closed -$60.7K – 1568
2024
Q3 		$60.7K Buy
+224
New +$54.3K 0.02% 299

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Performance Advisors's LOW Position: Q2 2026 in Review

Capital Performance Advisors reduced its Lowe's Companies (LOW) stake by 57% in Q2 2026, selling an estimated $341K and leaving 1,136 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #256.

Capital Performance Advisors first reported a position in LOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $624K in Q1 2026. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Capital Performance Advisors held 1,136 shares of Lowe's Companies worth $251K as of Q2 2026.
  • Capital Performance Advisors sold 1,503 Lowe's Companies shares in Q2 2026, an estimated $341K.
  • Lowe's Companies made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #256 holding.
  • Capital Performance Advisors first reported a position in Lowe's Companies in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Lowe's Companies position peaked at $624K in Q1 2026.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.