Capital Planning Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $384K | Sell |
1,627
-481
| -23% | -$125K | 0.06% | 113 |
|
|
2025
Q4 | $508K | Sell |
2,108
-8
| -0.4% | -$1.92K | 0.07% | 114 |
|
|
2025
Q3 | $532K | Buy |
2,116
+3
| +0.1% | +$737 | 0.07% | 110 |
|
|
2025
Q2 | $469K | Buy |
2,113
+8
| +0.4% | +$1.78K | 0.07% | 100 |
|
|
2025
Q1 | $491K | Sell |
2,105
-5
| -0.2% | -$1.23K | 0.08% | 99 |
|
|
2024
Q4 | $521K | Buy |
2,110
+34
| +2% | +$9.08K | 0.08% | 99 |
|
|
2024
Q3 | $562K | Buy |
2,076
+4
| +0.2% | +$969 | 0.08% | 95 |
|
|
2024
Q2 | $457K | Buy |
2,072
+14
| +0.7% | +$3.19K | 0.08% | 96 |
|
|
2024
Q1 | $524K | Sell |
2,058
-68
| -3% | -$15.6K | 0.09% | 100 |
|
|
2023
Q4 | $473K | Buy |
2,126
+29
| +1% | +$5.88K | 0.09% | 100 |
|
|
2023
Q3 | $436K | Hold |
2,097
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $473K | Buy |
2,097
+21
| +1% | +$4.37K | 0.1% | 96 |
|
|
2023
Q1 | $415K | Sell |
2,076
-12
| -0.6% | -$2.44K | 0.09% | 95 |
|
|
2022
Q4 | $416K | Sell |
2,088
-105
| -5% | -$21K | 0.1% | 93 |
|
|
2022
Q3 | $412K | Sell |
2,193
-178
| -8% | -$34.7K | 0.11% | 90 |
|
|
2022
Q2 | $414K | Sell |
2,371
-25
| -1% | -$4.82K | 0.11% | 94 |
|
|
2022
Q1 | $484K | Buy |
2,396
+72
| +3% | +$16.6K | 0.1% | 105 |
|
|
2021
Q4 | $601K | Buy |
2,324
+63
| +3% | +$15K | 0.11% | 104 |
|
|
2021
Q3 | $459K | Sell |
2,261
-63
| -3% | -$12.6K | 0.1% | 108 |
|
|
2021
Q2 | $451K | Buy |
2,324
+926
| +66% | +$181K | 0.09% | 110 |
|
|
2021
Q1 | $266K | Sell |
1,398
-544
| -28% | -$93.3K | 0.06% | 118 |
|
|
2020
Q4 | $312K | Buy |
1,942
+55
| +3% | +$8.93K | 0.08% | 112 |
|
|
2020
Q3 | $313K | Sell |
1,887
-11
| -0.6% | -$1.69K | 0.09% | 107 |
|
|
2020
Q2 | $256K | Buy |
+1,898
| New | +$217K | 0.08% | 120 |
|
|
2019
Q3 | – | Sell |
-7,796
| Closed | -$787K | – | 157 |
|
|
2019
Q2 | $787K | Sell |
7,796
-10,160
| -57% | -$1.07M | 0.23% | 72 |
|
|
2019
Q1 | $1.97M | Sell |
17,956
-2,091
| -10% | -$209K | 0.6% | 48 |
|
|
2018
Q4 | $1.85M | Sell |
20,047
-203
| -1% | -$19.6K | 0.67% | 46 |
|
|
2018
Q3 | $2.33M | Buy |
20,250
+3,455
| +21% | +$360K | 0.74% | 44 |
|
|
2018
Q2 | $1.6M | Sell |
16,795
-3,123
| -16% | -$283K | 0.73% | 48 |
|
|
2018
Q1 | $1.75M | Sell |
19,918
-370
| -2% | -$35K | 0.62% | 52 |
|
|
2017
Q4 | $1.89M | Buy |
20,288
+3,579
| +21% | +$296K | 0.66% | 45 |
|
|
2017
Q3 | $1.34M | Buy |
16,709
+2,490
| +18% | +$191K | 0.52% | 53 |
|
|
2017
Q2 | $1.1M | Buy |
14,219
+5,209
| +58% | +$426K | 0.49% | 57 |
|
|
2017
Q1 | $741K | Buy |
9,010
+845
| +10% | +$64.7K | 0.37% | 60 |
|
|
2016
Q4 | $581K | Sell |
8,165
-290
| -3% | -$20.5K | 0.31% | 64 |
|
|
2016
Q3 | $611K | Buy |
8,455
+80
| +1% | +$6.22K | 0.33% | 65 |
|
|
2016
Q2 | $663K | Buy |
8,375
+270
| +3% | +$20.9K | 0.37% | 55 |
|
|
2016
Q1 | $614K | Buy |
8,105
+510
| +7% | +$36K | 0.3% | 58 |
|
|
2015
Q4 | $578K | Hold |
7,595
| – | – | 0.34% | 62 |
|
|
2015
Q3 | $523K | Buy |
7,595
+900
| +13% | +$61.9K | 0.34% | 54 |
|
|
2015
Q2 | $448K | Buy |
+6,695
| New | +$477K | 0.26% | 70 |
|
Other funds holding LOW
VCM
VPM
Capital Planning Advisors's LOW Position: Q1 2026 in Review
Capital Planning Advisors reduced its Lowe's Companies (LOW) stake by 23% in Q1 2026, selling an estimated $125K and leaving 1,627 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #113.
Capital Planning Advisors first reported a position in LOW in Q2 2015 and has held it in 41 quarters since. The position peaked at $2.33M in Q3 2018. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.
- Capital Planning Advisors held 1,627 shares of Lowe's Companies worth $384K as of Q1 2026.
- Capital Planning Advisors sold 481 Lowe's Companies shares in Q1 2026, an estimated $125K.
- Lowe's Companies made up 0.06% of Capital Planning Advisors's portfolio in Q1 2026, its #113 holding.
- Capital Planning Advisors first reported a position in Lowe's Companies in Q2 2015 and has held it in 41 quarters since.
- Capital Planning Advisors's Lowe's Companies position peaked at $2.33M in Q3 2018.
- 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.
Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.