CPL
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Capital & Planning LLC’s Lowe's Companies LOW Stock Holding History

Capital & Planning LLC’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 		$566K Buy
+2,397
New +$625K 0.34% 30
2025
Q4 		– Sell
-2,172
Closed -$546K – 22
2025
Q3 		$546K Buy
2,172
+520
+31% +$128K 0.34% 31
2025
Q2 		$367K Buy
1,652
+635
+62% +$142K 0.25% 31
2025
Q1 		$237K Buy
1,017
+165
+19% +$40.6K 0.18% 33
2024
Q4 		$210K Buy
+852
New +$228K 0.15% 34

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 & Planning LLC's LOW Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Lowe's Companies (LOW) in Q1 2026: 2,397 shares worth $566K. The stake represents 0.34% of the portfolio and ranks #30 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in LOW as recently as Q3 2025.

Capital & Planning LLC first reported a position in LOW in Q4 2024 and has held it in 5 quarters since. 2,695 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Capital & Planning LLC held 2,397 shares of Lowe's Companies worth $566K as of Q1 2026.
  • Lowe's Companies was a new Capital & Planning LLC position in Q1 2026.
  • Lowe's Companies made up 0.34% of Capital & Planning LLC's portfolio in Q1 2026, its #30 holding.
  • Capital & Planning LLC first reported a position in Lowe's Companies in Q4 2024 and has held it in 5 quarters since.
  • 2,695 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.