Capital Planning’s Lowe's Companies LOW Stock Holding History

Capital Planning’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
2024 Q4	–	Sell	-748	Closed	-$203K	–	97
2024 Q3	$203K	Buy	+748	New	+$181K	0.06%	86

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Planning's LOW Position: Q4 2024 in Review

Capital Planning sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 748 shares — an estimated $203K sold.

Capital Planning first reported a position in LOW in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Capital Planning reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
Capital Planning sold 748 Lowe's Companies shares in Q4 2024, an estimated $203K.
Capital Planning first reported a position in Lowe's Companies in Q3 2024 and held it in 1 quarter.
Capital Planning's Lowe's Companies position peaked at $203K in Q3 2024.
2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Capital Planning's 13F filing for Q4 2024, filed 15 Jan 2025.