Capstone Financial Advisors’s Lowe's Companies LOW Stock Holding History

Capstone Financial 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	$208K	Sell	943 -2	-0.2%	-$454	0.01%	177
2026 Q1	$223K	Buy	945 +3	+0.3%	+$782	0.01%	159
2025 Q4	$227K	Sell	942 -7	-0.7%	-$1.68K	0.01%	161
2025 Q3	$239K	Buy	949 +15	+2%	+$3.69K	0.01%	155
2025 Q2	$207K	Buy	+934	New	+$208K	0.01%	158
2025 Q1	–	Sell	-969	Closed	-$239K	–	162
2024 Q4	$239K	Buy	969 +14	+1%	+$3.74K	0.01%	132
2024 Q3	$259K	Buy	+955	New	+$231K	0.02%	125
2022 Q4	–	Sell	-1,130	Closed	-$212K	–	143
2022 Q3	$212K	Buy	+1,130	New	+$220K	0.02%	110
2022 Q2	–	Sell	-1,175	Closed	-$238K	–	145
2022 Q1	$238K	Buy	1,175 +10	+0.9%	+$2.3K	0.02%	113
2021 Q4	$301K	Buy	1,165 +28	+2%	+$6.66K	0.02%	102
2021 Q3	$231K	Hold	1,137	–	–	0.02%	117
2021 Q2	$221K	Buy	1,137 +18	+2%	+$3.52K	0.02%	124
2021 Q1	$213K	Buy	+1,119	New	+$192K	0.02%	110

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capstone Financial Advisors's LOW Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Lowe's Companies (LOW) stake by 0.21% in Q2 2026, selling an estimated $454 and leaving 943 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #177.

Capstone Financial Advisors first reported a position in LOW in Q1 2021 and has held it in 13 quarters since. The position peaked at $301K in Q4 2021. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Capstone Financial Advisors held 943 shares of Lowe's Companies worth $208K as of Q2 2026.
Capstone Financial Advisors sold 2 Lowe's Companies shares in Q2 2026, an estimated $454.
Lowe's Companies made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #177 holding.
Capstone Financial Advisors first reported a position in Lowe's Companies in Q1 2021 and has held it in 13 quarters since.
Capstone Financial Advisors's Lowe's Companies position peaked at $301K in Q4 2021.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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