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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Capstone Financial Advisors's LOW Position: Q1 2026 in Review

Capstone Financial Advisors increased its Lowe's Companies (LOW) stake by 0.32% in Q1 2026, buying an estimated $782 and bringing the position to 945 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #159.

Capstone Financial Advisors first reported a position in LOW in Q1 2021 and has held it in 12 quarters since. The position peaked at $301K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Capstone Financial Advisors held 945 shares of Lowe's Companies worth $223K as of Q1 2026.
Capstone Financial Advisors bought 3 Lowe's Companies shares in Q1 2026, an estimated $782.
Lowe's Companies made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #159 holding.
Capstone Financial Advisors first reported a position in Lowe's Companies in Q1 2021 and has held it in 12 quarters since.
Capstone Financial Advisors's Lowe's Companies position peaked at $301K in Q4 2021.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.