CapWealth Advisors’s Lowe's Companies LOW Stock Holding History

CapWealth 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	$473K	Hold	2,000	–	–	0.04%	85
2025 Q4	$482K	Hold	2,000	–	–	0.03%	92
2025 Q3	$503K	Hold	2,000	–	–	0.03%	88
2025 Q2	$444K	Hold	2,000	–	–	0.04%	74
2025 Q1	$466K	Sell	2,000 -15	-0.7%	-$3.69K	0.05%	72
2024 Q4	$497K	Buy	2,015 +15	+0.8%	+$4.01K	0.05%	72
2024 Q3	$542K	Hold	2,000	–	–	0.06%	71
2024 Q2	$441K	Hold	2,000	–	–	0.06%	67
2024 Q1	$509K	Hold	2,000	–	–	0.06%	66
2023 Q4	$445K	Hold	2,000	–	–	0.05%	69
2023 Q3	$416K	Sell	2,000 -82	-4%	-$18.4K	0.05%	76
2023 Q2	$470K	Buy	2,082 +82	+4%	+$17.1K	0.06%	73
2023 Q1	$400K	Hold	2,000	–	–	0.05%	80
2022 Q4	$398K	Hold	2,000	–	–	0.05%	85
2022 Q3	$376K	Sell	2,000 -144	-7%	-$28K	0.05%	82
2022 Q2	$374K	Buy	2,144 +144	+7%	+$27.8K	0.05%	88
2022 Q1	$404K	Hold	2,000	–	–	0.04%	95
2021 Q4	$517K	Hold	2,000	–	–	0.05%	90
2021 Q3	$406K	Hold	2,000	–	–	0.04%	88
2021 Q2	$388K	Hold	2,000	–	–	0.04%	89
2021 Q1	$380K	Hold	2,000	–	–	0.04%	85
2020 Q4	$321K	Hold	2,000	–	–	0.04%	83
2020 Q3	$332K	Hold	2,000	–	–	0.04%	79
2020 Q2	$270K	Buy	+2,000	New	+$228K	0.04%	82
2020 Q1	–	Sell	-2,000	Closed	-$240K	–	98
2019 Q4	$240K	Hold	2,000	–	–	0.03%	94
2019 Q3	$220K	Hold	2,000	–	–	0.03%	93
2019 Q2	$202K	Hold	2,000	–	–	0.03%	97
2019 Q1	$219K	Buy	+2,000	New	+$200K	0.03%	91
2018 Q4	–	Sell	-2,500	Closed	-$287K	–	104
2018 Q3	$287K	Buy	+2,500	New	+$260K	0.05%	95
2016 Q4	–	Sell	-2,000	Closed	-$144K	–	187
2016 Q3	$144K	Hold	2,000	–	–	0.03%	97
2016 Q2	$158K	Hold	2,000	–	–	0.04%	97
2016 Q1	$151K	Hold	2,000	–	–	0.04%	90
2015 Q4	$152K	Hold	2,000	–	–	0.04%	90
2015 Q3	$138K	Hold	2,000	–	–	0.03%	85
2015 Q2	$134K	Sell	2,000 -148	-7%	-$10.6K	0.03%	89
2015 Q1	$160K	Buy	+2,148	New	+$154K	0.04%	87
2014 Q4	–	Sell	-2,000	Closed	-$106K	–	198
2014 Q3	$106K	Hold	2,000	–	–	0.02%	106
2014 Q2	$96K	Hold	2,000	–	–	0.02%	112
2014 Q1	$98K	Hold	2,000	–	–	0.03%	106
2013 Q4	$99K	Sell	2,000 -500	-20%	-$24.3K	0.03%	114
2013 Q3	$119K	Hold	2,500	–	–	0.03%	105
2013 Q2	$102K	Buy	+2,500	New	+$101K	0.03%	115

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

CapWealth Advisors's LOW Position: Q1 2026 in Review

CapWealth Advisors held its Lowe's Companies (LOW) position steady in Q1 2026 at 2,000 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #85.

CapWealth Advisors first reported a position in LOW in Q2 2013 and has held it in 42 quarters since. The position peaked at $542K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

CapWealth Advisors held 2,000 shares of Lowe's Companies worth $473K as of Q1 2026.
CapWealth Advisors left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.04% of CapWealth Advisors's portfolio in Q1 2026, its #85 holding.
CapWealth Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 42 quarters since.
CapWealth Advisors's Lowe's Companies position peaked at $542K in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.