Carret Asset Management’s Lowe's Companies LOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.55M Sell
6,580
-121
-2% -$31.6K 0.15% 114
2025
Q4
$1.62M Sell
6,701
-48
-0.7% -$11.5K 0.15% 111
2025
Q3
$1.7M Sell
6,749
-249
-4% -$61.2K 0.17% 107
2025
Q2
$1.55M Sell
6,998
-332
-5% -$74.1K 0.17% 111
2025
Q1
$1.71M Sell
7,330
-49
-0.7% -$12.1K 0.19% 107
2024
Q4
$1.82M Sell
7,379
-374
-5% -$99.9K 0.2% 104
2024
Q3
$2.1M Sell
7,753
-28
-0.4% -$6.78K 0.23% 100
2024
Q2
$1.72M Buy
7,781
+81
+1% +$18.5K 0.2% 106
2024
Q1
$1.96M Sell
7,700
-9
-0.1% -$2.07K 0.23% 96
2023
Q4
$1.72M Buy
7,709
+2
+0% +$405 0.22% 105
2023
Q3
$1.6M Buy
7,707
+26
+0.3% +$5.85K 0.22% 102
2023
Q2
$1.73M Sell
7,681
-49
-0.6% -$10.2K 0.23% 99
2023
Q1
$1.55M Sell
7,730
-377
-5% -$76.6K 0.21% 110
2022
Q4
$1.61M Sell
8,107
-353
-4% -$70.6K 0.22% 109
2022
Q3
$1.59M Buy
8,460
+67
+0.8% +$13K 0.24% 100
2022
Q2
$1.47M Sell
8,393
-224
-3% -$43.2K 0.2% 113
2022
Q1
$1.74M Buy
8,617
+236
+3% +$54.3K 0.2% 115
2021
Q4
$2.17M Buy
8,381
+60
+0.7% +$14.3K 0.24% 96
2021
Q3
$1.69M Sell
8,321
-7
-0.1% -$1.4K 0.2% 111
2021
Q2
$1.61M Buy
8,328
+29
+0.3% +$5.67K 0.19% 119
2021
Q1
$1.58M Buy
8,299
+21
+0.3% +$3.6K 0.2% 115
2020
Q4
$1.33M Sell
8,278
-108
-1% -$17.5K 0.18% 121
2020
Q3
$1.39M Sell
8,386
-737
-8% -$113K 0.21% 104
2020
Q2
$1.23M Sell
9,123
-200
-2% -$22.8K 0.2% 109
2020
Q1
$802K Sell
9,323
-250
-3% -$27.3K 0.15% 128
2019
Q4
$1.15M Sell
9,573
-22
-0.2% -$2.52K 0.17% 123
2019
Q3
$1.05M Buy
9,595
+50
+0.5% +$5.28K 0.17% 122
2019
Q2
$963K Sell
9,545
-50
-0.5% -$5.27K 0.15% 128
2019
Q1
$1.05M Hold
9,595
0.17% 119
2018
Q4
$886K Sell
9,595
-100
-1% -$9.64K 0.16% 123
2018
Q3
$1.11M Hold
9,695
0.17% 119
2018
Q2
$927K Sell
9,695
-50
-0.5% -$4.53K 0.15% 125
2018
Q1
$855K Sell
9,745
-100
-1% -$9.46K 0.14% 130
2017
Q4
$915K Hold
9,845
0.14% 125
2017
Q3
$787K Sell
9,845
-132
-1% -$10.1K 0.13% 132
2017
Q2
$774K Sell
9,977
-1,050
-10% -$85.8K 0.13% 134
2017
Q1
$907K Buy
11,027
+75
+0.7% +$5.74K 0.16% 118
2016
Q4
$779K Sell
10,952
-300
-3% -$21.2K 0.15% 121
2016
Q3
$813K Buy
11,252
+467
+4% +$36.3K 0.15% 123
2016
Q2
$854K Buy
10,785
+563
+6% +$43.5K 0.17% 114
2016
Q1
$774K Buy
10,222
+100
+1% +$7.05K 0.16% 119
2015
Q4
$770K Sell
10,122
-1,000
-9% -$74.3K 0.16% 122
2015
Q3
$767K Buy
11,122
+150
+1% +$10.3K 0.17% 128
2015
Q2
$735K Sell
10,972
-347
-3% -$24.7K 0.15% 136
2015
Q1
$842K Sell
11,319
-522
-4% -$37.4K 0.16% 130
2014
Q4
$815K Buy
11,841
+454
+4% +$27.2K 0.15% 130
2014
Q3
$603K Buy
11,387
+5
+0% +$253 0.12% 154
2014
Q2
$546K Buy
11,382
+4
+0% +$187 0.1% 162
2014
Q1
$556K Sell
11,378
-197
-2% -$9.51K 0.11% 155
2013
Q4
$574K Buy
11,575
+342
+3% +$16.6K 0.12% 151
2013
Q3
$535K Sell
11,233
-7,121
-39% -$323K 0.12% 152
2013
Q2
$751K Buy
+18,354
New +$739K 0.16% 145

Other funds holding LOW

Carret Asset Management's LOW Position: Q1 2026 in Review

Carret Asset Management reduced its Lowe's Companies (LOW) stake by 1.8% in Q1 2026, selling an estimated $31.6K and leaving 6,580 shares worth $1.55M. The position accounts for 0.15% of the portfolio, ranked #114.

Carret Asset Management first reported a position in LOW in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.17M in Q4 2021. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Carret Asset Management held 6,580 shares of Lowe's Companies worth $1.55M as of Q1 2026.
  • Carret Asset Management sold 121 Lowe's Companies shares in Q1 2026, an estimated $31.6K.
  • Lowe's Companies made up 0.15% of Carret Asset Management's portfolio in Q1 2026, its #114 holding.
  • Carret Asset Management first reported a position in Lowe's Companies in Q2 2013 and has held it in 52 quarters since.
  • Carret Asset Management's Lowe's Companies position peaked at $2.17M in Q4 2021.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Carret Asset Management's 13F filing for Q1 2026, filed 15 May 2026.