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Carson Advisory’s Lowe's Companies LOW Stock Holding History

Carson Advisory’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 		$681K Buy
2,882
+53
+2% +$13.8K 0.35% 66
2025
Q4 		$682K Buy
2,829
+53
+2% +$12.7K 0.35% 66
2025
Q3 		$698K Sell
2,776
-36
-1% -$8.85K 0.38% 62
2025
Q2 		$624K Buy
2,812
+3
+0.1% +$670 0.4% 64
2025
Q1 		$655K Sell
2,809
-13
-0.5% -$3.2K 0.44% 61
2024
Q4 		$696K Sell
2,822
-175
-6% -$46.7K 0.48% 59
2024
Q3 		$812K Buy
2,997
+24
+0.8% +$5.81K 0.51% 55
2024
Q2 		$655K Sell
2,973
-76
-2% -$17.3K 0.46% 68
2024
Q1 		$777K Buy
3,049
+85
+3% +$19.5K 0.55% 51
2023
Q4 		$660K Buy
2,964
+4
+0.1% +$811 0.51% 62
2023
Q3 		$615K Sell
2,960
-18
-0.6% -$4.05K 0.54% 62
2023
Q2 		$672K Sell
2,978
-14
-0.5% -$2.91K 0.57% 58
2023
Q1 		$598K Sell
2,992
-297
-9% -$60.3K 0.53% 60
2022
Q4 		$655K Buy
3,289
+13
+0.4% +$2.6K 0.63% 46
2022
Q3 		$615K Sell
3,276
-87
-3% -$16.9K 0.68% 49
2022
Q2 		$587K Buy
3,363
+118
+4% +$22.8K 0.66% 45
2022
Q1 		$656K Sell
3,245
-25
-0.8% -$5.75K 0.65% 47
2021
Q4 		$845K Buy
+3,270
New +$777K 0.86% 33

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Advisory's LOW Position: Q1 2026 in Review

Carson Advisory increased its Lowe's Companies (LOW) stake by 1.9% in Q1 2026, buying an estimated $13.8K and bringing the position to 2,882 shares worth $681K. The position accounts for 0.35% of the portfolio, ranked #66.

Carson Advisory first reported a position in LOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $845K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Carson Advisory held 2,882 shares of Lowe's Companies worth $681K as of Q1 2026.
  • Carson Advisory bought 53 Lowe's Companies shares in Q1 2026, an estimated $13.8K.
  • Lowe's Companies made up 0.35% of Carson Advisory's portfolio in Q1 2026, its #66 holding.
  • Carson Advisory first reported a position in Lowe's Companies in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Lowe's Companies position peaked at $845K in Q4 2021.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.