Carson Wealth (CWM LLC)’s Lowe's Companies LOW Stock Holding History

Carson Wealth (CWM LLC)’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	$12M	Buy	50,670 +2,014	+4%	+$525K	0.03%	483
2025 Q4	$11.7M	Sell	48,656 -3,143	-6%	-$755K	0.03%	462
2025 Q3	$13M	Buy	51,799 +9,117	+21%	+$2.24M	0.04%	385
2025 Q2	$9.47M	Buy	42,682 +845	+2%	+$189K	0.03%	401
2025 Q1	$9.76M	Sell	41,837 -8,178	-16%	-$2.01M	0.04%	357
2024 Q4	$12.3M	Sell	50,015 -389	-0.8%	-$104K	0.05%	280
2024 Q3	$13.7M	Sell	50,404 -1,153	-2%	-$279K	0.06%	263
2024 Q2	$11.4M	Sell	51,557 -662	-1%	-$151K	0.05%	277
2024 Q1	$13.3M	Buy	52,219 +1,484	+3%	+$341K	0.06%	250
2023 Q4	$11.3M	Sell	50,735 -2,480	-5%	-$503K	0.06%	255
2023 Q3	$11.1M	Sell	53,215 -1,599	-3%	-$360K	0.07%	228
2023 Q2	$12.4M	Buy	54,814 +17,636	+47%	+$3.67M	0.08%	208
2023 Q1	$7.43M	Sell	37,178 -1,437	-4%	-$292K	0.05%	262
2022 Q4	$7.69M	Buy	38,615 +1,094	+3%	+$219K	0.06%	234
2022 Q3	$7.05M	Buy	37,521 +2,656	+8%	+$517K	0.06%	237
2022 Q2	$6.09M	Buy	34,865 +17,223	+98%	+$3.32M	0.05%	263
2022 Q1	$3.57M	Buy	17,642 +3,402	+24%	+$782K	0.03%	336
2021 Q4	$3.68M	Buy	+14,240	New	+$3.39M	0.03%	331
2021 Q2	$1.55M	Hold	7,982	–	–	0.01%	493
2021 Q1	$1.55M	Hold	7,982	–	–	0.01%	493
2020 Q4	$1.55M	Hold	7,982	–	–	0.01%	493
2020 Q3	$1.55M	Hold	7,982	–	–	0.01%	493
2020 Q2	$1.55M	Hold	7,982	–	–	0.01%	493
2020 Q1	$1.55M	Hold	7,982	–	–	0.01%	493
2019 Q4	$1.55M	Hold	7,982	–	–	0.01%	493
2019 Q3	$1.55M	Hold	7,982	–	–	0.01%	493
2019 Q2	$1.55M	Hold	7,982	–	–	0.01%	493
2019 Q1	$1.55M	Buy	7,982 +4,677	+142%	+$467K	0.01%	493
2018 Q4	$305K	Buy	3,305 +483	+17%	+$46.6K	0.01%	520
2018 Q3	$324K	Sell	2,822 -162,035	-98%	-$16.9M	0.01%	432
2018 Q2	$15.8M	Sell	164,857 -12,280	-7%	-$1.11M	0.52%	52
2018 Q1	$15.5M	Sell	177,137 -134,443	-43%	-$12.7M	0.62%	46
2017 Q4	$29M	Sell	311,580 -20,275	-6%	-$1.68M	1.29%	23
2017 Q3	$26.5M	Sell	331,855 -11,712	-3%	-$897K	1.25%	22
2017 Q2	$26.6M	Buy	343,567 +341,867	+20,110%	+$27.9M	1.37%	20
2017 Q1	$140K	Buy	1,700 +354	+26%	+$27.1K	0.01%	326
2016 Q4	$96K	Sell	1,346 -1,123	-45%	-$79.5K	0.01%	353
2016 Q3	$178K	Buy	2,469 +1,205	+95%	+$93.7K	0.01%	271
2016 Q2	$100K	Buy	1,264 +4	+0.3%	+$309	0.01%	301
2016 Q1	$95K	Buy	1,260 +5	+0.4%	+$353	0.01%	286
2015 Q4	$95K	Buy	1,255 +4	+0.3%	+$297	0.01%	263
2015 Q3	$86K	Buy	+1,251	New	+$86K	0.01%	247
2015 Q1	–	Sell	-50,487	Closed	-$3.47M	–	187
2014 Q4	$3.47M	Buy	50,487 +28,024	+125%	+$1.68M	0.42%	94
2014 Q3	$1.19M	Buy	22,463 +15,376	+217%	+$777K	0.17%	120
2014 Q2	$340K	Buy	+7,087	New	+$330K	0.06%	136
2014 Q1	–	Sell	-1,840	Closed	-$91K	–	339
2013 Q4	$91K	Buy	1,840 +1,450	+372%	+$70.5K	0.01%	204
2013 Q3	$19K	Buy	+390	New	+$17.7K	0.01%	273

Other funds holding LOW

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

VPM

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 $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s LOW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lowe's Companies (LOW) stake by 4.1% in Q1 2026, buying an estimated $525K and bringing the position to 50,670 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #483.

Carson Wealth (CWM LLC) first reported a position in LOW in Q3 2013 and has held it in 47 quarters since. The position peaked at $29M in Q4 2017. 2,693 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Carson Wealth (CWM LLC) held 50,670 shares of Lowe's Companies worth $12M as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,014 Lowe's Companies shares in Q1 2026, an estimated $525K.
Lowe's Companies made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #483 holding.
Carson Wealth (CWM LLC) first reported a position in Lowe's Companies in Q3 2013 and has held it in 47 quarters since.
Carson Wealth (CWM LLC)'s Lowe's Companies position peaked at $29M in Q4 2017.
2,693 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.