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Cascade Financial Partners’s Lowe's Companies LOW Stock Holding History

Cascade Financial Partners’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 		$206K Sell
872
-7
-0.8% -$1.83K 0.02% 251
2025
Q4 		$212K Hold
879
– – 0.02% 253
2025
Q3 		$221K Buy
+879
New +$216K 0.03% 245
2025
Q2 		– Sell
-879
Closed -$205K – 264
2025
Q1 		$205K Buy
879
+26
+3% +$6.4K 0.03% 235
2024
Q4 		$210K Buy
853
+10
+1% +$2.67K 0.03% 238
2024
Q3 		$229K Buy
+843
New +$204K 0.03% 222

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

Cascade Financial Partners's LOW Position: Q1 2026 in Review

Cascade Financial Partners reduced its Lowe's Companies (LOW) stake by 0.8% in Q1 2026, selling an estimated $1.83K and leaving 872 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #251.

Cascade Financial Partners first reported a position in LOW in Q3 2024 and has held it in 6 quarters since. The position peaked at $229K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Cascade Financial Partners held 872 shares of Lowe's Companies worth $206K as of Q1 2026.
  • Cascade Financial Partners sold 7 Lowe's Companies shares in Q1 2026, an estimated $1.83K.
  • Lowe's Companies made up 0.02% of Cascade Financial Partners's portfolio in Q1 2026, its #251 holding.
  • Cascade Financial Partners first reported a position in Lowe's Companies in Q3 2024 and has held it in 6 quarters since.
  • Cascade Financial Partners's Lowe's Companies position peaked at $229K in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.