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Castle Rock Wealth Management’s Lowe's Companies LOW Stock Holding History

Castle Rock Wealth Management’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
Q2 		$1.68M Buy
7,560
+262
+4% +$59.5K 0.33% 87
2026
Q1 		$1.69M Buy
7,298
+20
+0.3% +$5.22K 0.37% 84
2025
Q4 		$2M Buy
7,278
+283
+4% +$68K 0.43% 69
2025
Q3 		$1.73M Buy
6,995
+185
+3% +$45.5K 0.38% 76
2025
Q2 		$1.51M Buy
6,810
+299
+5% +$66.7K 0.35% 80
2025
Q1 		$1.52M Sell
6,511
-869
-12% -$214K 0.41% 66
2024
Q4 		$1.86M Buy
7,380
+376
+5% +$100K 0.44% 60
2024
Q3 		$1.88M Buy
7,004
+10
+0.1% +$2.42K 0.45% 61
2024
Q2 		$1.49M Buy
6,994
+330
+5% +$75.3K 0.37% 79
2024
Q1 		$1.52M Buy
6,664
+3,804
+133% +$874K 0.41% 69
2023
Q4 		$607K Buy
2,860
+47
+2% +$9.53K 0.18% 134
2023
Q3 		$565K Buy
2,813
+150
+6% +$33.7K 0.19% 126
2023
Q2 		$600K Buy
2,663
+37
+1% +$7.7K 0.21% 113
2023
Q1 		$544K Sell
2,626
-134
-5% -$27.2K 0.19% 115
2022
Q4 		$557K Sell
2,760
-192
-7% -$38.4K 0.25% 114
2022
Q3 		$580K Sell
2,952
-13
-0.4% -$2.53K 0.29% 93
2022
Q2 		$538K Buy
2,965
+126
+4% +$24.3K 0.27% 103
2022
Q1 		$576K Sell
2,839
-3,958
-58% -$910K 0.27% 113
2021
Q4 		$1.53M Sell
6,797
-218
-3% -$51.8K 0.62% 44
2021
Q3 		$1.65M Buy
7,015
+519
+8% +$103K 0.56% 51
2021
Q2 		$1.23M Buy
6,496
+985
+18% +$193K 0.45% 68
2021
Q1 		$1.11M Buy
5,511
+518
+10% +$88.9K 0.45% 77
2020
Q4 		$861K Buy
4,993
+467
+10% +$75.9K 0.36% 93
2020
Q3 		$790K Buy
+4,526
New +$697K 0.52% 67

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Castle Rock Wealth Management's LOW Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Lowe's Companies (LOW) stake by 3.6% in Q2 2026, buying an estimated $59.5K and bringing the position to 7,560 shares worth $1.68M. The position accounts for 0.33% of the portfolio, ranked #87.

Castle Rock Wealth Management first reported a position in LOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $2M in Q4 2025. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Castle Rock Wealth Management held 7,560 shares of Lowe's Companies worth $1.68M as of Q2 2026.
  • Castle Rock Wealth Management bought 262 Lowe's Companies shares in Q2 2026, an estimated $59.5K.
  • Lowe's Companies made up 0.33% of Castle Rock Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Castle Rock Wealth Management first reported a position in Lowe's Companies in Q3 2020 and has held it in 24 quarters since.
  • Castle Rock Wealth Management's Lowe's Companies position peaked at $2M in Q4 2025.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.