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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
Q3 		– Sell
-7,560
Closed -$1.68M – 278
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

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Castle Rock Wealth Management's LOW Position: Q3 2026 in Review

Castle Rock Wealth Management sold out of Lowe's Companies (LOW) in Q3 2026, closing a stake of 7,560 shares — an estimated $1.68M sold.

Castle Rock Wealth Management first reported a position in LOW in Q3 2020 and held it in 24 quarters. The position peaked at $2M in Q4 2025. 313 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Castle Rock Wealth Management reported no remaining Lowe's Companies position as of Q3 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 7,560 Lowe's Companies shares in Q3 2026, an estimated $1.68M.
  • Castle Rock Wealth Management first reported a position in Lowe's Companies in Q3 2020 and held it in 24 quarters.
  • Castle Rock Wealth Management's Lowe's Companies position peaked at $2M in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.