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

Castle 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	$1.32M	Buy	5,977 +142	+2%	+$32.2K	0.39%	55
2026 Q1	$1.38M	Buy	5,835 +324	+6%	+$84.5K	0.45%	52
2025 Q4	$1.33M	Sell	5,511 -118	-2%	-$28.3K	0.44%	55
2025 Q3	$1.41M	Buy	5,629 +176	+3%	+$43.2K	0.48%	52
2025 Q2	$1.21M	Buy	5,453 +71	+1%	+$15.8K	0.44%	53
2025 Q1	$1.26M	Buy	5,382 +337	+7%	+$82.9K	0.49%	50
2024 Q4	$1.25M	Sell	5,045 -271	-5%	-$72.4K	0.49%	51
2024 Q3	$1.44M	Buy	5,316 +323	+6%	+$78.2K	0.58%	46
2024 Q2	$1.1M	Buy	4,993 +381	+8%	+$86.9K	0.53%	49
2024 Q1	$1.17M	Buy	4,612 +785	+21%	+$180K	0.61%	43
2023 Q4	$852K	Buy	3,827 +90	+2%	+$18.2K	0.51%	50
2023 Q3	$777K	Buy	3,737 +1,216	+48%	+$274K	0.55%	45
2023 Q2	$569K	Sell	2,521 -35	-1%	-$7.28K	0.4%	57
2023 Q1	$511K	Sell	2,556 -166	-6%	-$33.7K	0.4%	56
2022 Q4	$542K	Sell	2,722 -194	-7%	-$38.8K	0.34%	57
2022 Q3	$548K	Buy	2,916 +476	+20%	+$92.7K	0.33%	53
2022 Q2	$426K	Buy	+2,440	New	+$470K	0.25%	68

Other funds holding LOW

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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 $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Castle Wealth Management increased its Lowe's Companies (LOW) stake by 2.4% in Q2 2026, buying an estimated $32.2K and bringing the position to 5,977 shares worth $1.32M. The position accounts for 0.39% of the portfolio, ranked #55.

Castle Wealth Management first reported a position in LOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.44M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Castle Wealth Management held 5,977 shares of Lowe's Companies worth $1.32M as of Q2 2026.
Castle Wealth Management bought 142 Lowe's Companies shares in Q2 2026, an estimated $32.2K.
Lowe's Companies made up 0.39% of Castle Wealth Management's portfolio in Q2 2026, its #55 holding.
Castle Wealth Management first reported a position in Lowe's Companies in Q2 2022 and has held it in 17 quarters since.
Castle Wealth Management's Lowe's Companies position peaked at $1.44M in Q3 2024.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.