CBIZ Investment Advisory Services’s Lowe's Companies LOW Stock Holding History

CBIZ Investment Advisory Services’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	$2.36K	Sell	10 -300	-97%	-$78.2K	﹤0.01%	319
2025 Q4	$74.7K	Buy	310 +50	+19%	+$12K	﹤0.01%	107
2025 Q3	$65.3K	Sell	260 -24	-8%	-$5.9K	﹤0.01%	104
2025 Q2	$63K	Buy	284 +60	+27%	+$13.4K	﹤0.01%	109
2025 Q1	$52.2K	Buy	224 +66	+42%	+$16.2K	﹤0.01%	111
2024 Q4	$38.9K	Buy	158 +8	+5%	+$2.14K	﹤0.01%	128
2024 Q3	$40.8K	Sell	150 -1	-0.7%	-$242	﹤0.01%	125
2024 Q2	$33.2K	Hold	151	–	–	﹤0.01%	123
2024 Q1	$38.4K	Buy	+151	New	+$34.7K	﹤0.01%	112
2020 Q1	–	Hold	0	–	–	–	83
2019 Q4	–	Hold	0	–	–	–	131

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CBIZ Investment Advisory Services's LOW Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Lowe's Companies (LOW) stake by 97% in Q1 2026, selling an estimated $78.2K and leaving 10 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

CBIZ Investment Advisory Services first reported a position in LOW in Q1 2024 and has held it in 9 quarters since. The position peaked at $74.7K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

CBIZ Investment Advisory Services held 10 shares of Lowe's Companies worth $2.36K as of Q1 2026.
CBIZ Investment Advisory Services sold 300 Lowe's Companies shares in Q1 2026, an estimated $78.2K.
Lowe's Companies made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #319 holding.
CBIZ Investment Advisory Services first reported a position in Lowe's Companies in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Lowe's Companies position peaked at $74.7K in Q4 2025.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.