Center for Financial Planning’s Lowe's Companies LOW Stock Holding History

Center for Financial Planning’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	$5.77K	Hold	26	–	–	﹤0.01%	540
2026 Q1	$6.18K	Hold	26	–	–	﹤0.01%	529
2025 Q4	$6.31K	Hold	26	–	–	﹤0.01%	533
2025 Q3	$6.58K	Hold	26	–	–	﹤0.01%	527
2025 Q2	$5.81K	Hold	26	–	–	﹤0.01%	508
2025 Q1	$6.11K	Hold	26	–	–	﹤0.01%	518
2024 Q4	$6.44K	Sell	26 -63	-71%	-$16.8K	﹤0.01%	467
2024 Q3	$24.1K	Buy	89 +20	+29%	+$4.84K	﹤0.01%	317
2024 Q2	$15.2K	Hold	69	–	–	﹤0.01%	344
2024 Q1	$17.6K	Buy	69 +6	+10%	+$1.38K	﹤0.01%	340
2023 Q4	$14K	Hold	63	–	–	﹤0.01%	328
2023 Q3	$13.1K	Hold	63	–	–	﹤0.01%	328
2023 Q2	$14.2K	Hold	63	–	–	﹤0.01%	350
2023 Q1	$12.6K	Hold	63	–	–	﹤0.01%	333
2022 Q4	$12.6K	Sell	63 -452	-88%	-$90.3K	﹤0.01%	331
2022 Q3	$97K	Buy	515 +112	+28%	+$21.8K	0.03%	160
2022 Q2	$70K	Hold	403	–	–	0.02%	189
2022 Q1	$81K	Hold	403	–	–	0.02%	188
2021 Q4	$104K	Buy	403 +130	+48%	+$30.9K	0.02%	171
2021 Q3	$55K	Hold	273	–	–	0.01%	212
2021 Q2	$53K	Hold	273	–	–	0.01%	216
2021 Q1	$52K	Hold	273	–	–	0.01%	209
2020 Q4	$44K	Hold	273	–	–	0.01%	213
2020 Q3	$45K	Sell	273 -127	-32%	-$19.6K	0.01%	196
2020 Q2	$54K	Sell	400 -27	-6%	-$3.08K	0.02%	179
2020 Q1	$37K	Buy	427 +24	+6%	+$2.62K	0.01%	200
2019 Q4	$48K	Buy	+403	New	+$46.1K	0.01%	186

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

Center for Financial Planning's LOW Position: Q2 2026 in Review

Center for Financial Planning held its Lowe's Companies (LOW) position steady in Q2 2026 at 26 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Center for Financial Planning first reported a position in LOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $104K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Center for Financial Planning held 26 shares of Lowe's Companies worth $5.77K as of Q2 2026.
Center for Financial Planning left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #540 holding.
Center for Financial Planning first reported a position in Lowe's Companies in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Lowe's Companies position peaked at $104K in Q4 2021.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.