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CGN Advisors’s Lowe's Companies LOW Stock Holding History

CGN Advisors’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 		– Sell
-843
Closed -$203K – 324
2025
Q4 		$203K Buy
+843
New +$202K 0.02% 310
2025
Q1 		– Sell
-1,442
Closed -$356K – 292
2024
Q4 		$356K Sell
1,442
-15
-1% -$4.01K 0.03% 234
2024
Q3 		$395K Buy
+1,457
New +$353K 0.04% 220
2023
Q4 		– Sell
-1,452
Closed -$302K – 255
2023
Q3 		$302K Buy
1,452
+92
+7% +$20.7K 0.04% 212
2023
Q2 		$307K Buy
1,360
+198
+17% +$41.2K 0.04% 199
2023
Q1 		$232K Hold
1,162
– – 0.04% 206
2022
Q4 		$232K Buy
1,162
+13
+1% +$2.6K 0.04% 208
2022
Q3 		$216K Sell
1,149
-509
-31% -$99.1K 0.05% 220
2022
Q2 		$290K Sell
1,658
-7
-0.4% -$1.35K 0.08% 179
2022
Q1 		$337K Sell
1,665
-434
-21% -$99.8K 0.08% 178
2021
Q4 		$543K Buy
2,099
+17
+0.8% +$4.04K 0.14% 139
2021
Q3 		$422K Buy
2,082
+353
+20% +$70.4K 0.14% 141
2021
Q2 		$335K Buy
1,729
+475
+38% +$92.9K 0.11% 166
2021
Q1 		$238K Hold
1,254
– – 0.09% 182
2020
Q4 		$201K Buy
+1,254
New +$204K 0.08% 191

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

CGN Advisors's LOW Position: Q1 2026 in Review

CGN Advisors sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 843 shares — an estimated $203K sold.

CGN Advisors first reported a position in LOW in Q4 2020 and held it in 15 quarters. The position peaked at $543K in Q4 2021. 2,699 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • CGN Advisors reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • CGN Advisors sold 843 Lowe's Companies shares in Q1 2026, an estimated $203K.
  • CGN Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 15 quarters.
  • CGN Advisors's Lowe's Companies position peaked at $543K in Q4 2021.
  • 2,699 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on CGN Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.