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Charter Oak Capital Management’s Lowe's Companies LOW Stock Holding History

Charter Oak Capital 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
Q1 		$351K Sell
1,487
-1
-0.1% -$261 0.03% 146
2025
Q4 		$359K Buy
1,488
+8
+0.5% +$1.92K 0.03% 153
2025
Q3 		$372K Sell
1,480
-13
-0.9% -$3.19K 0.03% 147
2025
Q2 		$331K Buy
1,493
+1
+0.1% +$223 0.03% 153
2025
Q1 		$348K Buy
1,492
+26
+2% +$6.4K 0.03% 135
2024
Q4 		$362K Buy
1,466
+5
+0.3% +$1.33K 0.03% 127
2024
Q3 		$396K Buy
1,461
+308
+27% +$74.6K 0.04% 125
2024
Q2 		$254K Sell
1,153
-267
-19% -$60.9K 0.03% 150
2024
Q1 		$362K Buy
1,420
+273
+24% +$62.8K 0.04% 131
2023
Q4 		$255K Buy
1,147
+3
+0.3% +$608 0.03% 152
2023
Q3 		$238K Buy
1,144
+2
+0.2% +$450 0.03% 156
2023
Q2 		$258K Buy
1,142
+128
+13% +$26.6K 0.03% 157
2023
Q1 		$203K Buy
+1,014
New +$206K 0.03% 171
2022
Q3 		– Sell
-1,105
Closed -$193K – 560
2022
Q2 		$193K Sell
1,105
-178
-14% -$34.3K 0.03% 173
2022
Q1 		$259K Buy
1,283
+65
+5% +$14.9K 0.03% 161
2021
Q4 		$315K Sell
1,218
-23
-2% -$5.47K 0.04% 152
2021
Q3 		$252K Sell
1,241
-49
-4% -$9.77K 0.03% 158
2021
Q2 		$250K Buy
1,290
+102
+9% +$20K 0.03% 154
2021
Q1 		$226K Buy
1,188
+2
+0.2% +$343 0.03% 163
2020
Q4 		$190K Buy
+1,186
New +$193K 0.03% 164

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charter Oak Capital Management's LOW Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Lowe's Companies (LOW) stake by 0.07% in Q1 2026, selling an estimated $261 and leaving 1,487 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #146.

Charter Oak Capital Management first reported a position in LOW in Q4 2020 and has held it in 20 quarters since. The position peaked at $396K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Charter Oak Capital Management held 1,487 shares of Lowe's Companies worth $351K as of Q1 2026.
  • Charter Oak Capital Management sold 1 Lowe's Companies share in Q1 2026, an estimated $261.
  • Lowe's Companies made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #146 holding.
  • Charter Oak Capital Management first reported a position in Lowe's Companies in Q4 2020 and has held it in 20 quarters since.
  • Charter Oak Capital Management's Lowe's Companies position peaked at $396K in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.