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Cherry Tree Wealth Management’s Lowe's Companies LOW Stock Holding History

Cherry Tree 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
Q1 		$21.3K Hold
90
– – ﹤0.01% 348
2025
Q4 		$21.7K Buy
90
+55
+157% +$13.2K ﹤0.01% 345
2025
Q3 		$8.8K Hold
35
– – ﹤0.01% 419
2025
Q2 		$7.77K Sell
35
-339
-91% -$75.7K ﹤0.01% 442
2025
Q1 		$87.2K Hold
374
– – 0.02% 224
2024
Q4 		$92.3K Hold
374
– – 0.02% 216
2024
Q3 		$101K Hold
374
– – 0.02% 213
2024
Q2 		$82.5K Hold
374
– – 0.02% 221
2024
Q1 		$95.3K Hold
374
– – 0.02% 212
2023
Q4 		$83.2K Hold
374
– – 0.02% 211
2023
Q3 		$77.7K Buy
374
+33
+10% +$7.42K 0.02% 204
2023
Q2 		$77K Buy
+341
New +$70.9K 0.02% 208

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

Cherry Tree Wealth Management's LOW Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Lowe's Companies (LOW) position steady in Q1 2026 at 90 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Cherry Tree Wealth Management first reported a position in LOW in Q2 2023 and has held it in 12 quarters since. The position peaked at $101K in Q3 2024. 2,698 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Cherry Tree Wealth Management held 90 shares of Lowe's Companies worth $21.3K as of Q1 2026.
  • Cherry Tree Wealth Management left its Lowe's Companies share count unchanged in Q1 2026.
  • Lowe's Companies made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #348 holding.
  • Cherry Tree Wealth Management first reported a position in Lowe's Companies in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Lowe's Companies position peaked at $101K in Q3 2024.
  • 2,698 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.