Compass Financial Management
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Compass Financial Management’s Lowe's Companies LOW Stock Holding History

Compass Financial 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
Q3 		$155K Buy
840
+256
+44% +$53.1K 0.02% 510
2026
Q2 		$127K Buy
+584
New +$133K 0.02% 512

Other funds holding LOW

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BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Compass Financial Management's LOW Position: Q3 2026 in Review

Compass Financial Management increased its Lowe's Companies (LOW) stake by 44% in Q3 2026, buying an estimated $53.1K and bringing the position to 840 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #510.

Compass Financial Management first reported a position in LOW in Q2 2026 and has held it in 2 quarters since. 2,195 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Compass Financial Management held 840 shares of Lowe's Companies worth $155K as of Q3 2026.
  • Compass Financial Management bought 256 Lowe's Companies shares in Q3 2026, an estimated $53.1K.
  • Lowe's Companies made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #510 holding.
  • Compass Financial Management first reported a position in Lowe's Companies in Q2 2026 and has held it in 2 quarters since.
  • 2,195 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.