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

Compass Financial Services’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
-34
Closed -$8.2K – 165
2025
Q4 		$8.2K Hold
34
– – ﹤0.01% 208
2025
Q3 		$8.54K Hold
34
– – ﹤0.01% 214
2025
Q2 		$7.54K Hold
34
– – ﹤0.01% 216
2025
Q1 		$7.93K Hold
34
– – ﹤0.01% 196
2024
Q4 		$8.39K Buy
+34
New +$9.08K ﹤0.01% 144

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

Compass Financial Services's LOW Position: Q1 2026 in Review

Compass Financial Services sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 34 shares — an estimated $8.2K sold.

Compass Financial Services first reported a position in LOW in Q4 2024 and held it in 5 quarters. The position peaked at $8.54K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Compass Financial Services reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 34 Lowe's Companies shares in Q1 2026, an estimated $8.2K.
  • Compass Financial Services first reported a position in Lowe's Companies in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Lowe's Companies position peaked at $8.54K in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.