Creative Planning’s Lowe's Companies LOW Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-600	Closed	-$30K	–	2362
2021 Q1	$30K	Hold	600	–	–	﹤0.01%	2405
2020 Q4	$14K	Buy	+600	New	+$97.5K	﹤0.01%	2208
2016 Q3	–	Sell	-100	Closed	-$1K	–	4666
2016 Q2	$1K	Buy	+100	New	+$7.74K	﹤0.01%	4179

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's LOW Position: Q1 2026 in Review

Creative Planning increased its Lowe's Companies (LOW) stake by 4.8% in Q1 2026, buying an estimated $3.29M and bringing the position to 275,669 shares worth $65.1M. The position accounts for 0.04% of the portfolio, ranked #178.

Creative Planning first reported a position in LOW in Q2 2013 and has held it in 52 quarters since. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Creative Planning held 275,669 shares of Lowe's Companies worth $65.1M as of Q1 2026.
Creative Planning bought 12,609 Lowe's Companies shares in Q1 2026, an estimated $3.29M.
Lowe's Companies made up 0.04% of Creative Planning's portfolio in Q1 2026, its #178 holding.
Creative Planning first reported a position in Lowe's Companies in Q2 2013 and has held it in 52 quarters since.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.