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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's LOW Position: Q2 2026 in Review

Creative Planning reduced its Lowe's Companies (LOW) stake by 11% in Q2 2026, selling an estimated $6.62M and leaving 246,534 shares worth $54.4M. The position accounts for 0.03% of the portfolio, ranked #225.

Creative Planning first reported a position in LOW in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.1M in Q1 2026. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Creative Planning held 246,534 shares of Lowe's Companies worth $54.4M as of Q2 2026.
Creative Planning sold 29,135 Lowe's Companies shares in Q2 2026, an estimated $6.62M.
Lowe's Companies made up 0.03% of Creative Planning's portfolio in Q2 2026, its #225 holding.
Creative Planning first reported a position in Lowe's Companies in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Lowe's Companies position peaked at $65.1M in Q1 2026.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.