Creative Planning
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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
2020
Q4 		– Sell
-700
Closed -$3K – 2414
2020
Q3 		$3K Buy
+700
New +$108K ﹤0.01% 2071

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

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.