DWS
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Discipline Wealth Solutions’s Lowe's Companies LOW Stock Holding History

Discipline Wealth Solutions’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 		$679K Hold
2,875
– – 0.07% 94
2025
Q4 		$693K Buy
2,875
+48
+2% +$11.5K 0.13% 89
2025
Q3 		$710K Buy
2,827
+500
+21% +$123K 0.19% 81
2025
Q2 		$516K Hold
2,327
– – 0.2% 58
2025
Q1 		$543K Hold
2,327
– – 0.26% 47
2024
Q4 		$574K Hold
2,327
– – 0.27% 46
2024
Q3 		$630K Buy
+2,327
New +$564K 0.33% 38

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

Discipline Wealth Solutions's LOW Position: Q1 2026 in Review

Discipline Wealth Solutions held its Lowe's Companies (LOW) position steady in Q1 2026 at 2,875 shares worth $679K. The position accounts for 0.07% of the portfolio, ranked #94.

Discipline Wealth Solutions first reported a position in LOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $710K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Discipline Wealth Solutions held 2,875 shares of Lowe's Companies worth $679K as of Q1 2026.
  • Discipline Wealth Solutions left its Lowe's Companies share count unchanged in Q1 2026.
  • Lowe's Companies made up 0.07% of Discipline Wealth Solutions's portfolio in Q1 2026, its #94 holding.
  • Discipline Wealth Solutions first reported a position in Lowe's Companies in Q3 2024 and has held it in 7 quarters since.
  • Discipline Wealth Solutions's Lowe's Companies position peaked at $710K in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.