Disciplined Investments’s Lowe's Companies LOW Stock Holding History

Disciplined Investments’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	$382K	Hold	1,615	–	–	0.14%	94
2025 Q4	$389K	Hold	1,615	–	–	0.15%	94
2025 Q3	$406K	Buy	1,615 +200	+14%	+$49.1K	0.16%	90
2025 Q2	$314K	Buy	1,415 +1	+0.1%	+$223	0.13%	101
2025 Q1	$330K	Buy	+1,414	New	+$348K	0.15%	98
2023 Q3	–	Sell	-418	Closed	-$94.3K	–	919
2023 Q2	$94.3K	Buy	418 +1	+0.2%	+$208	0.05%	155
2023 Q1	$83.4K	Sell	417 -2	-0.5%	-$406	0.04%	186
2022 Q4	$83.5K	Sell	419 -12	-3%	-$2.4K	0.04%	161
2022 Q3	$81K	Buy	431 +2	+0.5%	+$390	0.04%	175
2022 Q2	$75K	Sell	429 -363	-46%	-$70K	0.03%	186
2022 Q1	$160K	Buy	792 +259	+49%	+$59.6K	0.07%	136
2021 Q4	$138K	Hold	533	–	–	0.06%	134
2021 Q3	$108K	Hold	533	–	–	0.05%	143
2021 Q2	$103K	Hold	533	–	–	0.05%	145
2021 Q1	$101K	Hold	533	–	–	0.06%	131
2020 Q4	$86K	Hold	533	–	–	0.06%	123
2020 Q3	$88K	Hold	533	–	–	0.06%	126
2020 Q2	$72K	Sell	533 -219	-29%	-$25K	0.06%	137
2020 Q1	$65K	Buy	752 +452	+151%	+$49.4K	0.06%	132
2019 Q4	$36K	Buy	+300	New	+$34.3K	0.03%	188

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

Disciplined Investments's LOW Position: Q1 2026 in Review

Disciplined Investments held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,615 shares worth $382K. The position accounts for 0.14% of the portfolio, ranked #94.

Disciplined Investments first reported a position in LOW in Q4 2019 and has held it in 20 quarters since. The position peaked at $406K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Disciplined Investments held 1,615 shares of Lowe's Companies worth $382K as of Q1 2026.
Disciplined Investments left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.14% of Disciplined Investments's portfolio in Q1 2026, its #94 holding.
Disciplined Investments first reported a position in Lowe's Companies in Q4 2019 and has held it in 20 quarters since.
Disciplined Investments's Lowe's Companies position peaked at $406K in Q3 2025.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.