EIG
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Ellenbecker Investment Group’s Lowe's Companies LOW Stock Holding History

Ellenbecker Investment Group’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 		$291K Buy
1,232
+165
+15% +$43K 0.04% 107
2025
Q4 		$257K Buy
1,067
+142
+15% +$34.1K 0.04% 114
2025
Q3 		$233K Sell
925
-25
-3% -$6.14K 0.03% 115
2025
Q2 		$211K Sell
950
-74
-7% -$16.5K 0.03% 116
2025
Q1 		$239K Sell
1,024
-86
-8% -$21.2K 0.04% 100
2024
Q4 		$274K Buy
1,110
+66
+6% +$17.6K 0.05% 94
2024
Q3 		$283K Sell
1,044
-594
-36% -$144K 0.05% 91
2024
Q2 		$361K Buy
1,638
+483
+42% +$110K 0.07% 80
2024
Q1 		$294K Sell
1,155
-146
-11% -$33.6K 0.06% 83
2023
Q4 		$289K Sell
1,301
-868
-40% -$176K 0.07% 78
2023
Q3 		$450K Buy
2,169
+379
+21% +$85.3K 0.12% 59
2023
Q2 		$404K Buy
1,790
+87
+5% +$18.1K 0.1% 62
2023
Q1 		$340K Buy
1,703
+104
+7% +$21.1K 0.09% 63
2022
Q4 		$318K Sell
1,599
-106
-6% -$21.2K 0.09% 66
2022
Q3 		$320K Buy
1,705
+68
+4% +$13.2K 0.1% 58
2022
Q2 		$285K Sell
1,637
-2
-0.1% -$386 0.09% 67
2022
Q1 		$331K Sell
1,639
-47
-3% -$10.8K 0.09% 63
2021
Q4 		$435K Buy
1,686
+66
+4% +$15.7K 0.12% 51
2021
Q3 		$325K Buy
1,620
+305
+23% +$60.8K 0.1% 52
2021
Q2 		$255K Hold
1,315
– – 0.08% 61
2021
Q1 		$250K Sell
1,315
-65
-5% -$11.2K 0.09% 57
2020
Q4 		$221K Buy
1,380
+67
+5% +$10.9K 0.08% 63
2020
Q3 		$218K Buy
+1,313
New +$202K 0.09% 60

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

Ellenbecker Investment Group's LOW Position: Q1 2026 in Review

Ellenbecker Investment Group increased its Lowe's Companies (LOW) stake by 15% in Q1 2026, buying an estimated $43K and bringing the position to 1,232 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #107.

Ellenbecker Investment Group first reported a position in LOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $450K in Q3 2023. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Ellenbecker Investment Group held 1,232 shares of Lowe's Companies worth $291K as of Q1 2026.
  • Ellenbecker Investment Group bought 165 Lowe's Companies shares in Q1 2026, an estimated $43K.
  • Lowe's Companies made up 0.04% of Ellenbecker Investment Group's portfolio in Q1 2026, its #107 holding.
  • Ellenbecker Investment Group first reported a position in Lowe's Companies in Q3 2020 and has held it in 23 quarters since.
  • Ellenbecker Investment Group's Lowe's Companies position peaked at $450K in Q3 2023.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.