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Essential Planning’s Lowe's Companies LOW Stock Holding History

Essential 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
2026
Q1 		– Sell
-1,833
Closed -$442K – 91
2025
Q4 		$442K Hold
1,833
– – 0.14% 53
2025
Q3 		$461K Sell
1,833
-350
-16% -$86K 0.16% 50
2025
Q2 		$484K Hold
2,183
– – 0.18% 48
2025
Q1 		$509K Sell
2,183
-158,240
-99% -$38.9M 0.21% 47
2024
Q4 		$42.9M Buy
160,423
+157,854
+6,145% +$42.2M 0.28% 34
2024
Q3 		$696K Hold
2,569
– – 0.29% 34
2024
Q2 		$566K Hold
2,569
– – 0.25% 40
2024
Q1 		$572K Sell
2,569
-156
-6% -$35.9K 0.29% 34
2023
Q4 		$606K Hold
2,725
– – 0.31% 34
2023
Q3 		$566K Sell
2,725
-580
-18% -$130K 0.31% 29
2023
Q2 		$746K Hold
3,305
– – 0.43% 24
2023
Q1 		$661K Sell
3,305
-175
-5% -$35.6K 0.4% 26
2022
Q4 		$654K Buy
+3,480
New +$696K 0.5% 26

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

Essential Planning's LOW Position: Q1 2026 in Review

Essential Planning sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 1,833 shares — an estimated $442K sold.

Essential Planning first reported a position in LOW in Q4 2022 and held it in 13 quarters. The position peaked at $42.9M in Q4 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Essential Planning reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Essential Planning sold 1,833 Lowe's Companies shares in Q1 2026, an estimated $442K.
  • Essential Planning first reported a position in Lowe's Companies in Q4 2022 and held it in 13 quarters.
  • Essential Planning's Lowe's Companies position peaked at $42.9M in Q4 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.