Estate Planners Group’s Lowe's Companies LOW Stock Holding History

Estate Planners 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	–	Sell	-157	Closed	-$37.9K	–	269
2025 Q4	$37.9K	Buy	+157	New	+$37.7K	0.02%	162

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Estate Planners Group's LOW Position: Q1 2026 in Review

Estate Planners Group sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 157 shares — an estimated $37.9K sold.

Estate Planners Group first reported a position in LOW in Q4 2025 and held it in 1 quarter. The position peaked at $37.9K in Q4 2025. 2,695 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Estate Planners Group reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 157 Lowe's Companies shares in Q1 2026, an estimated $37.9K.
Estate Planners Group first reported a position in Lowe's Companies in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Lowe's Companies position peaked at $37.9K in Q4 2025.
2,695 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.