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

Holistic 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 		$465K Sell
1,967
-162
-8% -$42.3K 0.09% 189
2025
Q4 		$513K Buy
2,129
+62
+3% +$14.9K 0.11% 158
2025
Q3 		$520K Buy
2,067
+84
+4% +$20.6K 0.14% 123
2025
Q2 		$440K Buy
1,983
+557
+39% +$124K 0.13% 132
2025
Q1 		$333K Buy
1,426
+450
+46% +$111K 0.11% 131
2024
Q4 		$241K Sell
976
-26
-3% -$6.94K 0.09% 151
2024
Q3 		$271K Buy
+1,002
New +$243K 0.11% 128

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

Holistic Planning's LOW Position: Q1 2026 in Review

Holistic Planning reduced its Lowe's Companies (LOW) stake by 7.6% in Q1 2026, selling an estimated $42.3K and leaving 1,967 shares worth $465K. The position accounts for 0.09% of the portfolio, ranked #189.

Holistic Planning first reported a position in LOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $520K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Holistic Planning held 1,967 shares of Lowe's Companies worth $465K as of Q1 2026.
  • Holistic Planning sold 162 Lowe's Companies shares in Q1 2026, an estimated $42.3K.
  • Lowe's Companies made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #189 holding.
  • Holistic Planning first reported a position in Lowe's Companies in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's Lowe's Companies position peaked at $520K in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.