Kapstone Financial Advisors’s Lowe's Companies LOW Stock Holding History

Kapstone Financial Advisors’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 Q2	$236K	Sell	1,071 -89	-8%	-$20.2K	0.1%	141
2026 Q1	$274K	Hold	1,160	–	–	0.13%	109
2025 Q4	$280K	Hold	1,160	–	–	0.14%	94
2025 Q3	$292K	Buy	1,160 +130	+13%	+$31.9K	0.14%	81
2025 Q2	$229K	Hold	1,030	–	–	0.11%	99
2025 Q1	$240K	Hold	1,030	–	–	0.14%	90
2024 Q4	$270K	Sell	1,030 -320	-24%	-$85.5K	0.14%	85
2024 Q3	$361K	Sell	1,350 -11	-0.8%	-$2.66K	0.22%	69
2024 Q2	$300K	Hold	1,361	–	–	0.2%	79
2024 Q1	$347K	Hold	1,361	–	–	0.24%	75
2023 Q4	$289K	Buy	1,361 +109	+9%	+$22.1K	0.23%	80
2023 Q3	$260K	Hold	1,252	–	–	0.23%	76
2023 Q2	$291K	Sell	1,252 -320	-20%	-$66.6K	0.24%	72
2023 Q1	$317K	Sell	1,572 -200	-11%	-$40.6K	0.29%	69
2022 Q4	$393K	Buy	+1,772	New	+$354K	0.36%	63

Other funds holding LOW

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kapstone Financial Advisors's LOW Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Lowe's Companies (LOW) stake by 7.7% in Q2 2026, selling an estimated $20.2K and leaving 1,071 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #141.

Kapstone Financial Advisors first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $393K in Q4 2022. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Kapstone Financial Advisors held 1,071 shares of Lowe's Companies worth $236K as of Q2 2026.
Kapstone Financial Advisors sold 89 Lowe's Companies shares in Q2 2026, an estimated $20.2K.
Lowe's Companies made up 0.1% of Kapstone Financial Advisors's portfolio in Q2 2026, its #141 holding.
Kapstone Financial Advisors first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Lowe's Companies position peaked at $393K in Q4 2022.
2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.