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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kapstone Financial Advisors's LOW Position: Q1 2026 in Review

Kapstone Financial Advisors held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,160 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #109.

Kapstone Financial Advisors first reported a position in LOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $393K in Q4 2022. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Kapstone Financial Advisors held 1,160 shares of Lowe's Companies worth $274K as of Q1 2026.
Kapstone Financial Advisors left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.13% of Kapstone Financial Advisors's portfolio in Q1 2026, its #109 holding.
Kapstone Financial Advisors first reported a position in Lowe's Companies in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Lowe's Companies position peaked at $393K in Q4 2022.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.