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Kerr Financial Planning’s Lowe's Companies LOW Stock Holding History

Kerr Financial 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
Q2 		$55.3K Buy
251
+1
+0.4% +$227 0.06% 176
2026
Q1 		$60.2K Sell
250
-3
-1% -$782 0.04% 164
2025
Q4 		$70.2K Hold
253
– – 0.09% 150
2025
Q3 		$57.5K Buy
+253
New +$62.2K 0.08% 151

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kerr Financial Planning's LOW Position: Q2 2026 in Review

Kerr Financial Planning increased its Lowe's Companies (LOW) stake by 0.4% in Q2 2026, buying an estimated $227 and bringing the position to 251 shares worth $55.3K. The position accounts for 0.06% of the portfolio, ranked #176.

Kerr Financial Planning first reported a position in LOW in Q3 2025 and has held it in 4 quarters since. The position peaked at $70.2K in Q4 2025. 2,638 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Kerr Financial Planning held 251 shares of Lowe's Companies worth $55.3K as of Q2 2026.
  • Kerr Financial Planning bought 1 Lowe's Companies share in Q2 2026, an estimated $227.
  • Lowe's Companies made up 0.06% of Kerr Financial Planning's portfolio in Q2 2026, its #176 holding.
  • Kerr Financial Planning first reported a position in Lowe's Companies in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Lowe's Companies position peaked at $70.2K in Q4 2025.
  • 2,638 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.