Mark Sheptoff Financial Planning’s Lowe's Companies LOW Stock Holding History

Mark Sheptoff 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 Q1	$249K	Hold	1,107	–	–	0.13%	91
2025 Q4	$267K	Hold	1,107	–	–	0.13%	94
2025 Q3	$278K	Hold	1,107	–	–	0.13%	90
2025 Q2	$246K	Hold	1,107	–	–	0.13%	88
2025 Q1	$258K	Hold	1,107	–	–	0.14%	78
2024 Q4	$273K	Hold	1,107	–	–	0.15%	76
2024 Q3	$300K	Sell	1,107 -513	-32%	-$124K	0.16%	74
2024 Q2	$357K	Sell	1,620 -20	-1%	-$4.56K	0.2%	66
2024 Q1	$418K	Hold	1,640	–	–	0.23%	62
2023 Q4	$365K	Hold	1,640	–	–	0.22%	61
2023 Q3	$341K	Buy	1,640 +840	+105%	+$189K	0.22%	59
2023 Q2	$181K	Sell	800 -100	-11%	-$20.8K	0.1%	99
2023 Q1	$180K	Hold	900	–	–	0.1%	99
2022 Q4	$179K	Buy	900 +19	+2%	+$3.8K	0.11%	97
2022 Q3	$165K	Sell	881 -200	-19%	-$39K	0.1%	92
2022 Q2	$189K	Hold	1,081	–	–	0.11%	94
2022 Q1	$219K	Hold	1,081	–	–	0.11%	102
2021 Q4	$279K	Buy	1,081 +19	+2%	+$4.52K	0.13%	90
2021 Q3	$215K	Hold	1,062	–	–	0.12%	105
2021 Q2	$206K	Hold	1,062	–	–	0.11%	102
2021 Q1	$202K	Hold	1,062	–	–	0.12%	94
2020 Q4	$170K	Sell	1,062 -100	-9%	-$16.2K	0.1%	107
2020 Q3	$193K	Buy	1,162 +300	+35%	+$46.2K	0.12%	87
2020 Q2	$116K	Hold	862	–	–	0.08%	110
2020 Q1	$74K	Sell	862 -75	-8%	-$8.2K	0.06%	114
2019 Q4	$112K	Hold	937	–	–	0.07%	114
2019 Q3	$103K	Hold	937	–	–	0.07%	114
2019 Q2	$95K	Hold	937	–	–	0.06%	123
2019 Q1	$103K	Hold	937	–	–	0.07%	115
2018 Q4	$87K	Sell	937 -100	-10%	-$9.64K	0.07%	106
2018 Q3	$119K	Hold	1,037	–	–	0.08%	122
2018 Q2	$99K	Hold	1,037	–	–	0.07%	124
2018 Q1	$91K	Hold	1,037	–	–	0.06%	133
2017 Q4	$96K	Hold	1,037	–	–	0.06%	140
2017 Q3	$83K	Hold	1,037	–	–	0.06%	152
2017 Q2	$80K	Sell	1,037 -1	-0.1%	-$82	0.05%	148
2017 Q1	$85K	Buy	1,038 +1	+0.1%	+$77	0.06%	146
2016 Q4	$74K	Hold	1,037	–	–	0.05%	151
2016 Q3	$75K	Hold	1,037	–	–	0.06%	140
2016 Q2	$82K	Buy	1,037 +62	+6%	+$4.8K	0.06%	134
2016 Q1	$74K	Sell	975 -500	-34%	-$35.3K	0.06%	131
2015 Q4	$112K	Hold	1,475	–	–	0.09%	125
2015 Q3	$102K	Sell	1,475 -290	-16%	-$19.9K	0.09%	131
2015 Q2	$118K	Sell	1,765 -10	-0.6%	-$713	0.1%	132
2015 Q1	$132K	Hold	1,775	–	–	0.11%	125
2014 Q4	$122K	Hold	1,775	–	–	0.11%	122
2014 Q3	$94K	Sell	1,775 -300	-14%	-$15.2K	0.08%	147
2014 Q2	$100K	Hold	2,075	–	–	0.09%	142
2014 Q1	$101K	Buy	+2,075	New	+$100K	0.09%	146

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

Mark Sheptoff Financial Planning's LOW Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,107 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #91.

Mark Sheptoff Financial Planning first reported a position in LOW in Q1 2014 and has held it in 49 quarters since. The position peaked at $418K in Q1 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Mark Sheptoff Financial Planning held 1,107 shares of Lowe's Companies worth $249K as of Q1 2026.
Mark Sheptoff Financial Planning left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.13% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #91 holding.
Mark Sheptoff Financial Planning first reported a position in Lowe's Companies in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Lowe's Companies position peaked at $418K in Q1 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.