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McCarter Private Wealth Services’s Lowe's Companies LOW Stock Holding History

McCarter Private Wealth Services’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 		$1.06M Buy
4,491
+956
+27% +$249K 0.46% 57
2025
Q4 		$853K Buy
3,535
+355
+11% +$85.2K 0.38% 60
2025
Q3 		$799K Buy
3,180
+110
+4% +$27K 0.41% 54
2025
Q2 		$681K Buy
3,070
+130
+4% +$29K 0.39% 56
2025
Q1 		$686K Buy
2,940
+150
+5% +$36.9K 0.45% 47
2024
Q4 		$689K Sell
2,790
-82
-3% -$21.9K 0.44% 44
2024
Q3 		$778K Buy
+2,872
New +$696K 0.49% 43

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

McCarter Private Wealth Services's LOW Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Lowe's Companies (LOW) stake by 27% in Q1 2026, buying an estimated $249K and bringing the position to 4,491 shares worth $1.06M. The position accounts for 0.46% of the portfolio, ranked #57.

McCarter Private Wealth Services first reported a position in LOW in Q3 2024 and has held it in 7 quarters since. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • McCarter Private Wealth Services held 4,491 shares of Lowe's Companies worth $1.06M as of Q1 2026.
  • McCarter Private Wealth Services bought 956 Lowe's Companies shares in Q1 2026, an estimated $249K.
  • Lowe's Companies made up 0.46% of McCarter Private Wealth Services's portfolio in Q1 2026, its #57 holding.
  • McCarter Private Wealth Services first reported a position in Lowe's Companies in Q3 2024 and has held it in 7 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.