Partners in Financial Planning’s Lowe's Companies LOW Stock Holding History

Partners in 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	$567K	Buy	2,399 +49	+2%	+$12.8K	0.09%	75
2025 Q4	$567K	Hold	2,350	–	–	0.1%	70
2025 Q3	$590K	Buy	2,350 +1	+0%	+$246	0.1%	66
2025 Q2	$521K	Buy	2,349 +1	+0%	+$223	0.1%	65
2025 Q1	$548K	Hold	2,348	–	–	0.11%	62
2024 Q4	$579K	Hold	2,348	–	–	0.12%	60
2024 Q3	$636K	Hold	2,348	–	–	0.13%	58
2024 Q2	$518K	Hold	2,348	–	–	0.11%	62
2024 Q1	$598K	Sell	2,348 -100	-4%	-$23K	0.13%	58
2023 Q4	$545K	Hold	2,448	–	–	0.13%	59
2023 Q3	$509K	Buy	2,448 +180	+8%	+$40.5K	0.13%	57
2023 Q2	$512K	Hold	2,268	–	–	0.13%	59
2023 Q1	$453K	Hold	2,268	–	–	0.12%	60
2022 Q4	$451K	Hold	2,268	–	–	0.12%	62
2022 Q3	$476K	Buy	2,268 +1	+0%	+$195	0.14%	58
2022 Q2	$466K	Buy	2,267 +1	+0%	+$193	0.15%	56
2022 Q1	$447K	Hold	2,266	–	–	0.14%	55
2021 Q4	$512K	Buy	2,266 +126	+6%	+$30K	0.16%	48
2021 Q3	$434K	Hold	2,140	–	–	0.14%	52
2021 Q2	$415K	Buy	+2,140	New	+$419K	0.13%	55

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Partners in Financial Planning's LOW Position: Q1 2026 in Review

Partners in Financial Planning increased its Lowe's Companies (LOW) stake by 2.1% in Q1 2026, buying an estimated $12.8K and bringing the position to 2,399 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #75.

Partners in Financial Planning first reported a position in LOW in Q2 2021 and has held it in 20 quarters since. The position peaked at $636K in Q3 2024. 2,690 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Partners in Financial Planning held 2,399 shares of Lowe's Companies worth $567K as of Q1 2026.
Partners in Financial Planning bought 49 Lowe's Companies shares in Q1 2026, an estimated $12.8K.
Lowe's Companies made up 0.09% of Partners in Financial Planning's portfolio in Q1 2026, its #75 holding.
Partners in Financial Planning first reported a position in Lowe's Companies in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's Lowe's Companies position peaked at $636K in Q3 2024.
2,690 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

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