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Plan Group Financial’s Lowe's Companies LOW Stock Holding History

Plan Group Financial’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 		$210K Buy
+887
New +$231K 0.05% 213
2023
Q3 		– Sell
-1,309
Closed -$295K – 87
2023
Q2 		$295K Buy
+1,309
New +$272K 0.25% 50

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

Plan Group Financial's LOW Position: Q1 2026 in Review

Plan Group Financial opened a new position in Lowe's Companies (LOW) in Q1 2026: 887 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in LOW as recently as Q2 2023.

Plan Group Financial first reported a position in LOW in Q2 2023 and has held it in 2 quarters since. The position peaked at $295K in Q2 2023. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Plan Group Financial held 887 shares of Lowe's Companies worth $210K as of Q1 2026.
  • Lowe's Companies was a new Plan Group Financial position in Q1 2026.
  • Lowe's Companies made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #213 holding.
  • Plan Group Financial first reported a position in Lowe's Companies in Q2 2023 and has held it in 2 quarters since.
  • Plan Group Financial's Lowe's Companies position peaked at $295K in Q2 2023.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.