Schrum Private Wealth Management’s Lowe's Companies LOW Stock Holding History

Schrum Private Wealth Management’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	$393K	Hold	1,663	–	–	0.3%	83
2025 Q4	$401K	Hold	1,663	–	–	0.3%	77
2025 Q3	$418K	Buy	1,663 +551	+50%	+$135K	0.31%	81
2025 Q2	$247K	Buy	1,112 +1	+0.1%	+$223	0.2%	110
2025 Q1	$259K	Hold	1,111	–	–	0.23%	104
2024 Q4	$274K	Sell	1,111 -461	-29%	-$123K	0.23%	102
2024 Q3	$426K	Buy	1,572 +261	+20%	+$63.2K	0.22%	104
2024 Q2	$289K	Buy	1,311 +1	+0.1%	+$228	0.26%	92
2024 Q1	$334K	Buy	+1,310	New	+$301K	0.3%	81
2023 Q4	–	Sell	-1,310	Closed	-$272K	–	106
2023 Q3	$272K	Hold	1,310	–	–	0.31%	84
2023 Q2	$296K	Hold	1,310	–	–	0.32%	79
2023 Q1	$262K	Hold	1,310	–	–	0.3%	87
2022 Q4	$261K	Sell	1,310 -740	-36%	-$148K	0.31%	90
2022 Q3	$385K	Hold	2,050	–	–	0.49%	60
2022 Q2	$358K	Hold	2,050	–	–	0.4%	72
2022 Q1	$414K	Buy	2,050 +22	+1%	+$5.06K	0.42%	72
2021 Q4	$524K	Buy	+2,028	New	+$482K	0.48%	58

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

Schrum Private Wealth Management's LOW Position: Q1 2026 in Review

Schrum Private Wealth Management held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,663 shares worth $393K. The position accounts for 0.3% of the portfolio, ranked #83.

Schrum Private Wealth Management first reported a position in LOW in Q4 2021 and has held it in 17 quarters since. The position peaked at $524K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Schrum Private Wealth Management held 1,663 shares of Lowe's Companies worth $393K as of Q1 2026.
Schrum Private Wealth Management left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.3% of Schrum Private Wealth Management's portfolio in Q1 2026, its #83 holding.
Schrum Private Wealth Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 17 quarters since.
Schrum Private Wealth Management's Lowe's Companies position peaked at $524K in Q4 2021.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.