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SHP Wealth Management’s Lowe's Companies LOW Stock Holding History

SHP 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 		$247K Buy
1,046
+52
+5% +$13.6K 0.02% 230
2025
Q4 		$239K Buy
+994
New +$239K 0.02% 227

Other funds holding LOW

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

SHP Wealth Management's LOW Position: Q1 2026 in Review

SHP Wealth Management increased its Lowe's Companies (LOW) stake by 5.2% in Q1 2026, buying an estimated $13.6K and bringing the position to 1,046 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #230.

SHP Wealth Management first reported a position in LOW in Q4 2025 and has held it in 2 quarters since. 2,691 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • SHP Wealth Management held 1,046 shares of Lowe's Companies worth $247K as of Q1 2026.
  • SHP Wealth Management bought 52 Lowe's Companies shares in Q1 2026, an estimated $13.6K.
  • Lowe's Companies made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #230 holding.
  • SHP Wealth Management first reported a position in Lowe's Companies in Q4 2025 and has held it in 2 quarters since.
  • 2,691 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

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