Spinnaker Trust’s Lowe's Companies LOW Stock Holding History

Spinnaker Trust’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	$306K	Buy	1,297 +7	+0.5%	+$1.83K	0.02%	247
2025 Q4	$311K	Sell	1,290 -100	-7%	-$24K	0.02%	252
2025 Q3	$349K	Sell	1,390 -33	-2%	-$8.11K	0.02%	234
2025 Q2	$316K	Hold	1,423	–	–	0.02%	244
2025 Q1	$332K	Buy	1,423 +500	+54%	+$123K	0.02%	230
2024 Q4	$228K	Hold	923	–	–	0.01%	264
2024 Q3	$250K	Hold	923	–	–	0.02%	259
2024 Q2	$203K	Sell	923 -54	-6%	-$12.3K	0.01%	266
2024 Q1	$249K	Hold	977	–	–	0.02%	251
2023 Q4	$217K	Hold	977	–	–	0.01%	263
2023 Q3	$203K	Buy	+977	New	+$220K	0.02%	264
2017 Q3	–	Sell	-31,609	Closed	-$2.45M	–	201
2017 Q2	$2.45M	Sell	31,609 -310	-1%	-$25.3K	0.31%	66
2017 Q1	$2.62M	Sell	31,919 -1,846	-5%	-$141K	0.34%	59
2016 Q4	$2.4M	Sell	33,765 -1,063	-3%	-$75.2K	0.32%	62
2016 Q3	$2.52M	Buy	34,828 +777	+2%	+$60.4K	0.34%	58
2016 Q2	$2.7M	Sell	34,051 -184	-0.5%	-$14.2K	0.37%	51
2016 Q1	$2.59M	Buy	34,235 +161	+0.5%	+$11.4K	0.36%	54
2015 Q4	$2.59M	Buy	34,074 +11,604	+52%	+$862K	0.37%	54
2015 Q3	$1.55M	Buy	+22,470	New	+$1.55M	0.24%	78

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

Spinnaker Trust's LOW Position: Q1 2026 in Review

Spinnaker Trust increased its Lowe's Companies (LOW) stake by 0.54% in Q1 2026, buying an estimated $1.83K and bringing the position to 1,297 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #247.

Spinnaker Trust first reported a position in LOW in Q3 2015 and has held it in 19 quarters since. The position peaked at $2.7M in Q2 2016. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Spinnaker Trust held 1,297 shares of Lowe's Companies worth $306K as of Q1 2026.
Spinnaker Trust bought 7 Lowe's Companies shares in Q1 2026, an estimated $1.83K.
Lowe's Companies made up 0.02% of Spinnaker Trust's portfolio in Q1 2026, its #247 holding.
Spinnaker Trust first reported a position in Lowe's Companies in Q3 2015 and has held it in 19 quarters since.
Spinnaker Trust's Lowe's Companies position peaked at $2.7M in Q2 2016.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.