Sterling Financial Planning’s Lowe's Companies LOW Stock Holding History

Sterling 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	$275K	Hold	1,164	–	–	0.08%	100
2025 Q4	$281K	Sell	1,164 -10	-0.9%	-$2.4K	0.08%	97
2025 Q3	$295K	Hold	1,174	–	–	0.09%	91
2025 Q2	$260K	Hold	1,174	–	–	0.09%	97
2025 Q1	$274K	Hold	1,174	–	–	0.1%	93
2024 Q4	$290K	Hold	1,174	–	–	0.11%	88
2024 Q3	$318K	Hold	1,174	–	–	0.12%	86
2024 Q2	$259K	Sell	1,174 -15	-1%	-$3.42K	0.11%	96
2024 Q1	$303K	Hold	1,189	–	–	0.12%	87
2023 Q4	$265K	Sell	1,189 -12	-1%	-$2.43K	0.11%	86
2023 Q3	$250K	Hold	1,201	–	–	0.13%	86
2023 Q2	$271K	Sell	1,201 -150	-11%	-$31.2K	0.13%	80
2023 Q1	$270K	Sell	1,351 -94	-7%	-$19.1K	0.15%	80
2022 Q4	$288K	Hold	1,445	–	–	0.17%	77
2022 Q3	$271K	Hold	1,445	–	–	0.19%	75
2022 Q2	$252K	Hold	1,445	–	–	0.18%	82
2022 Q1	$292K	Sell	1,445 -9	-0.6%	-$2.07K	0.18%	77
2021 Q4	$376K	Buy	1,454 +336	+30%	+$79.9K	0.24%	64
2021 Q3	$227K	Sell	1,118 -6	-0.5%	-$1.2K	0.14%	79
2021 Q2	$218K	Hold	1,124	–	–	0.14%	77
2021 Q1	$214K	Hold	1,124	–	–	0.15%	74
2020 Q4	$180K	Buy	+1,124	New	+$183K	0.14%	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

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

Sterling Financial Planning held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,164 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #100.

Sterling Financial Planning first reported a position in LOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $376K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Sterling Financial Planning held 1,164 shares of Lowe's Companies worth $275K as of Q1 2026.
Sterling Financial Planning left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #100 holding.
Sterling Financial Planning first reported a position in Lowe's Companies in Q4 2020 and has held it in 22 quarters since.
Sterling Financial Planning's Lowe's Companies position peaked at $376K in Q4 2021.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.