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

Stockman 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	$423K	Sell	1,791 -99	-5%	-$25.8K	0.05%	118
2025 Q4	$456K	Sell	1,890 -645	-25%	-$155K	0.05%	111
2025 Q3	$637K	Sell	2,535 -149	-6%	-$36.6K	0.08%	89
2025 Q2	$596K	Buy	2,684 +55	+2%	+$12.3K	0.08%	92
2025 Q1	$613K	Sell	2,629 -28,117	-91%	-$6.92M	0.09%	89
2024 Q4	$7.59M	Buy	30,746 +287	+0.9%	+$76.6K	1.19%	31
2024 Q3	$8.25M	Buy	30,459 +1,241	+4%	+$301K	1.28%	30
2024 Q2	$6.44M	Buy	29,218 +1,141	+4%	+$260K	1.13%	33
2024 Q1	$7.15M	Buy	28,077 +15	+0.1%	+$3.45K	1.26%	33
2023 Q4	$6.25M	Buy	28,062 +654	+2%	+$133K	1.25%	32
2023 Q3	$5.7M	Sell	27,408 -506	-2%	-$114K	1.25%	32
2023 Q2	$6.3M	Buy	27,914 +652	+2%	+$136K	1.35%	29
2023 Q1	$5.45M	Buy	27,262 +659	+2%	+$134K	1.22%	33
2022 Q4	$5.3M	Buy	26,603 +296	+1%	+$59.2K	1.22%	32
2022 Q3	$4.94M	Buy	26,307 +1,318	+5%	+$257K	1.34%	31
2022 Q2	$4.37M	Buy	24,989 +1,288	+5%	+$248K	1.11%	36
2022 Q1	$4.79M	Buy	23,701 +639	+3%	+$147K	0.99%	38
2021 Q4	$5.96M	Sell	23,062 -260	-1%	-$61.8K	1.22%	33
2021 Q3	$4.73M	Buy	23,322 +653	+3%	+$130K	1.05%	37
2021 Q2	$4.4M	Sell	22,669 -10,668	-32%	-$2.09M	1.05%	35
2021 Q1	$6.34M	Buy	33,337 +32	+0.1%	+$5.49K	1.77%	19
2020 Q4	$5.35M	Buy	33,305 +815	+3%	+$132K	1.64%	21
2020 Q3	$5.39M	Sell	32,490 -3,825	-11%	-$589K	1.96%	15
2020 Q2	$4.91M	Sell	36,315 -2,178	-6%	-$249K	1.84%	17
2020 Q1	$3.31M	Buy	38,493 +2,702	+8%	+$295K	1.47%	27
2019 Q4	$4.29M	Sell	35,791 -40	-0.1%	-$4.57K	1.52%	21
2019 Q3	$3.94M	Buy	35,831 +1,261	+4%	+$133K	1.51%	21
2019 Q2	$3.49M	Buy	34,570 +1,446	+4%	+$153K	1.42%	25
2019 Q1	$3.63M	Sell	33,124 -1,208	-4%	-$121K	1.58%	24
2018 Q4	$3.17M	Buy	34,332 +45	+0.1%	+$4.34K	1.52%	25
2018 Q3	$3.94M	Sell	34,287 -856	-2%	-$89.2K	1.7%	21
2018 Q2	$3.36M	Buy	35,143 +408	+1%	+$36.9K	1.54%	26
2018 Q1	$3.05M	Buy	34,735 +392	+1%	+$37.1K	1.39%	27
2017 Q4	$3.19M	Buy	34,343 +338	+1%	+$27.9K	1.43%	26
2017 Q3	$2.72M	Buy	34,005 +28,606	+530%	+$2.19M	1.3%	30
2017 Q2	$419K	Sell	5,399 -25,095	-82%	-$2.05M	0.42%	72
2017 Q1	$2.51M	Buy	30,494 +784	+3%	+$60K	1.42%	29
2016 Q4	$2.11M	Buy	29,710 +204	+0.7%	+$14.4K	1.29%	32
2016 Q3	$2.13M	Buy	29,506 +1,121	+4%	+$87.2K	1.32%	32
2016 Q2	$2.25M	Buy	28,385 +8	+0%	+$619	1.76%	24
2016 Q1	$2.15M	Buy	28,377 +359	+1%	+$25.3K	1.71%	24
2015 Q4	$2.13M	Sell	28,018 -235	-0.8%	-$17.4K	1.72%	22
2015 Q3	$1.95M	Sell	28,253 -20	-0.1%	-$1.38K	1.68%	19
2015 Q2	$1.89M	Sell	28,273 -810	-3%	-$57.8K	1.61%	24
2015 Q1	$2.16M	Sell	29,083 -1,795	-6%	-$129K	1.85%	17
2014 Q4	$2.12M	Buy	+30,878	New	+$1.85M	1.82%	15

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

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

Stockman Wealth Management reduced its Lowe's Companies (LOW) stake by 5.2% in Q1 2026, selling an estimated $25.8K and leaving 1,791 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #118.

Stockman Wealth Management first reported a position in LOW in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.25M in Q3 2024. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Stockman Wealth Management held 1,791 shares of Lowe's Companies worth $423K as of Q1 2026.
Stockman Wealth Management sold 99 Lowe's Companies shares in Q1 2026, an estimated $25.8K.
Lowe's Companies made up 0.05% of Stockman Wealth Management's portfolio in Q1 2026, its #118 holding.
Stockman Wealth Management first reported a position in Lowe's Companies in Q4 2014 and has held it in 46 quarters since.
Stockman Wealth Management's Lowe's Companies position peaked at $8.25M in Q3 2024.
2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.