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Strategic Planning Group’s Lowe's Companies LOW Stock Holding History

Strategic Planning Group’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 		– Sell
-21,858
Closed -$5.27M – 83
2025
Q4 		$5.27M Buy
21,858
+2,397
+12% +$576K 0.68% 56
2025
Q3 		$4.89M Buy
19,461
+5,294
+37% +$1.3M 0.66% 59
2025
Q2 		$3.14M Buy
14,167
+892
+7% +$199K 0.51% 63
2025
Q1 		$3.1M Buy
13,275
+2,019
+18% +$497K 0.61% 62
2024
Q4 		$2.78M Buy
11,256
+425
+4% +$114K 0.51% 67
2024
Q3 		$2.93M Buy
10,831
+684
+7% +$166K 0.58% 60
2024
Q2 		$2.24M Buy
10,147
+1,231
+14% +$281K 0.49% 66
2024
Q1 		$2.27M Buy
8,916
+3,991
+81% +$917K 0.57% 59
2023
Q4 		$1.1M Buy
+4,925
New +$998K 0.36% 72

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Strategic Planning Group's LOW Position: Q1 2026 in Review

Strategic Planning Group sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 21,858 shares — an estimated $5.27M sold.

Strategic Planning Group first reported a position in LOW in Q4 2023 and held it in 9 quarters. The position peaked at $5.27M in Q4 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Strategic Planning Group reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Group sold 21,858 Lowe's Companies shares in Q1 2026, an estimated $5.27M.
  • Strategic Planning Group first reported a position in Lowe's Companies in Q4 2023 and held it in 9 quarters.
  • Strategic Planning Group's Lowe's Companies position peaked at $5.27M in Q4 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.