SP
LOW icon

Successful Portfolios’s Lowe's Companies LOW Stock Holding History

Successful Portfolios’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
-840
Closed -$224K – 197
2025
Q4 		$224K Buy
840
+30
+4% +$7.2K 0.11% 163
2025
Q3 		$204K Buy
+810
New +$199K 0.12% 162
2025
Q1 		– Sell
-840
Closed -$207K – 163
2024
Q4 		$207K Hold
840
– – 0.14% 148
2024
Q3 		$228K Buy
+840
New +$203K 0.15% 138
2024
Q2 		– Sell
-840
Closed -$214K – 165
2024
Q1 		$214K Buy
+840
New +$193K 0.15% 146
2022
Q1 		– Sell
-864
Closed -$223K – 215
2021
Q4 		$223K Buy
+864
New +$205K 0.12% 189

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 $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Successful Portfolios's LOW Position: Q1 2026 in Review

Successful Portfolios sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 840 shares — an estimated $224K sold.

Successful Portfolios first reported a position in LOW in Q4 2021 and held it in 6 quarters. The position peaked at $228K in Q3 2024. 2,695 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Successful Portfolios reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Successful Portfolios sold 840 Lowe's Companies shares in Q1 2026, an estimated $224K.
  • Successful Portfolios first reported a position in Lowe's Companies in Q4 2021 and held it in 6 quarters.
  • Successful Portfolios's Lowe's Companies position peaked at $228K in Q3 2024.
  • 2,695 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Successful Portfolios's 13F filing for Q1 2026, filed 13 Apr 2026.