Vision Capital Management’s Lowe's Companies LOW Stock Holding History

Vision Capital 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	$2.38M	Sell	10,076 -115	-1%	-$30K	0.3%	55
2025 Q4	$2.46M	Sell	10,191 -211	-2%	-$50.7K	0.3%	59
2025 Q3	$2.61M	Sell	10,402 -740	-7%	-$182K	0.32%	52
2025 Q2	$2.47M	Buy	11,142 +827	+8%	+$185K	0.32%	58
2025 Q1	$2.41M	Sell	10,315 -51	-0.5%	-$12.5K	0.35%	54
2024 Q4	$2.56M	Sell	10,366 -10,100	-49%	-$2.7M	0.38%	51
2024 Q3	$5.54M	Sell	20,466 -730	-3%	-$177K	0.78%	35
2024 Q2	$4.67M	Buy	21,196 +46	+0.2%	+$10.5K	0.7%	39
2024 Q1	$5.39M	Sell	21,150 -80	-0.4%	-$18.4K	0.8%	36
2023 Q4	$4.72M	Buy	21,230 +212	+1%	+$43K	0.74%	39
2023 Q3	$4.37M	Sell	21,018 -300	-1%	-$67.5K	0.8%	39
2023 Q2	$4.81M	Buy	21,318 +136	+0.6%	+$28.3K	0.82%	38
2023 Q1	$4.24M	Sell	21,182 -654	-3%	-$133K	0.77%	39
2022 Q4	$4.35M	Buy	21,836 +332	+2%	+$66.4K	0.83%	39
2022 Q3	$4.04M	Sell	21,504 -1,150	-5%	-$224K	0.83%	35
2022 Q2	$3.96M	Buy	22,654 +303	+1%	+$58.4K	0.75%	37
2022 Q1	$4.52M	Sell	22,351 -2,451	-10%	-$564K	0.74%	37
2021 Q4	$6.41M	Buy	24,802 +5	+0%	+$1.19K	0.96%	35
2021 Q3	$5.03M	Buy	24,797 +299	+1%	+$59.6K	0.82%	36
2021 Q2	$4.75M	Sell	24,498 -901	-4%	-$176K	0.78%	38
2021 Q1	$4.83M	Buy	25,399 +374	+1%	+$64.2K	0.86%	37
2020 Q4	$4.02M	Sell	25,025 -1,314	-5%	-$213K	0.75%	38
2020 Q3	$4.37M	Buy	26,339 +32	+0.1%	+$4.93K	0.92%	33
2020 Q2	$3.56M	Buy	26,307 +5,951	+29%	+$680K	0.82%	35
2020 Q1	$1.75M	Buy	20,356 +6,720	+49%	+$734K	0.47%	45
2019 Q4	$1.63M	Buy	13,636 +262	+2%	+$30K	0.38%	51
2019 Q3	$1.47M	Buy	13,374 +4,221	+46%	+$446K	0.38%	51
2019 Q2	$924K	Sell	9,153 -161	-2%	-$17K	0.24%	58
2019 Q1	$1.02M	Buy	9,314 +100	+1%	+$9.98K	0.28%	58
2018 Q4	$851K	Buy	+9,214	New	+$888K	0.27%	56

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

Vision Capital Management's LOW Position: Q1 2026 in Review

Vision Capital Management reduced its Lowe's Companies (LOW) stake by 1.1% in Q1 2026, selling an estimated $30K and leaving 10,076 shares worth $2.38M. The position accounts for 0.3% of the portfolio, ranked #55.

Vision Capital Management first reported a position in LOW in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.41M in Q4 2021. 2,685 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Vision Capital Management held 10,076 shares of Lowe's Companies worth $2.38M as of Q1 2026.
Vision Capital Management sold 115 Lowe's Companies shares in Q1 2026, an estimated $30K.
Lowe's Companies made up 0.3% of Vision Capital Management's portfolio in Q1 2026, its #55 holding.
Vision Capital Management first reported a position in Lowe's Companies in Q4 2018 and has held it in 30 quarters since.
Vision Capital Management's Lowe's Companies position peaked at $6.41M in Q4 2021.
2,685 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.