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Waterloo Capital’s Lowe's Companies LOW Stock Holding History

Waterloo Capital’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 		$523K Sell
2,213
-1,710
-44% -$446K 0.04% 296
2025
Q4 		$946K Buy
3,923
+170
+5% +$40.8K 0.07% 214
2025
Q3 		$943K Buy
3,753
+298
+9% +$73.2K 0.07% 195
2025
Q2 		$767K Buy
3,455
+41
+1% +$9.15K 0.06% 214
2025
Q1 		$796K Buy
3,414
+684
+25% +$168K 0.07% 194
2024
Q4 		$674K Sell
2,730
-147
-5% -$39.3K 0.07% 194
2024
Q3 		$779K Buy
2,877
+503
+21% +$122K 0.09% 182
2024
Q2 		$523K Buy
2,374
+1,213
+104% +$277K 0.06% 217
2024
Q1 		$296K Buy
1,161
+103
+10% +$23.7K 0.04% 290
2023
Q4 		$235K Buy
+1,058
New +$214K 0.04% 334

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

Waterloo Capital's LOW Position: Q1 2026 in Review

Waterloo Capital reduced its Lowe's Companies (LOW) stake by 44% in Q1 2026, selling an estimated $446K and leaving 2,213 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #296.

Waterloo Capital first reported a position in LOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $946K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Waterloo Capital held 2,213 shares of Lowe's Companies worth $523K as of Q1 2026.
  • Waterloo Capital sold 1,710 Lowe's Companies shares in Q1 2026, an estimated $446K.
  • Lowe's Companies made up 0.04% of Waterloo Capital's portfolio in Q1 2026, its #296 holding.
  • Waterloo Capital first reported a position in Lowe's Companies in Q4 2023 and has held it in 10 quarters since.
  • Waterloo Capital's Lowe's Companies position peaked at $946K in Q4 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.