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Capital Planning Advisors, LLC

Position in LOW — Lowes Companies Inc

CIK 1631941 Roseville, CA

Position in LOW

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$384,427
-$123,938 QoQ
Shares Held
1,627
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LOW Over Time

Shares Held

Position Value (USD)

Position in Home Improvement Retail

Consumer Cyclical · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $3,849,612 across 2 Home Improvement Retail names. LOW ranks #2 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LOW
Lowes Companies Inc
This page
1,627 $384,427

All Filings in LOW

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $384,427 1,627
2025-12-31 $508,365 2,108
2025-09-30 $531,771 2,116
2025-06-30 $468,811 2,113
2025-03-31 $490,949 2,105
2024-12-31 $520,748 2,110
2024-09-30 $562,284 2,076
2024-06-30 $456,793 2,072
2024-03-31 $524,234 2,058
2023-12-31 $473,141 2,126
2023-09-30 $435,840 2,097
2023-06-30 $473,292 2,097
2023-03-31 $415,137 2,076
2022-12-31 $416,013 2,088
2022-09-30 $411,867 2,193
2022-06-30 $414,142 2,371
2022-03-31 $484,447 2,396
2021-12-31 $600,707 2,324
2021-09-30 $458,666 2,261
2021-06-30 $450,786 2,324
2021-03-31 $265,871 1,398
2020-12-31 $311,710 1,942
2020-09-30 $312,977 1,887
2020-06-30 $256,457 1,898