Charter Oak Capital Management, LLC

Position in LOW — Lowes Companies Inc

CIK 1810720 PORTSMOUTH, NH

Position in LOW

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$351,348

-$7,498 QoQ

Shares Held

1,487

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Consumer Cyclical · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $1,293,946 across 2 Home Improvement Retail names. LOW ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	2,866	$942,598
2	LOW	Lowes Companies Inc This page	1,487	$351,348

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$351,348	1,487	-0.1%	Shares	Sole	2026-04-24
2025-12-31	$358,846	1,488	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$371,938	1,480	-0.9%	Shares	Sole	2025-10-30
2025-06-30	$331,251	1,493	+0.1%	Shares	Sole	2025-07-10
2025-03-31	$347,979	1,492	+1.8%	Shares	Sole	2025-04-14
2024-12-31	$361,808	1,466	+0.3%	Shares	Sole	2025-01-22
2024-09-30	$395,711	1,461	+26.7%	Shares	Sole	2024-10-30
2024-06-30	$254,190	1,153	-18.8%	Shares	Sole	2024-07-24
2024-03-31	$361,716	1,420	+23.8%	Shares	Sole	2024-04-23
2023-12-31	$255,264	1,147	+0.3%	Shares	Sole	2024-01-26
2023-09-30	$237,768	1,144	+0.2%	Shares	Sole	2023-10-05
2023-06-30	$257,749	1,142	+12.6%	Shares	Sole	2023-07-20
2023-03-31	$202,769	1,014	-8.2%	Shares	Defined	2023-04-19
2022-06-30	$193,010	1,105	-13.9%	Shares	Sole	2022-07-21
2022-03-31	$259,409	1,283	+5.3%	Shares	Sole	2022-05-05
2021-12-31	$314,828	1,218	-1.9%	Shares	Sole	2022-02-09
2021-09-30	$251,749	1,241	-3.8%	Shares	Sole	2021-11-08
2021-06-30	$250,221	1,290	+8.6%	Shares	Sole	2021-07-29
2021-03-31	$225,933	1,188	+0.2%	Shares	Sole	2021-05-17
2020-12-31	$190,364	1,186	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.