9WM
LOW icon

9258 Wealth Management’s Lowe's Companies LOW Stock Holding History

9258 Wealth 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
2024
Q3 		$579K Buy
2,138
+300
+16% +$72.7K 0.09% 184
2024
Q2 		$405K Sell
1,838
-46
-2% -$10.5K 0.06% 225
2024
Q1 		$480K Sell
1,884
-503
-21% -$116K 0.07% 199
2023
Q4 		$531K Buy
2,387
+474
+25% +$96.1K 0.09% 176
2023
Q3 		$398K Hold
1,913
– – 0.08% 205
2023
Q2 		$432K Buy
1,913
+22
+1% +$4.58K 0.08% 198
2023
Q1 		$378K Sell
1,891
-2
-0.1% -$406 0.08% 218
2022
Q4 		$377K Hold
1,893
– – 0.08% 211
2022
Q3 		$356K Buy
1,893
+5
+0.3% +$974 0.09% 214
2022
Q2 		$330K Hold
1,888
– – 0.08% 233
2022
Q1 		$382K Sell
1,888
-47
-2% -$10.8K 0.09% 234
2021
Q4 		$500K Sell
1,935
-2
-0.1% -$475 0.11% 194
2021
Q3 		$393K Hold
1,937
– – 0.1% 208
2021
Q2 		$376K Buy
1,937
+200
+12% +$39.1K 0.1% 214
2021
Q1 		$330K Buy
1,737
+485
+39% +$83.2K 0.1% 223
2020
Q4 		$201K Sell
1,252
-186
-13% -$30.2K 0.07% 289
2020
Q3 		$227K Sell
1,438
-216
-13% -$33.3K 0.09% 253
2020
Q2 		$223K Buy
+1,654
New +$189K 0.09% 243
2020
Q1 		– Sell
-3,768
Closed -$451K – 294
2019
Q4 		$451K Sell
3,768
-190
-5% -$21.7K 0.17% 161
2019
Q3 		$435K Sell
3,958
-150
-4% -$15.8K 0.34% 104
2019
Q2 		$415K Buy
+4,108
New +$433K 0.33% 106
2019
Q1 		– Sell
-3,018
Closed -$279K – 181
2018
Q4 		$279K Buy
+3,018
New +$291K 0.27% 117

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

9258 Wealth Management's LOW Position: Q3 2024 in Review

9258 Wealth Management increased its Lowe's Companies (LOW) stake by 16% in Q3 2024, buying an estimated $72.7K and bringing the position to 2,138 shares worth $579K. The position accounts for 0.09% of the portfolio, ranked #184.

9258 Wealth Management first reported a position in LOW in Q4 2018 and has held it in 22 quarters since. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • 9258 Wealth Management held 2,138 shares of Lowe's Companies worth $579K as of Q3 2024.
  • 9258 Wealth Management bought 300 Lowe's Companies shares in Q3 2024, an estimated $72.7K.
  • Lowe's Companies made up 0.09% of 9258 Wealth Management's portfolio in Q3 2024, its #184 holding.
  • 9258 Wealth Management first reported a position in Lowe's Companies in Q4 2018 and has held it in 22 quarters since.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.