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

Accredited 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
2025
Q3 		$105K Sell
30
-387
-93% -$95.1K 0.08% 97
2025
Q2 		$92.5K Hold
417
– – 0.08% 99
2025
Q1 		$97.3K Hold
417
– – 0.08% 91
2024
Q4 		$103K Buy
+417
New +$111K 0.09% 96

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Wealth Management's LOW Position: Q3 2025 in Review

Accredited Wealth Management reduced its Lowe's Companies (LOW) stake by 93% in Q3 2025, selling an estimated $95.1K and leaving 30 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #97.

Accredited Wealth Management first reported a position in LOW in Q4 2024 and has held it in 4 quarters since. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

  • Accredited Wealth Management held 30 shares of Lowe's Companies worth $105K as of Q3 2025.
  • Accredited Wealth Management sold 387 Lowe's Companies shares in Q3 2025, an estimated $95.1K.
  • Lowe's Companies made up 0.08% of Accredited Wealth Management's portfolio in Q3 2025, its #97 holding.
  • Accredited Wealth Management first reported a position in Lowe's Companies in Q4 2024 and has held it in 4 quarters since.
  • 2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.