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Amplius Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Amplius Wealth Advisors’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
Q2 		– Sell
-870
Closed -$203K – 205
2025
Q1 		$203K Sell
870
-2
-0.2% -$492 0.02% 177
2024
Q4 		$215K Buy
872
+6
+0.7% +$1.6K 0.02% 166
2024
Q3 		$235K Buy
+866
New +$210K 0.03% 155
2024
Q2 		– Sell
-878
Closed -$224K – 178
2024
Q1 		$224K Buy
+878
New +$202K 0.03% 158
2023
Q4 		– Sell
-966
Closed -$201K – 178
2023
Q3 		$201K Sell
966
-31
-3% -$6.97K 0.03% 154
2023
Q2 		$225K Buy
+997
New +$207K 0.03% 149
2022
Q1 		– Sell
-703
Closed -$181K – 582
2021
Q4 		$181K Buy
+703
New +$167K 0.03% 191

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Amplius Wealth Advisors's LOW Position: Q2 2025 in Review

Amplius Wealth Advisors sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 870 shares — an estimated $203K sold.

Amplius Wealth Advisors first reported a position in LOW in Q4 2021 and held it in 7 quarters. The position peaked at $235K in Q3 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Amplius Wealth Advisors reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 870 Lowe's Companies shares in Q2 2025, an estimated $203K.
  • Amplius Wealth Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 7 quarters.
  • Amplius Wealth Advisors's Lowe's Companies position peaked at $235K in Q3 2024.
  • 2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Amplius Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.