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Anderson Financial Strategies’s Lowe's Companies LOW Stock Holding History

Anderson Financial Strategies’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
-220
Closed -$51.3K – 134
2025
Q1 		$51.3K Buy
+220
New +$54.1K 0.03% 106

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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

Anderson Financial Strategies's LOW Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 220 shares — an estimated $51.3K sold.

Anderson Financial Strategies first reported a position in LOW in Q1 2025 and held it in 1 quarter. The position peaked at $51.3K in Q1 2025. 2,605 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 220 Lowe's Companies shares in Q2 2025, an estimated $51.3K.
  • Anderson Financial Strategies first reported a position in Lowe's Companies in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Lowe's Companies position peaked at $51.3K in Q1 2025.
  • 2,605 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.