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Apexium Financial’s Lowe's Companies LOW Stock Holding History

Apexium Financial’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 		$247K Sell
981
-189
-16% -$46.4K 0.01% 259
2025
Q2 		$260K Sell
1,170
-6
-0.5% -$1.34K 0.01% 241
2025
Q1 		$274K Buy
1,176
+17
+1% +$4.18K 0.02% 233
2024
Q4 		$286K Buy
1,159
+351
+43% +$93.7K 0.02% 214
2024
Q3 		$219K Buy
+808
New +$196K 0.01% 217
2024
Q2 		– Sell
-902
Closed -$230K – 230
2024
Q1 		$230K Sell
902
-15,662
-95% -$3.6M 0.02% 209
2023
Q4 		$3.69M Buy
+16,564
New +$3.36M 0.26% 50

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

Apexium Financial's LOW Position: Q3 2025 in Review

Apexium Financial reduced its Lowe's Companies (LOW) stake by 16% in Q3 2025, selling an estimated $46.4K and leaving 981 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #259.

Apexium Financial first reported a position in LOW in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.69M in Q4 2023. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

  • Apexium Financial held 981 shares of Lowe's Companies worth $247K as of Q3 2025.
  • Apexium Financial sold 189 Lowe's Companies shares in Q3 2025, an estimated $46.4K.
  • Lowe's Companies made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #259 holding.
  • Apexium Financial first reported a position in Lowe's Companies in Q4 2023 and has held it in 7 quarters since.
  • Apexium Financial's Lowe's Companies position peaked at $3.69M in Q4 2023.
  • 2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.