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Avantax Advisory Services’s Lowe's Companies LOW Stock Holding History

Avantax Advisory Services’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 		$8.73M Sell
39,369
-6,664
-14% -$1.49M 0.05% 306
2025
Q1 		$10.7M Buy
46,033
+2,266
+5% +$558K 0.07% 229
2024
Q4 		$10.8M Buy
43,767
+1,201
+3% +$321K 0.07% 209
2024
Q3 		$11.5M Sell
42,566
-2,595
-6% -$628K 0.08% 192
2024
Q2 		$9.96M Buy
45,161
+9,764
+28% +$2.23M 0.07% 208
2024
Q1 		$9.02M Buy
35,397
+6,579
+23% +$1.51M 0.08% 195
2023
Q4 		$6.41M Buy
28,818
+2,304
+9% +$467K 0.06% 232
2023
Q3 		$5.51M Sell
26,514
-249
-0.9% -$56K 0.06% 228
2023
Q2 		$6.04M Buy
26,763
+894
+3% +$186K 0.07% 211
2023
Q1 		$5.17M Buy
25,869
+542
+2% +$110K 0.06% 239
2022
Q4 		$5.05M Sell
25,327
-1,006
-4% -$201K 0.07% 225
2022
Q3 		$4.95M Buy
26,333
+4,231
+19% +$824K 0.08% 200
2022
Q2 		$3.86M Sell
22,102
-2,072
-9% -$400K 0.06% 245
2022
Q1 		$4.88M Buy
24,174
+2,488
+11% +$572K 0.07% 216
2021
Q4 		$5.61M Sell
21,686
-549
-2% -$131K 0.08% 178
2021
Q3 		$4.51M Buy
22,235
+3,333
+18% +$664K 0.08% 191
2021
Q2 		$3.67M Buy
18,902
+1,127
+6% +$221K 0.07% 219
2021
Q1 		$3.38M Sell
17,775
-934
-5% -$160K 0.07% 200
2020
Q4 		$3M Sell
18,709
-9,615
-34% -$1.56M 0.07% 190
2020
Q3 		$4.7M Buy
28,324
+18,168
+179% +$2.8M 0.08% 217
2020
Q2 		$1.37M Buy
10,156
+2,482
+32% +$283K 0.04% 288
2020
Q1 		$659K Buy
7,674
+725
+10% +$79.2K 0.02% 377
2019
Q4 		$827K Buy
6,949
+3,545
+104% +$405K 0.02% 372
2019
Q3 		$372K Buy
3,404
+96
+3% +$10.1K 0.02% 379
2019
Q2 		$334K Buy
3,308
+387
+13% +$40.8K 0.01% 376
2019
Q1 		$320K Buy
2,921
+212
+8% +$21.2K 0.02% 343
2018
Q4 		$249K Buy
+2,709
New +$261K 0.04% 334

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

Avantax Advisory Services's LOW Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lowe's Companies (LOW) stake by 14% in Q2 2025, selling an estimated $1.49M and leaving 39,369 shares worth $8.73M. The position accounts for 0.05% of the portfolio, ranked #306.

Avantax Advisory Services first reported a position in LOW in Q4 2018 and has held it in 27 quarters since. The position peaked at $11.5M in Q3 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Avantax Advisory Services held 39,369 shares of Lowe's Companies worth $8.73M as of Q2 2025.
  • Avantax Advisory Services sold 6,664 Lowe's Companies shares in Q2 2025, an estimated $1.49M.
  • Lowe's Companies made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #306 holding.
  • Avantax Advisory Services first reported a position in Lowe's Companies in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Lowe's Companies position peaked at $11.5M in Q3 2024.
  • 2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.