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

Axiom 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
-1,359
Closed -$317K – 53
2025
Q1 		$317K Sell
1,359
-18
-1% -$4.43K 0.19% 28
2024
Q4 		$340K Buy
1,377
+44
+3% +$11.8K 0.19% 28
2024
Q3 		$361K Buy
+1,333
New +$323K 0.19% 30
2024
Q2 		– Sell
-1,066
Closed -$272K – 33
2024
Q1 		$272K Sell
1,066
-45
-4% -$10.3K 0.17% 28
2023
Q4 		$247K Sell
1,111
-210
-16% -$42.6K 0.16% 29
2023
Q3 		$275K Sell
1,321
-40
-3% -$9K 0.18% 29
2023
Q2 		$307K Hold
1,361
– – 0.18% 30
2023
Q1 		$272K Sell
1,361
-13
-0.9% -$2.64K 0.15% 32
2022
Q4 		$274K Buy
1,374
+130
+10% +$26K 0.17% 32
2022
Q3 		$234K Sell
1,244
-140
-10% -$27.3K 0.12% 59
2022
Q2 		$242K Buy
1,384
+3
+0.2% +$578 0.13% 60
2022
Q1 		$275K Buy
1,381
+123
+10% +$28.3K 0.14% 54
2021
Q4 		$325K Sell
1,258
-71
-5% -$16.9K 0.15% 54
2021
Q3 		$270K Buy
1,329
+20
+2% +$3.99K 0.13% 57
2021
Q2 		$254K Buy
1,309
+38
+3% +$7.43K 0.12% 57
2021
Q1 		$242K Buy
+1,271
New +$218K 0.12% 59
2020
Q3 		– Sell
-1,627
Closed -$220K – 75
2020
Q2 		$220K Buy
+1,627
New +$186K 0.14% 60

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

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

Axiom Financial Strategies sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 1,359 shares — an estimated $317K sold.

Axiom Financial Strategies first reported a position in LOW in Q2 2020 and held it in 17 quarters. The position peaked at $361K in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Axiom Financial Strategies reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 1,359 Lowe's Companies shares in Q2 2025, an estimated $317K.
  • Axiom Financial Strategies first reported a position in Lowe's Companies in Q2 2020 and held it in 17 quarters.
  • Axiom Financial Strategies's Lowe's Companies position peaked at $361K in Q3 2024.
  • 2,605 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.