Baron Silver Stevens Financial Advisors’s Lowe's Companies LOW Stock Holding History

Baron Silver Stevens Financial 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 Q4	–	Sell	-814	Closed	-$205K	–	142
2025 Q3	$205K	Sell	814 -89	-10%	-$21.9K	0.03%	145
2025 Q2	$200K	Buy	+903	New	+$202K	0.03%	144
2024 Q2	–	Sell	-789	Closed	-$201K	–	119
2024 Q1	$201K	Buy	+789	New	+$181K	0.04%	125
2021 Q1	–	Sell	-280	Closed	-$44K	–	282
2020 Q4	$44K	Buy	+280	New	+$45.5K	0.02%	147

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baron Silver Stevens Financial Advisors's LOW Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 814 shares — an estimated $205K sold.

Baron Silver Stevens Financial Advisors first reported a position in LOW in Q4 2020 and held it in 4 quarters. The position peaked at $205K in Q3 2025. 2,714 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

Baron Silver Stevens Financial Advisors reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 814 Lowe's Companies shares in Q4 2025, an estimated $205K.
Baron Silver Stevens Financial Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 4 quarters.
Baron Silver Stevens Financial Advisors's Lowe's Companies position peaked at $205K in Q3 2025.
2,714 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.