Bellwether Advisors’s Lowe's Companies LOW Stock Holding History

Bellwether 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 Q3	–	Sell	-75	Closed	-$16.6K	–	378
2025 Q2	$16.6K	Sell	75 -5	-6%	-$1.12K	﹤0.01%	320
2025 Q1	$18.7K	Hold	80	–	–	﹤0.01%	278
2024 Q4	$19.7K	Buy	+80	New	+$21.4K	﹤0.01%	286
2024 Q2	–	Sell	-8,024	Closed	-$2.04M	–	129
2024 Q1	$2.04M	Buy	+8,024	New	+$1.84M	0.45%	52
2023 Q2	–	Sell	-835	Closed	-$167K	–	288
2023 Q1	$167K	Hold	835	–	–	0.05%	126
2022 Q4	$166K	Hold	835	–	–	0.05%	128
2022 Q3	$156K	Buy	835 +65	+8%	+$12.7K	0.05%	109
2022 Q2	$134K	Sell	770 -60	-7%	-$11.6K	0.04%	128
2022 Q1	$167K	Sell	830 -3,686	-82%	-$848K	0.05%	139
2021 Q4	$1.17M	Buy	4,516 +3,686	+444%	+$876K	0.36%	55
2021 Q3	$168K	Buy	830 +60	+8%	+$12K	0.06%	151
2021 Q2	$149K	Hold	770	–	–	0.05%	137
2021 Q1	$146K	Hold	770	–	–	0.06%	123
2020 Q4	$123K	Buy	+770	New	+$125K	0.05%	121

Other funds holding LOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Advisors's LOW Position: Q3 2025 in Review

Bellwether Advisors sold out of Lowe's Companies (LOW) in Q3 2025, closing a stake of 75 shares — an estimated $16.6K sold.

Bellwether Advisors first reported a position in LOW in Q4 2020 and held it in 14 quarters. The position peaked at $2.04M in Q1 2024. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

Bellwether Advisors reported no remaining Lowe's Companies position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 75 Lowe's Companies shares in Q3 2025, an estimated $16.6K.
Bellwether Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 14 quarters.
Bellwether Advisors's Lowe's Companies position peaked at $2.04M in Q1 2024.
2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.