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Brass Tax Wealth Management’s Lowe's Companies LOW Stock Holding History

Brass Tax Wealth Management’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 		$629K Buy
2,503
+2
+0.1% +$491 0.1% 102
2025
Q2 		$555K Buy
2,501
+94
+4% +$21K 0.11% 104
2025
Q1 		$561K Buy
2,407
+2
+0.1% +$492 0.12% 91
2024
Q4 		$594K Sell
2,405
-133
-5% -$35.5K 0.12% 86
2024
Q3 		$687K Buy
2,538
+479
+23% +$116K 0.15% 71
2024
Q2 		$454K Buy
2,059
+669
+48% +$153K 0.2% 66
2024
Q1 		$354K Buy
+1,390
New +$320K 0.18% 67

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

Brass Tax Wealth Management's LOW Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Lowe's Companies (LOW) stake by 0.08% in Q3 2025, buying an estimated $491 and bringing the position to 2,503 shares worth $629K. The position accounts for 0.1% of the portfolio, ranked #102.

Brass Tax Wealth Management first reported a position in LOW in Q1 2024 and has held it in 7 quarters since. The position peaked at $687K in Q3 2024. 2,651 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

  • Brass Tax Wealth Management held 2,503 shares of Lowe's Companies worth $629K as of Q3 2025.
  • Brass Tax Wealth Management bought 2 Lowe's Companies shares in Q3 2025, an estimated $491.
  • Lowe's Companies made up 0.1% of Brass Tax Wealth Management's portfolio in Q3 2025, its #102 holding.
  • Brass Tax Wealth Management first reported a position in Lowe's Companies in Q1 2024 and has held it in 7 quarters since.
  • Brass Tax Wealth Management's Lowe's Companies position peaked at $687K in Q3 2024.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.