Briaud Financial Planning’s Lowe's Companies LOW Stock Holding History

Briaud Financial Planning’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	-402	Closed	-$89K	–	208
2025 Q2	$89K	Hold	402	–	–	0.04%	66
2025 Q1	$93K	Hold	402	–	–	0.04%	53
2024 Q4	$99K	Hold	402	–	–	0.04%	47
2024 Q3	$108K	Hold	402	–	–	0.06%	37
2024 Q2	$88K	Hold	402	–	–	0.05%	41
2024 Q1	$103K	Buy	+402	New	+$92.4K	0.06%	37
2023 Q4	–	Sell	-402	Closed	-$83K	–	98
2023 Q3	$83K	Buy	+402	New	+$90.4K	0.07%	42

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

Briaud Financial Planning's LOW Position: Q3 2025 in Review

Briaud Financial Planning sold out of Lowe's Companies (LOW) in Q3 2025, closing a stake of 402 shares — an estimated $89K sold.

Briaud Financial Planning first reported a position in LOW in Q3 2023 and held it in 7 quarters. The position peaked at $108K in Q3 2024. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

Briaud Financial Planning reported no remaining Lowe's Companies position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 402 Lowe's Companies shares in Q3 2025, an estimated $89K.
Briaud Financial Planning first reported a position in Lowe's Companies in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Lowe's Companies position peaked at $108K in Q3 2024.
2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.