Callan Capital’s Lowe's Companies LOW Stock Holding History

Callan Capital’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 Q1	$658K	Sell	2,820 -135	-5%	-$33.2K	0.05%	166
2024 Q4	$729K	Sell	2,955 -153	-5%	-$40.9K	0.05%	132
2024 Q3	$842K	Buy	3,108 +459	+17%	+$111K	0.06%	128
2024 Q2	$584K	Sell	2,649 -79	-3%	-$18K	0.05%	146
2024 Q1	$695K	Buy	2,728 +1,280	+88%	+$294K	0.06%	119
2023 Q4	$322K	Buy	1,448 +156	+12%	+$31.6K	0.03%	166
2023 Q3	$269K	Buy	1,292 +149	+13%	+$33.5K	0.03%	169
2023 Q2	$258K	Hold	1,143	–	–	0.03%	156
2023 Q1	$229K	Hold	1,143	–	–	0.03%	164
2022 Q4	$228K	Hold	1,143	–	–	0.03%	166
2022 Q3	$215K	Buy	+1,143	New	+$223K	0.04%	124
2022 Q2	–	Sell	-1,143	Closed	-$231K	–	120
2022 Q1	$231K	Sell	1,143 -152	-12%	-$35K	0.03%	112
2021 Q4	$335K	Buy	1,295 +207	+19%	+$49.2K	0.05%	95
2021 Q3	$221K	Hold	1,088	–	–	0.04%	81
2021 Q2	$211K	Hold	1,088	–	–	0.04%	85
2021 Q1	$207K	Buy	+1,088	New	+$187K	0.04%	82

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Callan Capital's LOW Position: Q1 2025 in Review

Callan Capital reduced its Lowe's Companies (LOW) stake by 4.6% in Q1 2025, selling an estimated $33.2K and leaving 2,820 shares worth $658K. The position accounts for 0.05% of the portfolio, ranked #166.

Callan Capital first reported a position in LOW in Q1 2021 and has held it in 16 quarters since. The position peaked at $842K in Q3 2024. 2,642 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

Callan Capital held 2,820 shares of Lowe's Companies worth $658K as of Q1 2025.
Callan Capital sold 135 Lowe's Companies shares in Q1 2025, an estimated $33.2K.
Lowe's Companies made up 0.05% of Callan Capital's portfolio in Q1 2025, its #166 holding.
Callan Capital first reported a position in Lowe's Companies in Q1 2021 and has held it in 16 quarters since.
Callan Capital's Lowe's Companies position peaked at $842K in Q3 2024.
2,642 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.