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Campbell Wealth Management’s Lowe's Companies LOW Stock Holding History

Campbell 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
2024
Q4 		$231K Buy
+937
New +$250K 0.02% 83
2020
Q3 		– Sell
-532
Closed -$72K – 228
2020
Q2 		$72K Buy
+532
New +$60.8K 0.01% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Campbell Wealth Management's LOW Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Lowe's Companies (LOW) in Q4 2024: 937 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #83 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in LOW as recently as Q2 2020.

Campbell Wealth Management first reported a position in LOW in Q2 2020 and has held it in 2 quarters since. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Campbell Wealth Management held 937 shares of Lowe's Companies worth $231K as of Q4 2024.
  • Lowe's Companies was a new Campbell Wealth Management position in Q4 2024.
  • Lowe's Companies made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #83 holding.
  • Campbell Wealth Management first reported a position in Lowe's Companies in Q2 2020 and has held it in 2 quarters since.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.