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Capstone Wealth Management Group (Oregon)’s Lowe's Companies LOW Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		– Sell
-1,200
Closed -$296K – 99
2024
Q4 		$296K Buy
+1,200
New +$320K 0.23% 75

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capstone Wealth Management Group (Oregon)'s LOW Position: Q1 2025 in Review

Capstone Wealth Management Group (Oregon) sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 1,200 shares — an estimated $296K sold.

Capstone Wealth Management Group (Oregon) first reported a position in LOW in Q4 2024 and held it in 1 quarter. The position peaked at $296K in Q4 2024. 2,648 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Capstone Wealth Management Group (Oregon) reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 1,200 Lowe's Companies shares in Q1 2025, an estimated $296K.
  • Capstone Wealth Management Group (Oregon) first reported a position in Lowe's Companies in Q4 2024 and held it in 1 quarter.
  • Capstone Wealth Management Group (Oregon)'s Lowe's Companies position peaked at $296K in Q4 2024.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2025, filed 13 May 2025.