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

Carlson 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
2016 Q4	–	Sell	-935	Closed	-$341K	–	311
2016 Q3	$341K	Buy	+935	New	+$72.7K	﹤0.01%	251

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

Carlson Capital's LOW Position: Q3 2025 in Review

Carlson Capital sold out of Lowe's Companies (LOW) in Q3 2025, closing a stake of 3,600 shares — an estimated $799K sold.

Carlson Capital first reported a position in LOW in Q2 2013 and held it in 42 quarters. The position peaked at $74.8M in Q4 2014. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

Carlson Capital reported no remaining Lowe's Companies position as of Q3 2025 after selling out during the quarter.
Carlson Capital sold 3,600 Lowe's Companies shares in Q3 2025, an estimated $799K.
Carlson Capital first reported a position in Lowe's Companies in Q2 2013 and held it in 42 quarters.
Carlson Capital's Lowe's Companies position peaked at $74.8M in Q4 2014.
2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Carlson Capital's 13F filing for Q3 2025, filed 5 Nov 2025.