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Carolinas Wealth Consulting’s Lowe's Companies LOW Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,099
Closed -$256K – 543
2025
Q1 		$256K Hold
1,099
– – 0.06% 161
2024
Q4 		$271K Sell
1,099
-45
-4% -$12K 0.05% 157
2024
Q3 		$310K Buy
1,144
+16
+1% +$3.88K 0.06% 149
2024
Q2 		$249K Buy
1,128
+2
+0.2% +$456 0.05% 160
2024
Q1 		$287K Sell
1,126
-10,868
-91% -$2.5M 0.06% 138
2023
Q4 		$260K Buy
11,994
+4
+0% +$811 0.06% 134
2023
Q3 		$225K Sell
11,990
-127
-1% -$28.6K 0.06% 137
2023
Q2 		$291K Buy
12,117
+3
+0% +$624 0.06% 144
2023
Q1 		$259K Buy
12,114
+33
+0.3% +$6.7K 0.06% 153
2022
Q4 		$251K Buy
12,081
+4
+0% +$799 0.06% 149
2022
Q3 		$237K Sell
12,077
-79
-0.6% -$15.4K 0.06% 137
2022
Q2 		$235K Buy
12,156
+10,312
+559% +$1.99M 0.06% 142
2022
Q1 		$373K Sell
1,844
-469
-20% -$108K 0.08% 109
2021
Q4 		$598K Buy
2,313
+229
+11% +$54.4K 0.13% 84
2021
Q3 		$423K Sell
2,084
-449
-18% -$89.5K 0.1% 94
2021
Q2 		$491K Buy
2,533
+1,002
+65% +$196K 0.11% 93
2021
Q1 		$291K Sell
1,531
-265
-15% -$45.5K 0.07% 129
2020
Q4 		$288K Sell
1,796
-156
-8% -$25.3K 0.08% 121
2020
Q3 		$324K Buy
1,952
+292
+18% +$45K 0.11% 86
2020
Q2 		$224K Sell
1,660
-770
-32% -$87.9K 0.09% 98
2020
Q1 		$209K Buy
+2,430
New +$266K 0.11% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Carolinas Wealth Consulting's LOW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 1,099 shares — an estimated $256K sold.

Carolinas Wealth Consulting first reported a position in LOW in Q1 2020 and held it in 21 quarters. The position peaked at $598K in Q4 2021. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,099 Lowe's Companies shares in Q2 2025, an estimated $256K.
  • Carolinas Wealth Consulting first reported a position in Lowe's Companies in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Lowe's Companies position peaked at $598K in Q4 2021.
  • 2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.