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

CarsonAllaria 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
2025 Q3	–	Sell	-457	Closed	-$101K	–	225
2025 Q2	$101K	Hold	457	–	–	0.05%	104
2025 Q1	$107K	Sell	457 -3	-0.7%	-$738	0.06%	102
2024 Q4	$114K	Buy	460 +1	+0.2%	+$267	0.07%	97
2024 Q3	$124K	Buy	459 +1	+0.2%	+$242	0.07%	92
2024 Q2	$101K	Buy	458 +218	+91%	+$49.7K	0.06%	96
2024 Q1	$61.3K	Buy	240 +1	+0.4%	+$230	0.04%	124
2023 Q4	$53.3K	Sell	239 -1	-0.4%	-$203	0.04%	114
2023 Q3	$50.1K	Sell	240 -23	-9%	-$5.17K	0.04%	113
2023 Q2	$59.5K	Buy	263 +1	+0.4%	+$208	0.05%	105
2023 Q1	$52.5K	Buy	262 +1	+0.4%	+$203	0.04%	109
2022 Q4	$52K	Buy	261 +197	+308%	+$39.4K	0.05%	109
2022 Q3	$12K	Buy	64 +1	+2%	+$195	0.01%	176
2022 Q2	$11K	Hold	63	–	–	0.01%	182
2022 Q1	$13K	Sell	63 -2	-3%	-$460	0.01%	179
2021 Q4	$17K	Buy	+65	New	+$15.5K	0.02%	180

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

CarsonAllaria Wealth Management's LOW Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Lowe's Companies (LOW) in Q3 2025, closing a stake of 457 shares — an estimated $101K sold.

CarsonAllaria Wealth Management first reported a position in LOW in Q4 2021 and held it in 15 quarters. The position peaked at $124K in Q3 2024. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Lowe's Companies position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 457 Lowe's Companies shares in Q3 2025, an estimated $101K.
CarsonAllaria Wealth Management first reported a position in Lowe's Companies in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Lowe's Companies position peaked at $124K in Q3 2024.
2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.