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Castleview Partners’s Lowe's Companies LOW Stock Holding History

Castleview Partners’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
-617
Closed -$152K – 400
2024
Q4 		$152K Buy
617
+12
+2% +$3.21K 0.08% 212
2024
Q3 		$164K Buy
605
+116
+24% +$28.1K 0.09% 191
2024
Q2 		$108K Buy
489
+321
+191% +$73.2K 0.06% 231
2024
Q1 		$42.8K Buy
168
+47
+39% +$10.8K 0.02% 370
2023
Q4 		$26.9K Buy
+121
New +$24.5K 0.02% 396
2023
Q3 		– Sell
-10
Closed -$2.26K – 726
2023
Q2 		$2.26K Buy
+10
New +$2.08K ﹤0.01% 574
2022
Q1 		– Sell
-755,048
Closed -$2.92K – 883
2021
Q4 		$2.92K Buy
+755,048
New +$180M 0.02% 232
2021
Q2 		$401K Buy
+2,066
New +$404K 0.18% 115

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Castleview Partners's LOW Position: Q1 2025 in Review

Castleview Partners sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 617 shares — an estimated $152K sold.

Castleview Partners first reported a position in LOW in Q2 2021 and held it in 8 quarters. The position peaked at $401K in Q2 2021. 2,642 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Castleview Partners reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 617 Lowe's Companies shares in Q1 2025, an estimated $152K.
  • Castleview Partners first reported a position in Lowe's Companies in Q2 2021 and held it in 8 quarters.
  • Castleview Partners's Lowe's Companies position peaked at $401K in Q2 2021.
  • 2,642 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.