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

Centricity 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
Q2 		$196K Hold
883
– – 0.16% 75
2025
Q1 		$206K Hold
883
– – 0.19% 69
2024
Q4 		$218K Buy
+883
New +$236K 0.2% 69

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's LOW Position: Q2 2025 in Review

Centricity Wealth Management held its Lowe's Companies (LOW) position steady in Q2 2025 at 883 shares worth $196K. The position accounts for 0.16% of the portfolio, ranked #75.

Centricity Wealth Management first reported a position in LOW in Q4 2024 and has held it in 3 quarters since. The position peaked at $218K in Q4 2024. 2,608 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Centricity Wealth Management held 883 shares of Lowe's Companies worth $196K as of Q2 2025.
  • Centricity Wealth Management left its Lowe's Companies share count unchanged in Q2 2025.
  • Lowe's Companies made up 0.16% of Centricity Wealth Management's portfolio in Q2 2025, its #75 holding.
  • Centricity Wealth Management first reported a position in Lowe's Companies in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Lowe's Companies position peaked at $218K in Q4 2024.
  • 2,608 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.