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CPWA
Cerro Pacific Wealth Advisors’s
Lowe's Companies
LOW
Stock Holding History
Cerro Pacific Wealth Advisors’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
2026
Q1
$2.23M
Sell
9,451
-707
-7%
-$184K
0.59%
40
2025
Q4
$2.45M
Sell
10,158
-266
-3%
-$63.9K
0.66%
37
2025
Q3
$2.62M
Sell
10,424
-1,619
-13%
-$398K
0.72%
35
2025
Q2
$2.67M
Buy
12,043
+19
+0.2%
+$4.24K
0.74%
35
2025
Q1
$2.97M
Sell
12,024
-84
-0.7%
-$20.7K
0.96%
29
2024
Q4
$3.28M
Buy
12,108
+51
+0.4%
+$13.6K
1.09%
26
2024
Q3
$2.66M
Hold
12,057
–
–
1%
28
2024
Q2
$2.66M
Buy
+12,057
New
+$2.75M
1.02%
28
2023
Q1
$2.08M
Buy
10,418
+2,223
+27%
+$452K
1.15%
19
2022
Q4
$1.63M
Buy
8,195
+891
+12%
+$178K
0.87%
31
2022
Q3
$1.37M
Buy
7,304
+445
+6%
+$86.7K
0.83%
33
2022
Q2
$1.2M
Sell
6,859
-153
-2%
-$29.5K
0.75%
29
2022
Q1
$1.42M
Buy
7,012
+497
+8%
+$114K
0.87%
27
2021
Q4
$1.68M
Sell
6,515
-612
-9%
-$145K
1.07%
20
2021
Q3
$1.45M
Sell
7,127
-2,524
-26%
-$503K
1.04%
21
2021
Q2
$1.87M
Buy
+9,651
New
+$1.89M
1.39%
13
2020
Q4
$2.39M
Buy
+14,910
New
+$2.42M
1.43%
12
Other funds holding LOW
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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