Claris Advisors’s Lowe's Companies LOW Stock Holding History

Claris 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
2025 Q2	–	Sell	-1,990	Closed	-$464K	–	79
2025 Q1	$464K	Sell	1,990 -10	-0.5%	-$2.46K	0.17%	46
2024 Q4	$494K	Buy	2,000 +100	+5%	+$26.7K	0.19%	41
2024 Q3	$515K	Sell	1,900 -11	-0.6%	-$2.66K	0.22%	33
2024 Q2	$421K	Sell	1,911 -29	-1%	-$6.62K	0.22%	35
2024 Q1	$494K	Hold	1,940	–	–	0.25%	33
2023 Q4	$432K	Hold	1,940	–	–	0.24%	30
2023 Q3	$403K	Hold	1,940	–	–	0.26%	26
2023 Q2	$438K	Hold	1,940	–	–	0.3%	24
2023 Q1	$388K	Sell	1,940 -60	-3%	-$12.2K	0.29%	24
2022 Q4	$398K	Buy	2,000 +5	+0.3%	+$999	0.38%	24
2022 Q3	$375K	Hold	1,995	–	–	0.43%	19
2022 Q2	$348K	Hold	1,995	–	–	0.38%	25
2022 Q1	$403K	Hold	1,995	–	–	0.43%	24
2021 Q4	$516K	Buy	+1,995	New	+$474K	0.55%	15

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

Norges Bank Oslo, Norway $935B AUM

Claris Advisors's LOW Position: Q2 2025 in Review

Claris Advisors sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 1,990 shares — an estimated $464K sold.

Claris Advisors first reported a position in LOW in Q4 2021 and held it in 14 quarters. The position peaked at $516K in Q4 2021. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

Claris Advisors reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
Claris Advisors sold 1,990 Lowe's Companies shares in Q2 2025, an estimated $464K.
Claris Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 14 quarters.
Claris Advisors's Lowe's Companies position peaked at $516K in Q4 2021.
2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.