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

Congress 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	$17.9M	Buy	80,718 +27,856	+53%	+$6.22M	0.17%	142
2025 Q1	$12.3M	Buy	52,862 +6,787	+15%	+$1.67M	0.15%	175
2024 Q4	$11.4M	Sell	46,075 -28,336	-38%	-$7.57M	0.16%	181
2024 Q3	$20.2M	Buy	74,411 +23,004	+45%	+$5.57M	0.27%	95
2024 Q2	$11.3M	Buy	51,407 +36,675	+249%	+$8.37M	0.18%	159
2024 Q1	$3.75M	Sell	14,732 -629	-4%	-$145K	0.06%	256
2023 Q4	$3.42M	Buy	15,361 +1,882	+14%	+$381K	0.06%	257
2023 Q3	$2.8M	Buy	13,479 +132	+1%	+$29.7K	0.06%	270
2023 Q2	$3.01M	Sell	13,347 -7	-0.1%	-$1.46K	0.07%	233
2023 Q1	$2.67M	Sell	13,354 -304	-2%	-$61.8K	0.06%	245
2022 Q4	$2.72M	Sell	13,658 -20	-0.1%	-$4K	0.07%	233
2022 Q3	$2.57M	Buy	13,678 +214	+2%	+$41.7K	0.07%	250
2022 Q2	$2.35M	Sell	13,464 -291	-2%	-$56.1K	0.06%	265
2022 Q1	$2.78M	Sell	13,755 -269	-2%	-$61.9K	0.06%	270
2021 Q4	$3.63M	Buy	+14,024	New	+$3.33M	0.07%	259

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management increased its Lowe's Companies (LOW) stake by 53% in Q2 2025, buying an estimated $6.22M and bringing the position to 80,718 shares worth $17.9M. The position accounts for 0.17% of the portfolio, ranked #142.

Congress Wealth Management first reported a position in LOW in Q4 2021 and has held it in 15 quarters since. The position peaked at $20.2M in Q3 2024. 2,608 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

Congress Wealth Management held 80,718 shares of Lowe's Companies worth $17.9M as of Q2 2025.
Congress Wealth Management bought 27,856 Lowe's Companies shares in Q2 2025, an estimated $6.22M.
Lowe's Companies made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #142 holding.
Congress Wealth Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Lowe's Companies position peaked at $20.2M in Q3 2024.
2,608 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.