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Copley Financial Group’s Lowe's Companies LOW Stock Holding History

Copley Financial Group’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
Q4 		– Sell
-876
Closed -$220K – 123
2025
Q3 		$220K Sell
876
-34
-4% -$8.35K 0.15% 98
2025
Q2 		$202K Buy
+910
New +$203K 0.15% 99
2024
Q4 		– Sell
-913
Closed -$247K – 160
2024
Q3 		$247K Buy
+913
New +$221K 0.22% 91

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Copley Financial Group's LOW Position: Q4 2025 in Review

Copley Financial Group sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 876 shares — an estimated $220K sold.

Copley Financial Group first reported a position in LOW in Q3 2024 and held it in 3 quarters. The position peaked at $247K in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • Copley Financial Group reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • Copley Financial Group sold 876 Lowe's Companies shares in Q4 2025, an estimated $220K.
  • Copley Financial Group first reported a position in Lowe's Companies in Q3 2024 and held it in 3 quarters.
  • Copley Financial Group's Lowe's Companies position peaked at $247K in Q3 2024.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Copley Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.