DBRC
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D.B. Root & Company’s Lowe's Companies LOW Stock Holding History

D.B. Root & Company’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
Q1 		– Sell
-828
Closed -$204K – 194
2024
Q4 		$204K Buy
828
+54
+7% +$14.4K 0.07% 179
2024
Q3 		$210K Buy
+774
New +$187K 0.07% 176
2021
Q4 		– Sell
-1,052
Closed -$213K – 196
2021
Q3 		$213K Buy
1,052
+9
+0.9% +$1.79K 0.08% 186
2021
Q2 		$202K Buy
+1,043
New +$204K 0.08% 197

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

D.B. Root & Company's LOW Position: Q1 2025 in Review

D.B. Root & Company sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 828 shares — an estimated $204K sold.

D.B. Root & Company first reported a position in LOW in Q2 2021 and held it in 4 quarters. The position peaked at $213K in Q3 2021. 2,642 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • D.B. Root & Company reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • D.B. Root & Company sold 828 Lowe's Companies shares in Q1 2025, an estimated $204K.
  • D.B. Root & Company first reported a position in Lowe's Companies in Q2 2021 and held it in 4 quarters.
  • D.B. Root & Company's Lowe's Companies position peaked at $213K in Q3 2021.
  • 2,642 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on D.B. Root & Company's 13F filing for Q1 2025, filed 14 May 2025.