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Ellis Investment Partners’s Lowe's Companies LOW Stock Holding History

Ellis Investment Partners’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
-950
Closed -$239K – 261
2025
Q3 		$239K Sell
950
-19
-2% -$4.67K 0.04% 212
2025
Q2 		$215K Buy
969
+27
+3% +$6.03K 0.04% 226
2025
Q1 		$220K Sell
942
-27
-3% -$6.64K 0.05% 216
2024
Q4 		$239K Sell
969
-142
-13% -$37.9K 0.05% 213
2024
Q3 		$301K Buy
1,111
+3
+0.3% +$727 0.06% 189
2024
Q2 		$244K Buy
1,108
+166
+18% +$37.9K 0.05% 203
2024
Q1 		$240K Sell
942
-27
-3% -$6.21K 0.05% 196
2023
Q4 		$216K Buy
+969
New +$196K 0.05% 206
2022
Q4 		– Sell
-850
Closed -$159K – 501
2022
Q3 		$159K Buy
850
+3
+0.4% +$584 0.04% 219
2022
Q2 		$147K Sell
847
-5
-0.6% -$964 0.04% 249
2022
Q1 		$172K Buy
852
+2
+0.2% +$460 0.04% 245
2021
Q4 		$219K Buy
850
+10
+1% +$2.38K 0.05% 209
2021
Q3 		$170K Buy
840
+3
+0.4% +$598 0.04% 234
2021
Q2 		$162K Buy
837
+1
+0.1% +$196 0.04% 237
2021
Q1 		$159K Sell
836
-136
-14% -$23.3K 0.04% 230
2020
Q4 		$156K Buy
972
+118
+14% +$19.2K 0.05% 228
2020
Q3 		$141K Buy
854
+75
+10% +$11.5K 0.05% 219
2020
Q2 		$105K Buy
779
+3
+0.4% +$343 0.04% 251
2020
Q1 		$62K Buy
776
+69
+10% +$7.54K 0.03% 262
2019
Q4 		$85K Buy
707
+2
+0.3% +$229 0.03% 259
2019
Q3 		$77K Buy
705
+44
+7% +$4.64K 0.03% 267
2019
Q2 		$67K Buy
+661
New +$69.7K 0.03% 293

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ellis Investment Partners's LOW Position: Q4 2025 in Review

Ellis Investment Partners sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 950 shares — an estimated $239K sold.

Ellis Investment Partners first reported a position in LOW in Q2 2019 and held it in 22 quarters. The position peaked at $301K in Q3 2024. 2,715 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • Ellis Investment Partners reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • Ellis Investment Partners sold 950 Lowe's Companies shares in Q4 2025, an estimated $239K.
  • Ellis Investment Partners first reported a position in Lowe's Companies in Q2 2019 and held it in 22 quarters.
  • Ellis Investment Partners's Lowe's Companies position peaked at $301K in Q3 2024.
  • 2,715 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Ellis Investment Partners's 13F filing for Q4 2025, filed 2 Feb 2026.