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

Elmwood 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 Q4	–	Sell	-800	Closed	-$201K	–	173
2025 Q3	$201K	Buy	+800	New	+$197K	0.07%	137
2024 Q2	–	Sell	-825	Closed	-$210K	–	125
2024 Q1	$210K	Buy	+825	New	+$190K	0.09%	119
2022 Q2	–	Sell	-1,195	Closed	-$242K	–	115
2022 Q1	$242K	Sell	1,195 -5	-0.4%	-$1.15K	0.12%	105
2021 Q4	$310K	Buy	+1,200	New	+$285K	0.15%	102
2021 Q2	$252K	Hold	1,300	–	–	0.13%	100
2021 Q1	$247K	Buy	+1,300	New	+$223K	0.15%	96
2020 Q3	$236K	Hold	1,750	–	–	0.19%	81
2020 Q2	$236K	Sell	1,750 -9,552	-85%	-$1.09M	0.19%	81
2020 Q1	$992K	Buy	11,302 +3,327	+42%	+$364K	0.95%	38
2019 Q4	$955K	Sell	7,975 -312	-4%	-$35.7K	0.83%	50
2019 Q3	$911K	Sell	8,287 -156	-2%	-$16.5K	0.92%	47
2019 Q2	$852K	Sell	8,443 -470	-5%	-$49.6K	0.75%	55
2019 Q1	$976K	Sell	8,913 -680	-7%	-$67.9K	0.9%	41
2018 Q4	$886K	Sell	9,593 -352	-4%	-$33.9K	0.86%	39
2018 Q3	$1.14M	Sell	9,945 -830	-8%	-$86.5K	0.95%	38
2018 Q2	$1.03M	Sell	10,775 -527	-5%	-$47.7K	0.94%	38
2018 Q1	$992K	Buy	+11,302	New	+$1.07M	0.95%	38

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

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

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

Norges Bank Oslo, Norway $1T AUM

Elmwood Wealth Management's LOW Position: Q4 2025 in Review

Elmwood Wealth Management sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 800 shares — an estimated $201K sold.

Elmwood Wealth Management first reported a position in LOW in Q1 2018 and held it in 17 quarters. The position peaked at $1.14M in Q3 2018. 2,714 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

Elmwood Wealth Management reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
Elmwood Wealth Management sold 800 Lowe's Companies shares in Q4 2025, an estimated $201K.
Elmwood Wealth Management first reported a position in Lowe's Companies in Q1 2018 and held it in 17 quarters.
Elmwood Wealth Management's Lowe's Companies position peaked at $1.14M in Q3 2018.
2,714 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Elmwood Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.