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

Endowment 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 		– Sell
-1,482
Closed -$346K – 160
2025
Q1 		$346K Buy
1,482
+34
+2% +$8.37K 0.22% 88
2024
Q4 		$357K Sell
1,448
-45
-3% -$12K 0.24% 84
2024
Q3 		$404K Sell
1,493
-50
-3% -$12.1K 0.27% 76
2024
Q2 		$340K Buy
1,543
+21
+1% +$4.79K 0.25% 85
2024
Q1 		$388K Sell
1,522
-7
-0.5% -$1.61K 0.29% 75
2023
Q4 		$340K Buy
1,529
+6
+0.4% +$1.22K 0.28% 81
2023
Q3 		$317K Sell
1,523
-11
-0.7% -$2.48K 0.28% 88
2023
Q2 		$346K Buy
1,534
+92
+6% +$19.1K 0.32% 85
2023
Q1 		$288K Sell
1,442
-3
-0.2% -$609 0.29% 90
2022
Q4 		$288K Sell
1,445
-29
-2% -$5.8K 0.32% 76
2022
Q3 		$277K Buy
1,474
+114
+8% +$22.2K 0.34% 77
2022
Q2 		$237K Buy
1,360
+27
+2% +$5.21K 0.29% 87
2022
Q1 		$269K Buy
1,333
+71
+6% +$16.3K 0.28% 82
2021
Q4 		$326K Buy
+1,262
New +$300K 0.33% 65

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Endowment Wealth Management sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 1,482 shares — an estimated $346K sold.

Endowment Wealth Management first reported a position in LOW in Q4 2021 and held it in 14 quarters. The position peaked at $404K in Q3 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Endowment Wealth Management reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 1,482 Lowe's Companies shares in Q2 2025, an estimated $346K.
  • Endowment Wealth Management first reported a position in Lowe's Companies in Q4 2021 and held it in 14 quarters.
  • Endowment Wealth Management's Lowe's Companies position peaked at $404K in Q3 2024.
  • 2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Endowment Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.