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ERn Financial LLC’s Lowe's Companies LOW Stock Holding History

ERn Financial LLC’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
-911
Closed -$225K – 189
2024
Q4 		$225K Buy
911
+8
+0.9% +$2.14K 0.03% 181
2024
Q3 		$245K Buy
+903
New +$219K 0.04% 171
2024
Q2 		– Sell
-883
Closed -$225K – 180
2024
Q1 		$225K Buy
+883
New +$203K 0.04% 165
2022
Q1 		– Sell
-971
Closed -$251K – 180
2021
Q4 		$251K Buy
+971
New +$231K 0.06% 137

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

ERn Financial LLC's LOW Position: Q1 2025 in Review

ERn Financial LLC sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 911 shares — an estimated $225K sold.

ERn Financial LLC first reported a position in LOW in Q4 2021 and held it in 4 quarters. The position peaked at $251K in Q4 2021. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • ERn Financial LLC reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • ERn Financial LLC sold 911 Lowe's Companies shares in Q1 2025, an estimated $225K.
  • ERn Financial LLC first reported a position in Lowe's Companies in Q4 2021 and held it in 4 quarters.
  • ERn Financial LLC's Lowe's Companies position peaked at $251K in Q4 2021.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on ERn Financial LLC's 13F filing for Q1 2025, filed 21 Apr 2025.