Evergreen Private Wealth’s Lowe's Companies LOW Stock Holding History

Evergreen Private Wealth’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	-106	Closed	-$26.6K	–	158
2025 Q3	$26.6K	Hold	106	–	–	0.01%	129
2025 Q2	$23.5K	Hold	106	–	–	0.01%	136
2025 Q1	$24.7K	Hold	106	–	–	0.01%	133
2024 Q4	$26.2K	Hold	106	–	–	0.01%	135
2024 Q3	$28.7K	Hold	106	–	–	0.01%	131
2024 Q2	$23.4K	Hold	106	–	–	0.01%	141
2024 Q1	$27K	Hold	106	–	–	0.01%	138
2023 Q4	$23.6K	Buy	+106	New	+$21.5K	0.01%	138

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

Evergreen Private Wealth's LOW Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 106 shares — an estimated $26.6K sold.

Evergreen Private Wealth first reported a position in LOW in Q4 2023 and held it in 8 quarters. The position peaked at $28.7K in Q3 2024. 2,715 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

Evergreen Private Wealth reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 106 Lowe's Companies shares in Q4 2025, an estimated $26.6K.
Evergreen Private Wealth first reported a position in Lowe's Companies in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Lowe's Companies position peaked at $28.7K in Q3 2024.
2,715 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.