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

Executive 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
2024 Q4	$271K	Sell	1,099 -88	-7%	-$23.5K	0.02%	224
2024 Q3	$321K	Buy	+1,187	New	+$287K	0.03%	215
2024 Q2	–	Sell	-1,149	Closed	-$286K	–	202
2024 Q1	$286K	Buy	1,149 +129	+13%	+$29.7K	0.03%	201
2023 Q4	$227K	Sell	1,020 -12	-1%	-$2.43K	0.02%	199
2023 Q3	$215K	Buy	1,032 +3	+0.3%	+$675	0.02%	188
2023 Q2	$232K	Buy	1,029 +2	+0.2%	+$416	0.02%	186
2023 Q1	$206K	Buy	+1,027	New	+$209K	0.02%	188
2019 Q3	–	Sell	-216	Closed	-$22K	–	503
2019 Q2	$22K	Buy	216 +1	+0.5%	+$105	﹤0.01%	457
2019 Q1	$24K	Sell	215 -1,394	-87%	-$139K	﹤0.01%	398
2018 Q4	$149K	Buy	+1,609	New	+$155K	0.03%	163

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Executive Wealth Management's LOW Position: Q4 2024 in Review

Executive Wealth Management reduced its Lowe's Companies (LOW) stake by 7.4% in Q4 2024, selling an estimated $23.5K and leaving 1,099 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #224.

Executive Wealth Management first reported a position in LOW in Q4 2018 and has held it in 10 quarters since. The position peaked at $321K in Q3 2024. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Executive Wealth Management held 1,099 shares of Lowe's Companies worth $271K as of Q4 2024.
Executive Wealth Management sold 88 Lowe's Companies shares in Q4 2024, an estimated $23.5K.
Lowe's Companies made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #224 holding.
Executive Wealth Management first reported a position in Lowe's Companies in Q4 2018 and has held it in 10 quarters since.
Executive Wealth Management's Lowe's Companies position peaked at $321K in Q3 2024.
2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.