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

Fairhaven 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 		$4.86M Buy
19,682
+1
+0% +$267 1.52% 17
2024
Q3 		$5.33M Buy
19,681
+32
+0.2% +$7.75K 1.63% 15
2024
Q2 		$4.33M Buy
19,649
+64
+0.3% +$14.6K 1.44% 16
2024
Q1 		$4.99M Sell
19,585
-463
-2% -$106K 1.71% 14
2023
Q4 		$4.46M Sell
20,048
-411
-2% -$83.3K 1.63% 15
2023
Q3 		$4.25M Buy
20,459
+152
+0.7% +$34.2K 1.7% 14
2023
Q2 		$4.58M Buy
+20,307
New +$4.22M 1.75% 13
2022
Q4 		$4M Buy
20,069
+728
+4% +$146K 1.7% 14
2022
Q3 		$3.63M Sell
19,341
-272
-1% -$53K 1.62% 13
2022
Q2 		$3.43M Buy
19,613
+181
+0.9% +$34.9K 1.61% 13
2022
Q1 		$3.93M Buy
19,432
+286
+1% +$65.8K 1.59% 13
2021
Q4 		$4.95M Buy
19,146
+130
+0.7% +$30.9K 1.93% 11
2021
Q3 		$3.86M Buy
19,016
+1,966
+12% +$392K 1.59% 15
2021
Q2 		$3.31M Buy
17,050
+183
+1% +$35.8K 1.32% 20
2021
Q1 		$3.21M Buy
16,867
+2,134
+14% +$366K 1.35% 18
2020
Q4 		$2.37M Buy
14,733
+2,029
+16% +$330K 1.04% 22
2020
Q3 		$2.11M Buy
12,704
+602
+5% +$92.7K 1.25% 18
2020
Q2 		$1.64M Buy
12,102
+1,277
+12% +$146K 1.08% 18
2020
Q1 		$931K Buy
10,825
+2,997
+38% +$327K 0.84% 26
2019
Q4 		$937K Sell
7,828
-64
-0.8% -$7.32K 0.78% 20
2019
Q3 		$868K Hold
7,892
– – 0.81% 19
2019
Q2 		$796K Buy
7,892
+251
+3% +$26.5K 0.74% 22
2019
Q1 		$836K Buy
7,641
+70
+0.9% +$6.99K 0.8% 19
2018
Q4 		$699K Buy
+7,571
New +$730K 0.69% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fairhaven Wealth Management increased its Lowe's Companies (LOW) stake by 0.01% in Q4 2024, buying an estimated $267 and bringing the position to 19,682 shares worth $4.86M. The position accounts for 1.52% of the portfolio, ranked #17.

Fairhaven Wealth Management first reported a position in LOW in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.33M in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Fairhaven Wealth Management held 19,682 shares of Lowe's Companies worth $4.86M as of Q4 2024.
  • Fairhaven Wealth Management bought 1 Lowe's Companies share in Q4 2024, an estimated $267.
  • Lowe's Companies made up 1.52% of Fairhaven Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Fairhaven Wealth Management first reported a position in Lowe's Companies in Q4 2018 and has held it in 24 quarters since.
  • Fairhaven Wealth Management's Lowe's Companies position peaked at $5.33M in Q3 2024.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.