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Fortitude Advisory Group’s Lowe's Companies LOW Stock Holding History

Fortitude Advisory Group’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
-1,484
Closed -$373K – 230
2025
Q3 		$373K Sell
1,484
-177
-11% -$43.5K 0.2% 104
2025
Q2 		$369K Buy
1,661
+5
+0.3% +$1.12K 0.21% 106
2025
Q1 		$355K Buy
1,656
+186
+13% +$45.8K 0.26% 90
2024
Q4 		$363K Sell
1,470
-117
-7% -$31.2K 0.22% 99
2024
Q3 		$430K Sell
1,587
-220
-12% -$53.3K 0.27% 89
2024
Q2 		$398K Buy
1,807
+271
+18% +$61.8K 0.24% 88
2024
Q1 		$391K Sell
1,536
-4
-0.3% -$920 0.22% 100
2023
Q4 		$343K Buy
1,540
+254
+20% +$51.5K 0.21% 109
2023
Q3 		$267K Buy
1,286
+33
+3% +$7.42K 0.18% 129
2023
Q2 		$283K Sell
1,253
-2
-0.2% -$416 0.21% 121
2023
Q1 		$251K Buy
1,255
+31
+3% +$6.3K 0.19% 145
2022
Q4 		$244K Sell
1,224
-15
-1% -$3K 0.21% 148
2022
Q3 		$233K Buy
1,239
+6
+0.5% +$1.17K 0.22% 140
2022
Q2 		$215K Buy
1,233
+86
+7% +$16.6K 0.2% 162
2022
Q1 		$232K Buy
1,147
+659
+135% +$152K 0.12% 177
2021
Q4 		$126K Buy
+488
New +$116K 0.06% 297

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fortitude Advisory Group's LOW Position: Q4 2025 in Review

Fortitude Advisory Group sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 1,484 shares — an estimated $373K sold.

Fortitude Advisory Group first reported a position in LOW in Q4 2021 and held it in 16 quarters. The position peaked at $430K in Q3 2024. 2,709 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • Fortitude Advisory Group reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,484 Lowe's Companies shares in Q4 2025, an estimated $373K.
  • Fortitude Advisory Group first reported a position in Lowe's Companies in Q4 2021 and held it in 16 quarters.
  • Fortitude Advisory Group's Lowe's Companies position peaked at $430K in Q3 2024.
  • 2,709 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Fortitude Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.