Geller Advisors’s Lowe's Companies LOW Stock Holding History

Geller Advisors’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	$592K	Sell	2,399 -17	-0.7%	-$4.54K	0.04%	115
2024 Q3	$654K	Buy	2,416 +86	+4%	+$20.8K	0.05%	106
2024 Q2	$514K	Buy	2,330 +32	+1%	+$7.3K	0.04%	136
2024 Q1	$585K	Buy	2,298 +41	+2%	+$9.43K	0.05%	119
2023 Q4	$502K	Buy	2,257 +2	+0.1%	+$405	0.05%	123
2023 Q3	$469K	Buy	2,255 +1,269	+129%	+$285K	0.05%	122
2023 Q2	$223K	Sell	986 -503	-34%	-$105K	0.03%	230
2023 Q1	$298K	Buy	+1,489	New	+$302K	0.04%	122
2022 Q1	–	Sell	-1,005	Closed	-$260K	–	179
2021 Q4	$260K	Sell	1,005 -11	-1%	-$2.62K	0.05%	130
2021 Q3	$206K	Buy	+1,016	New	+$202K	0.04%	154

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

Geller Advisors's LOW Position: Q4 2024 in Review

Geller Advisors reduced its Lowe's Companies (LOW) stake by 0.7% in Q4 2024, selling an estimated $4.54K and leaving 2,399 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #115.

Geller Advisors first reported a position in LOW in Q3 2021 and has held it in 10 quarters since. The position peaked at $654K in Q3 2024. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Geller Advisors held 2,399 shares of Lowe's Companies worth $592K as of Q4 2024.
Geller Advisors sold 17 Lowe's Companies shares in Q4 2024, an estimated $4.54K.
Lowe's Companies made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #115 holding.
Geller Advisors first reported a position in Lowe's Companies in Q3 2021 and has held it in 10 quarters since.
Geller Advisors's Lowe's Companies position peaked at $654K in Q3 2024.
2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.