Global Financial Private Client’s Lowe's Companies LOW Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-313	Closed	-$73K	–	998
2025 Q1	$73K	Buy	313 +10	+3%	+$2.46K	0.03%	296
2024 Q4	$74.8K	Buy	303 +3	+1%	+$801	0.03%	289
2024 Q3	$81.3K	Buy	300 +39	+15%	+$9.45K	0.03%	277
2024 Q2	$57.5K	Sell	261 -160	-38%	-$36.5K	0.02%	287
2024 Q1	$105K	Hold	421	–	–	0.05%	232
2023 Q4	$93.7K	Hold	421	–	–	0.04%	238
2023 Q3	$86.6K	Hold	421	–	–	0.04%	226
2023 Q2	$94.6K	Hold	421	–	–	0.05%	223
2023 Q1	$85.9K	Hold	421	–	–	0.04%	228
2022 Q4	$83.9K	Hold	421	–	–	0.05%	217
2022 Q3	$81.6K	Buy	421 +160	+61%	+$31.2K	0.05%	214
2022 Q2	$46.3K	Buy	261 +250	+2,273%	+$48.2K	0.03%	267
2022 Q1	$2.23K	Hold	11	–	–	﹤0.01%	527
2021 Q4	$2.84K	Hold	11	–	–	﹤0.01%	496
2021 Q3	$2.24K	Hold	11	–	–	﹤0.01%	465
2021 Q2	$2.15K	Hold	11	–	–	﹤0.01%	474
2021 Q1	$2.1K	Hold	11	–	–	﹤0.01%	429
2020 Q4	$1.77K	Buy	+11	New	+$1.79K	﹤0.01%	435
2020 Q2	–	Sell	-20	Closed	-$1.61K	–	530
2020 Q1	$1.61K	Sell	20 -28	-58%	-$3.06K	﹤0.01%	465
2019 Q4	$5.75K	Buy	+48	New	+$5.49K	﹤0.01%	408

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Global Financial Private Client's LOW Position: Q2 2025 in Review

Global Financial Private Client sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 313 shares — an estimated $73K sold.

Global Financial Private Client first reported a position in LOW in Q4 2019 and held it in 20 quarters. The position peaked at $105K in Q1 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

Global Financial Private Client reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 313 Lowe's Companies shares in Q2 2025, an estimated $73K.
Global Financial Private Client first reported a position in Lowe's Companies in Q4 2019 and held it in 20 quarters.
Global Financial Private Client's Lowe's Companies position peaked at $105K in Q1 2024.
2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.