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

Gray 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	$231K	Buy	936 +139	+17%	+$37.1K	0.09%	119
2024 Q3	$216K	Buy	+797	New	+$193K	0.09%	130
2024 Q2	–	Sell	-814	Closed	-$207K	–	136
2024 Q1	$207K	Buy	+814	New	+$187K	0.09%	134
2023 Q3	–	Sell	-956	Closed	-$216K	–	137
2023 Q2	$216K	Buy	+956	New	+$199K	0.11%	119
2022 Q1	–	Sell	-1,054	Closed	-$272K	–	127
2021 Q4	$272K	Sell	1,054 -250	-19%	-$59.4K	0.14%	100
2021 Q3	$265K	Buy	1,304 +117	+10%	+$23.3K	0.15%	96
2021 Q2	$230K	Buy	1,187 +122	+11%	+$23.9K	0.13%	103
2021 Q1	$203K	Buy	+1,065	New	+$183K	0.13%	106

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

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

Gray Wealth Management increased its Lowe's Companies (LOW) stake by 17% in Q4 2024, buying an estimated $37.1K and bringing the position to 936 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #119.

Gray Wealth Management first reported a position in LOW in Q1 2021 and has held it in 8 quarters since. The position peaked at $272K in Q4 2021. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Gray Wealth Management held 936 shares of Lowe's Companies worth $231K as of Q4 2024.
Gray Wealth Management bought 139 Lowe's Companies shares in Q4 2024, an estimated $37.1K.
Lowe's Companies made up 0.09% of Gray Wealth Management's portfolio in Q4 2024, its #119 holding.
Gray Wealth Management first reported a position in Lowe's Companies in Q1 2021 and has held it in 8 quarters since.
Gray Wealth Management's Lowe's Companies position peaked at $272K in Q4 2021.
2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.