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Heritage Financial Services’s Lowe's Companies LOW Stock Holding History

Heritage Financial Services’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 		$233K Sell
967
-15
-2% -$3.6K 0.02% 114
2025
Q3 		$247K Sell
982
-155
-14% -$38.1K 0.02% 118
2025
Q2 		$252K Buy
1,137
+17
+2% +$3.79K 0.02% 105
2025
Q1 		$261K Buy
1,120
+40
+4% +$9.84K 0.03% 99
2024
Q4 		$267K Hold
1,080
– – 0.04% 92
2024
Q3 		$293K Buy
1,080
+125
+13% +$30.3K 0.04% 81
2024
Q2 		$211K Sell
955
-16
-2% -$3.65K 0.03% 101
2024
Q1 		$247K Buy
971
+55
+6% +$12.6K 0.04% 86
2023
Q4 		$204K Sell
916
-50
-5% -$10.1K 0.03% 98
2023
Q3 		$201K Hold
966
– – 0.04% 79
2023
Q2 		$218K Buy
+966
New +$201K 0.04% 75
2022
Q3 		– Sell
-936
Closed -$163K – 292
2022
Q2 		$163K Sell
936
-145
-13% -$28K 0.09% 79
2022
Q1 		$218K Sell
1,081
-161
-13% -$37K 0.14% 72
2021
Q4 		$321K Buy
+1,242
New +$295K 0.25% 58

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

Heritage Financial Services's LOW Position: Q4 2025 in Review

Heritage Financial Services reduced its Lowe's Companies (LOW) stake by 1.5% in Q4 2025, selling an estimated $3.6K and leaving 967 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #114.

Heritage Financial Services first reported a position in LOW in Q4 2021 and has held it in 14 quarters since. The position peaked at $321K in Q4 2021. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • Heritage Financial Services held 967 shares of Lowe's Companies worth $233K as of Q4 2025.
  • Heritage Financial Services sold 15 Lowe's Companies shares in Q4 2025, an estimated $3.6K.
  • Lowe's Companies made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #114 holding.
  • Heritage Financial Services first reported a position in Lowe's Companies in Q4 2021 and has held it in 14 quarters since.
  • Heritage Financial Services's Lowe's Companies position peaked at $321K in Q4 2021.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.