Iron Horse Wealth Management’s Lowe's Companies LOW Stock Holding History

Iron Horse 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
2025 Q2	$92.5K	Hold	417	–	–	0.03%	93
2025 Q1	$97.3K	Buy	417 +12	+3%	+$2.95K	0.03%	78
2024 Q4	$100K	Buy	405 +90	+29%	+$24K	0.03%	74
2024 Q3	$85.3K	Buy	315 +90	+40%	+$21.8K	0.03%	75
2024 Q2	$49.6K	Hold	225	–	–	0.02%	103
2024 Q1	$57.3K	Buy	225 +90	+67%	+$20.7K	0.02%	82
2023 Q4	$30K	Hold	135	–	–	0.01%	100
2023 Q3	$28.1K	Sell	135 -50	-27%	-$11.2K	0.01%	94
2023 Q2	$41.8K	Hold	185	–	–	0.02%	80
2023 Q1	$37K	Buy	185 +10	+6%	+$2.03K	0.02%	82
2022 Q4	$35K	Buy	175 +100	+133%	+$20K	0.02%	84
2022 Q3	$14K	Sell	75 -100	-57%	-$19.5K	0.02%	78
2022 Q2	$31K	Hold	175	–	–	0.02%	83
2022 Q1	$35K	Hold	175	–	–	0.02%	85
2021 Q4	$45K	Hold	175	–	–	0.03%	74
2021 Q3	$36K	Sell	175 -75	-30%	-$14.9K	0.02%	72
2021 Q2	$48K	Hold	250	–	–	0.03%	66
2021 Q1	$48K	Hold	250	–	–	0.04%	63
2020 Q4	$40K	Buy	+250	New	+$40.6K	0.03%	65

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

Iron Horse Wealth Management's LOW Position: Q2 2025 in Review

Iron Horse Wealth Management held its Lowe's Companies (LOW) position steady in Q2 2025 at 417 shares worth $92.5K. The position accounts for 0.03% of the portfolio, ranked #93.

Iron Horse Wealth Management first reported a position in LOW in Q4 2020 and has held it in 19 quarters since. The position peaked at $100K in Q4 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

Iron Horse Wealth Management held 417 shares of Lowe's Companies worth $92.5K as of Q2 2025.
Iron Horse Wealth Management left its Lowe's Companies share count unchanged in Q2 2025.
Lowe's Companies made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #93 holding.
Iron Horse Wealth Management first reported a position in Lowe's Companies in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Lowe's Companies position peaked at $100K in Q4 2024.
2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.