J.W. Coons Advisors’s Lowe's Companies LOW Stock Holding History

J.W. Coons 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
2025 Q2	$1.96M	Buy	8,826 +135	+2%	+$30.1K	0.44%	59
2025 Q1	$2.03M	Hold	8,691	–	–	0.53%	51
2024 Q4	$2.14M	Sell	8,691 -25	-0.3%	-$6.68K	0.55%	49
2024 Q3	$2.36M	Hold	8,716	–	–	0.59%	44
2024 Q2	$1.92M	Buy	8,716 +520	+6%	+$119K	0.46%	53
2024 Q1	$2.09M	Sell	8,196 -100	-1%	-$23K	0.47%	49
2023 Q4	$1.85M	Sell	8,296 -100	-1%	-$20.3K	0.5%	48
2023 Q3	$1.75M	Hold	8,396	–	–	0.5%	50
2023 Q2	$1.89M	Hold	8,396	–	–	0.52%	50
2023 Q1	$1.68M	Hold	8,396	–	–	0.48%	53
2022 Q4	$1.67M	Sell	8,396 -600	-7%	-$120K	0.5%	53
2022 Q3	$1.69M	Buy	8,996 +400	+5%	+$77.9K	0.64%	50
2022 Q2	$1.5M	Buy	8,596 +444	+5%	+$85.6K	0.53%	54
2022 Q1	$1.68M	Buy	8,152 +2,060	+34%	+$474K	0.5%	55
2021 Q4	$1.58M	Sell	6,092 -667	-10%	-$159K	0.48%	59
2021 Q3	$1.37M	Hold	6,759	–	–	0.47%	63
2021 Q2	$1.31M	Sell	6,759 -350	-5%	-$68.5K	0.46%	62
2021 Q1	$1.35M	Sell	7,109 -350	-5%	-$60.1K	0.48%	60
2020 Q4	$1.2M	Sell	7,459 -150	-2%	-$24.4K	0.46%	60
2020 Q3	$1.26M	Sell	7,609 -200	-3%	-$30.8K	0.53%	56
2020 Q2	$1.06M	Buy	7,809 +560	+8%	+$64K	0.47%	62
2020 Q1	$625K	Buy	+7,249	New	+$792K	0.33%	85

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

J.W. Coons Advisors's LOW Position: Q2 2025 in Review

J.W. Coons Advisors increased its Lowe's Companies (LOW) stake by 1.6% in Q2 2025, buying an estimated $30.1K and bringing the position to 8,826 shares worth $1.96M. The position accounts for 0.44% of the portfolio, ranked #59.

J.W. Coons Advisors first reported a position in LOW in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.36M in Q3 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

J.W. Coons Advisors held 8,826 shares of Lowe's Companies worth $1.96M as of Q2 2025.
J.W. Coons Advisors bought 135 Lowe's Companies shares in Q2 2025, an estimated $30.1K.
Lowe's Companies made up 0.44% of J.W. Coons Advisors's portfolio in Q2 2025, its #59 holding.
J.W. Coons Advisors first reported a position in Lowe's Companies in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Lowe's Companies position peaked at $2.36M in Q3 2024.
2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.