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Keudell/Morrison Wealth Management’s Lowe's Companies LOW Stock Holding History

Keudell/Morrison 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
Q1 		– Sell
-819
Closed -$202K – 227
2024
Q4 		$202K Sell
819
-1
-0.1% -$267 0.05% 213
2024
Q3 		$222K Buy
+820
New +$199K 0.06% 197

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Keudell/Morrison Wealth Management's LOW Position: Q1 2025 in Review

Keudell/Morrison Wealth Management sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 819 shares — an estimated $202K sold.

Keudell/Morrison Wealth Management first reported a position in LOW in Q3 2024 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Keudell/Morrison Wealth Management reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 819 Lowe's Companies shares in Q1 2025, an estimated $202K.
  • Keudell/Morrison Wealth Management first reported a position in Lowe's Companies in Q3 2024 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's Lowe's Companies position peaked at $222K in Q3 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.