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

Liberty 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 		– Sell
-813
Closed -$220K – 234
2024
Q3 		$220K Sell
813
-18,499
-96% -$4.48M 0.04% 197
2024
Q2 		$218K Buy
19,312
+18,364
+1,937% +$4.19M 0.04% 185
2024
Q1 		$242K Buy
948
+3
+0.3% +$690 0.05% 162
2023
Q4 		$210K Sell
945
-450
-32% -$91.2K 0.05% 157
2023
Q3 		$290K Sell
1,395
-122
-8% -$27.4K 0.07% 134
2023
Q2 		$342K Sell
1,517
-1,086
-42% -$226K 0.08% 124
2023
Q1 		$513K Buy
+2,603
New +$529K 0.11% 125
2022
Q3 		$264K Buy
1,408
+3
+0.2% +$584 0.07% 120
2022
Q2 		$245K Buy
1,405
+2
+0.1% +$386 0.1% 123
2022
Q1 		$283K Buy
1,403
+2
+0.1% +$460 0.1% 114
2021
Q4 		$362 Sell
1,401
-485
-26% -$115K 0.02% 115
2021
Q3 		$395K Buy
1,886
+479
+34% +$95.5K 0.14% 92
2021
Q2 		$273K Buy
1,407
+19
+1% +$3.72K 0.11% 105
2021
Q1 		$226K Hold
1,388
– – 0.11% 98
2020
Q4 		$226K Buy
1,388
+107
+8% +$17.4K 0.11% 97
2020
Q3 		$212K Sell
1,281
-188
-13% -$28.9K 0.13% 90
2020
Q2 		$198K Sell
1,469
-81
-5% -$9.25K 0.14% 92
2020
Q1 		$133K Sell
1,550
-227
-13% -$24.8K 0.12% 113
2019
Q4 		$213K Sell
1,777
-27
-1% -$3.09K 0.17% 99
2019
Q3 		$198K Buy
1,804
+219
+14% +$23.1K 0.19% 98
2019
Q2 		$160K Buy
1,585
+6
+0.4% +$633 0.14% 123
2019
Q1 		$172K Buy
1,579
+7
+0.4% +$699 0.13% 96
2018
Q4 		$145K Buy
+1,572
New +$152K 0.11% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Liberty Wealth Management sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 813 shares — an estimated $220K sold.

Liberty Wealth Management first reported a position in LOW in Q4 2018 and held it in 23 quarters. The position peaked at $513K in Q1 2023. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Liberty Wealth Management reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 813 Lowe's Companies shares in Q4 2024, an estimated $220K.
  • Liberty Wealth Management first reported a position in Lowe's Companies in Q4 2018 and held it in 23 quarters.
  • Liberty Wealth Management's Lowe's Companies position peaked at $513K in Q1 2023.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

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