LA
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LM Advisors’s Lowe's Companies LOW Stock Holding History

LM 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 		– Sell
-4,159
Closed -$970K – 214
2025
Q1 		$970K Buy
+4,159
New +$1.02M 0.17% 91
2024
Q3 		– Sell
-1,200
Closed -$265K – 180
2024
Q2 		$265K Sell
1,200
-1,262
-51% -$288K ﹤0.01% 161
2024
Q1 		$627K Hold
2,462
– – 0.1% 120
2023
Q4 		$548K Buy
+2,462
New +$499K 0.11% 110

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

LM Advisors's LOW Position: Q2 2025 in Review

LM Advisors sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 4,159 shares — an estimated $970K sold.

LM Advisors first reported a position in LOW in Q4 2023 and held it in 4 quarters. The position peaked at $970K in Q1 2025. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • LM Advisors reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 4,159 Lowe's Companies shares in Q2 2025, an estimated $970K.
  • LM Advisors first reported a position in Lowe's Companies in Q4 2023 and held it in 4 quarters.
  • LM Advisors's Lowe's Companies position peaked at $970K in Q1 2025.
  • 2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.