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Lokken Investment Group’s Lowe's Companies LOW Stock Holding History

Lokken Investment Group’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
Q3 		$1.91M Buy
7,617
+112
+1% +$27.5K 0.66% 41
2025
Q2 		$1.67M Buy
7,505
+346
+5% +$77.2K 0.64% 43
2025
Q1 		$1.67M Buy
7,159
+235
+3% +$57.8K 0.7% 35
2024
Q4 		$1.71M Sell
6,924
-33
-0.5% -$8.81K 0.74% 34
2024
Q3 		$1.88M Buy
6,957
+389
+6% +$94.2K 0.79% 35
2024
Q2 		$1.45M Buy
6,568
+526
+9% +$120K 0.68% 37
2024
Q1 		$1.54M Buy
6,042
+187
+3% +$43K 0.77% 32
2023
Q4 		$1.3M Buy
5,855
+608
+12% +$123K 0.74% 32
2023
Q3 		$1.09M Sell
5,247
-147
-3% -$33.1K 0.71% 34
2023
Q2 		$1.22M Buy
5,394
+238
+5% +$49.5K 0.79% 31
2023
Q1 		$1.03M Buy
5,156
+394
+8% +$80K 0.78% 31
2022
Q4 		$949K Sell
4,762
-96
-2% -$19.2K 0.75% 32
2022
Q3 		$912K Buy
4,858
+69
+1% +$13.4K 0.79% 31
2022
Q2 		$836K Buy
4,789
+125
+3% +$24.1K 0.68% 31
2022
Q1 		$922K Sell
4,664
-592
-11% -$136K 0.73% 32
2021
Q4 		$1.36M Sell
5,256
-81
-2% -$19.3K 0.97% 25
2021
Q3 		$1.08M Sell
5,337
-117
-2% -$23.3K 0.86% 27
2021
Q2 		$1.06M Buy
5,454
+213
+4% +$41.7K 0.86% 29
2021
Q1 		$997K Buy
5,241
+278
+6% +$47.7K 0.88% 27
2020
Q4 		$797K Buy
+4,963
New +$806K 0.73% 31

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's LOW Position: Q3 2025 in Review

Lokken Investment Group increased its Lowe's Companies (LOW) stake by 1.5% in Q3 2025, buying an estimated $27.5K and bringing the position to 7,617 shares worth $1.91M. The position accounts for 0.66% of the portfolio, ranked #41.

Lokken Investment Group first reported a position in LOW in Q4 2020 and has held it in 20 quarters since. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

  • Lokken Investment Group held 7,617 shares of Lowe's Companies worth $1.91M as of Q3 2025.
  • Lokken Investment Group bought 112 Lowe's Companies shares in Q3 2025, an estimated $27.5K.
  • Lowe's Companies made up 0.66% of Lokken Investment Group's portfolio in Q3 2025, its #41 holding.
  • Lokken Investment Group first reported a position in Lowe's Companies in Q4 2020 and has held it in 20 quarters since.
  • 2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.