LIM
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Loudon Investment Management’s T. Rowe Price TROW Stock Holding History

Loudon Investment Management’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,910
Closed -$216K – 99
2024
Q4 		$216K Buy
+1,910
New +$221K 0.12% 94
2024
Q3 		– Sell
-1,770
Closed -$204K – 101
2024
Q2 		$204K Hold
1,770
– – 0.12% 97
2024
Q1 		$216K Sell
1,770
-17,734
-91% -$1.98M 0.12% 93
2023
Q4 		$2.1M Sell
19,504
-4,800
-20% -$478K 1.3% 28
2023
Q3 		$2.55M Sell
24,304
-1,319
-5% -$149K 1.75% 19
2023
Q2 		$2.87M Buy
25,623
+487
+2% +$53.3K 1.89% 19
2023
Q1 		$2.84M Buy
25,136
+825
+3% +$94.3K 1.97% 18
2022
Q4 		$2.65M Buy
24,311
+4,583
+23% +$519K 1.91% 17
2022
Q3 		$2.07M Buy
+19,728
New +$2.35M 1.65% 19

Other funds holding TROW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return

Loudon Investment Management's TROW Position: Q1 2025 in Review

Loudon Investment Management sold out of T. Rowe Price (TROW) in Q1 2025, closing a stake of 1,910 shares — an estimated $216K sold.

Loudon Investment Management first reported a position in TROW in Q3 2022 and held it in 9 quarters. The position peaked at $2.87M in Q2 2023. 1,084 funds tracked by Wall St. Rank hold TROW as of Q1 2025.

  • Loudon Investment Management reported no remaining T. Rowe Price position as of Q1 2025 after selling out during the quarter.
  • Loudon Investment Management sold 1,910 T. Rowe Price shares in Q1 2025, an estimated $216K.
  • Loudon Investment Management first reported a position in T. Rowe Price in Q3 2022 and held it in 9 quarters.
  • Loudon Investment Management's T. Rowe Price position peaked at $2.87M in Q2 2023.
  • 1,084 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2025.

Based on Loudon Investment Management's 13F filing for Q1 2025, filed 6 May 2025.