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Marcum Wealth’s Lowe's Companies LOW Stock Holding History

Marcum Wealth’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 		$451K Sell
1,933
-82
-4% -$20.2K 0.04% 206
2024
Q4 		$497K Sell
2,015
-22
-1% -$5.88K 0.04% 195
2024
Q3 		$552K Sell
2,037
-33
-2% -$7.99K 0.05% 181
2024
Q2 		$456K Buy
2,070
+32
+2% +$7.3K 0.05% 212
2024
Q1 		$519K Buy
2,038
+222
+12% +$51K 0.05% 187
2023
Q4 		$404K Sell
1,816
-268
-13% -$54.3K 0.04% 210
2023
Q3 		$433K Buy
2,084
+24
+1% +$5.4K 0.05% 195
2023
Q2 		$465K Sell
2,060
-5
-0.2% -$1.04K 0.05% 185
2023
Q1 		$413K Buy
2,065
+71
+4% +$14.4K 0.05% 203
2022
Q4 		$397K Sell
1,994
-145
-7% -$29K 0.05% 196
2022
Q3 		$402K Buy
2,139
+229
+12% +$44.6K 0.06% 186
2022
Q2 		$334K Buy
1,910
+115
+6% +$22.2K 0.05% 217
2022
Q1 		$363K Sell
1,795
-51
-3% -$11.7K 0.05% 213
2021
Q4 		$477K Sell
1,846
-346
-16% -$82.3K 0.07% 175
2021
Q3 		$445K Sell
2,192
-4,605
-68% -$918K 0.07% 169
2021
Q2 		$1.32M Buy
6,797
+72
+1% +$14.1K 0.21% 64
2021
Q1 		$1.28M Buy
6,725
+5,329
+382% +$914K 0.21% 67
2020
Q4 		$224K Sell
1,396
-2
-0.1% -$325 0.05% 129
2020
Q3 		$232K Buy
+1,398
New +$215K 0.07% 101

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

Marcum Wealth's LOW Position: Q1 2025 in Review

Marcum Wealth reduced its Lowe's Companies (LOW) stake by 4.1% in Q1 2025, selling an estimated $20.2K and leaving 1,933 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #206.

Marcum Wealth first reported a position in LOW in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.32M in Q2 2021. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Marcum Wealth held 1,933 shares of Lowe's Companies worth $451K as of Q1 2025.
  • Marcum Wealth sold 82 Lowe's Companies shares in Q1 2025, an estimated $20.2K.
  • Lowe's Companies made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #206 holding.
  • Marcum Wealth first reported a position in Lowe's Companies in Q3 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Lowe's Companies position peaked at $1.32M in Q2 2021.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.