Monterey Private Wealth’s Lowe's Companies LOW Stock Holding History

Monterey Private 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	$272K	Buy	1,164 +4	+0.3%	+$984	0.08%	101
2024 Q4	$286K	Hold	1,160	–	–	0.09%	99
2024 Q3	$314K	Buy	1,160 +8	+0.7%	+$1.94K	0.11%	92
2024 Q2	$254K	Buy	1,152 +251	+28%	+$57.3K	0.09%	100
2024 Q1	$229K	Buy	+901	New	+$207K	0.09%	97
2023 Q3	–	Sell	-950	Closed	-$214K	–	100
2023 Q2	$214K	Buy	+950	New	+$198K	0.1%	99
2022 Q3	–	Sell	-1,157	Closed	-$202K	–	105
2022 Q2	$202K	Buy	1,157 +68	+6%	+$13.1K	0.12%	99
2022 Q1	$228K	Buy	1,089 +1	+0.1%	+$230	0.11%	107
2021 Q4	$281K	Hold	1,088	–	–	0.14%	90
2021 Q3	$222K	Buy	1,088 +1	+0.1%	+$199	0.12%	92
2021 Q2	$211K	Buy	+1,087	New	+$213K	0.12%	95

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Monterey Private Wealth's LOW Position: Q1 2025 in Review

Monterey Private Wealth increased its Lowe's Companies (LOW) stake by 0.34% in Q1 2025, buying an estimated $984 and bringing the position to 1,164 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #101.

Monterey Private Wealth first reported a position in LOW in Q2 2021 and has held it in 11 quarters since. The position peaked at $314K in Q3 2024. 2,642 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

Monterey Private Wealth held 1,164 shares of Lowe's Companies worth $272K as of Q1 2025.
Monterey Private Wealth bought 4 Lowe's Companies shares in Q1 2025, an estimated $984.
Lowe's Companies made up 0.08% of Monterey Private Wealth's portfolio in Q1 2025, its #101 holding.
Monterey Private Wealth first reported a position in Lowe's Companies in Q2 2021 and has held it in 11 quarters since.
Monterey Private Wealth's Lowe's Companies position peaked at $314K in Q3 2024.
2,642 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.