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Morningstar Investment Management’s Lowe's Companies LOW Stock Holding History

Morningstar Investment Management’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
Q4 		– Sell
-28,911
Closed -$7.27M – 401
2025
Q3 		$7.27M Buy
+28,911
New +$7.1M 0.27% 95
2025
Q1 		– Sell
-2,841
Closed -$701K – 157
2024
Q4 		$701K Hold
2,841
– – 0.06% 99
2024
Q3 		$798K Buy
2,841
+115
+4% +$27.9K 0.08% 109
2024
Q2 		$601K Hold
2,726
– – 0.06% 115
2024
Q1 		$694K Hold
2,726
– – 0.08% 109
2023
Q4 		$607K Buy
+2,726
New +$553K 0.07% 116

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Morningstar Investment Management's LOW Position: Q4 2025 in Review

Morningstar Investment Management sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 28,911 shares — an estimated $7.27M sold.

Morningstar Investment Management first reported a position in LOW in Q4 2023 and held it in 6 quarters. The position peaked at $7.27M in Q3 2025. 2,715 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • Morningstar Investment Management reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 28,911 Lowe's Companies shares in Q4 2025, an estimated $7.27M.
  • Morningstar Investment Management first reported a position in Lowe's Companies in Q4 2023 and held it in 6 quarters.
  • Morningstar Investment Management's Lowe's Companies position peaked at $7.27M in Q3 2025.
  • 2,715 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.