MIS
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Morningstar Investment Services’s Lowe's Companies LOW Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-5,334
Closed -$1.43M – 287
2024
Q3 		$1.43M Buy
5,334
+274
+5% +$66.4K 0.01% 190
2024
Q2 		$1.11M Buy
5,060
+787
+18% +$180K 0.01% 194
2024
Q1 		$1.08M Sell
4,273
-2,384
-36% -$548K 0.01% 185
2023
Q4 		$1.48M Buy
6,657
+3,111
+88% +$631K 0.01% 202
2023
Q3 		$737K Buy
3,546
+260
+8% +$58.5K 0.01% 190
2023
Q2 		$732K Buy
3,286
+813
+33% +$169K 0.01% 179
2023
Q1 		$476K Sell
2,473
-522
-17% -$106K 0.01% 184
2022
Q4 		$593K Sell
2,995
-689
-19% -$138K 0.01% 173
2022
Q3 		$705K Buy
3,684
+16
+0.4% +$3.12K 0.01% 163
2022
Q2 		$645K Sell
3,668
-1,001
-21% -$193K 0.01% 172
2022
Q1 		$989K Sell
4,669
-43,279
-90% -$9.95M 0.01% 178
2021
Q4 		$12.4M Sell
47,948
-803,538
-94% -$191M 0.14% 111
2021
Q3 		$176M Buy
851,486
+14,665
+2% +$2.92M 2.08% 11
2021
Q2 		$163M Buy
836,821
+23,269
+3% +$4.55M 1.95% 11
2021
Q1 		$155M Buy
813,552
+11,136
+1% +$1.91M 2.02% 10
2020
Q4 		$129M Buy
802,416
+24,709
+3% +$4.01M 1.79% 12
2020
Q3 		$126M Buy
777,707
+28,127
+4% +$4.33M 1.96% 10
2020
Q2 		$100M Sell
749,580
-98,437
-12% -$11.2M 1.64% 14
2020
Q1 		$75.2M Sell
848,017
-113,741
-12% -$12.4M 1.37% 21
2019
Q4 		$115M Buy
961,758
+16,583
+2% +$1.9M 1.81% 12
2019
Q3 		$104M Buy
945,175
+15,836
+2% +$1.67M 1.76% 12
2019
Q2 		$93.8M Buy
929,339
+22,131
+2% +$2.33M 1.54% 16
2019
Q1 		$99.3M Buy
907,208
+3,946
+0.4% +$394K 1.71% 12
2018
Q4 		$83.4M Sell
903,262
-13,247
-1% -$1.28M 1.64% 12
2018
Q3 		$105M Sell
916,509
-24,525
-3% -$2.56M 1.9% 8
2018
Q2 		$89.9M Buy
941,034
+10,942
+1% +$990K 1.69% 11
2018
Q1 		$81.6M Buy
930,092
+72,584
+8% +$6.87M 1.59% 10
2017
Q4 		$79.7M Buy
857,508
+65,372
+8% +$5.4M 1.6% 9
2017
Q3 		$63.3M Buy
792,136
+75,582
+11% +$5.79M 1.38% 19
2017
Q2 		$55.6M Buy
716,554
+101,503
+17% +$8.3M 1.29% 22
2017
Q1 		$50.6M Sell
615,051
-182,593
-23% -$14M 1.27% 26
2016
Q4 		$56.7M Buy
797,644
+110,107
+16% +$7.79M 1.86% 13
2016
Q3 		$49.6M Buy
687,537
+323,881
+89% +$25.2M 1.44% 21
2016
Q2 		$28.9M Buy
363,656
+22,246
+7% +$1.72M 0.91% 32
2016
Q1 		$25.9M Buy
341,410
+24,187
+8% +$1.71M 0.89% 33
2015
Q4 		$24.1M Sell
317,223
-35,037
-10% -$2.6M 0.96% 31
2015
Q3 		$24.3M Buy
352,260
+33,627
+11% +$2.31M 1.03% 28
2015
Q2 		$21.3M Buy
318,633
+48,445
+18% +$3.45M 0.91% 32
2015
Q1 		$20.1M Buy
270,188
+49,607
+22% +$3.56M 0.88% 35
2014
Q4 		$15.2M Buy
220,581
+26,159
+13% +$1.57M 0.71% 47
2014
Q3 		$10.3M Buy
194,422
+16,078
+9% +$812K 0.53% 56
2014
Q2 		$8.56M Buy
178,344
+22,029
+14% +$1.03M 0.5% 60
2014
Q1 		$7.64M Buy
156,315
+14,176
+10% +$684K 0.52% 58
2013
Q4 		$7.04M Buy
142,139
+17,072
+14% +$830K 0.53% 53
2013
Q3 		$6.05M Buy
125,067
+23,249
+23% +$1.06M 0.53% 54
2013
Q2 		$4.16M Buy
+101,818
New +$4.1M 0.43% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morningstar Investment Services's LOW Position: Q4 2024 in Review

Morningstar Investment Services sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 5,334 shares — an estimated $1.43M sold.

Morningstar Investment Services first reported a position in LOW in Q2 2013 and held it in 46 quarters. The position peaked at $176M in Q3 2021. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Morningstar Investment Services reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,334 Lowe's Companies shares in Q4 2024, an estimated $1.43M.
  • Morningstar Investment Services first reported a position in Lowe's Companies in Q2 2013 and held it in 46 quarters.
  • Morningstar Investment Services's Lowe's Companies position peaked at $176M in Q3 2021.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.