Mosaic Financial Group’s Lowe's Companies LOW Stock Holding History

Mosaic Financial Group’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 Q2	–	Sell	-896	Closed	-$209K	–	116
2025 Q1	$209K	Hold	896	–	–	0.17%	112
2024 Q4	$221K	Hold	896	–	–	0.16%	110
2024 Q3	$243K	Hold	896	–	–	0.17%	107
2024 Q2	$198K	Hold	896	–	–	0.14%	116
2024 Q1	$228K	Buy	+896	New	+$206K	0.18%	110

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

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

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

Norges Bank Oslo, Norway $935B AUM

Mosaic Financial Group's LOW Position: Q2 2025 in Review

Mosaic Financial Group sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 896 shares — an estimated $209K sold.

Mosaic Financial Group first reported a position in LOW in Q1 2024 and held it in 5 quarters. The position peaked at $243K in Q3 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

Mosaic Financial Group reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
Mosaic Financial Group sold 896 Lowe's Companies shares in Q2 2025, an estimated $209K.
Mosaic Financial Group first reported a position in Lowe's Companies in Q1 2024 and held it in 5 quarters.
Mosaic Financial Group's Lowe's Companies position peaked at $243K in Q3 2024.
2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Mosaic Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.