Nicola Wealth Management’s Lowe's Companies LOW Stock Holding History

Nicola Wealth 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 Q1	–	Sell	-26,000	Closed	-$6.42M	–	120
2024 Q4	$6.42M	Hold	26,000	–	–	0.61%	50
2024 Q3	$7.04M	Hold	26,000	–	–	0.56%	49
2024 Q2	$5.73M	Hold	26,000	–	–	0.51%	49
2024 Q1	$6.62M	Hold	26,000	–	–	0.64%	44
2023 Q4	$5.79M	Hold	26,000	–	–	0.61%	48
2023 Q3	$5.4M	Sell	26,000 -4,000	-13%	-$900K	0.58%	49
2023 Q2	$6.77M	Hold	30,000	–	–	0.67%	45
2023 Q1	$6M	Sell	30,000 -27,600	-48%	-$5.61M	0.59%	50
2022 Q4	$11.5M	Buy	57,600 +3,400	+6%	+$680K	1.16%	30
2022 Q3	$10.2M	Hold	54,200	–	–	1.12%	33
2022 Q2	$9.47M	Buy	54,200 +8,500	+19%	+$1.64M	0.9%	40
2022 Q1	$9.24M	Buy	45,700 +3,200	+8%	+$736K	0.81%	46
2021 Q4	$11M	Sell	42,500 -9,500	-18%	-$2.26M	1.03%	38
2021 Q3	$10.5M	Hold	52,000	–	–	1.09%	36
2021 Q2	$10.1M	Hold	52,000	–	–	1.03%	41
2021 Q1	$9.89M	Sell	52,000 -5,000	-9%	-$858K	1.11%	38
2020 Q4	$9.15M	Buy	57,000 +15,000	+36%	+$2.44M	1.14%	35
2020 Q3	$6.97M	Sell	42,000 -61,700	-59%	-$9.5M	0.99%	43
2020 Q2	$14M	Buy	103,700 +22,300	+27%	+$2.55M	1.94%	11
2020 Q1	$7M	Buy	81,400 +21,400	+36%	+$2.34M	1.05%	36
2019 Q4	$7.19M	Buy	+60,000	New	+$6.86M	1.08%	33
2018 Q3	–	Sell	-20,000	Closed	-$1.91M	–	98
2018 Q2	$1.91M	Hold	20,000	–	–	0.37%	89
2018 Q1	$1.75M	Buy	+20,000	New	+$1.89M	0.35%	96

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

Nicola Wealth Management's LOW Position: Q1 2025 in Review

Nicola Wealth Management sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 26,000 shares — an estimated $6.42M sold.

Nicola Wealth Management first reported a position in LOW in Q1 2018 and held it in 23 quarters. The position peaked at $14M in Q2 2020. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

Nicola Wealth Management reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
Nicola Wealth Management sold 26,000 Lowe's Companies shares in Q1 2025, an estimated $6.42M.
Nicola Wealth Management first reported a position in Lowe's Companies in Q1 2018 and held it in 23 quarters.
Nicola Wealth Management's Lowe's Companies position peaked at $14M in Q2 2020.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Nicola Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.