Oak Barrel Wealth Advisory’s Lowe's Companies LOW Stock Holding History

Oak Barrel Wealth Advisory’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	$212K	Buy	+878	New	+$211K	0.13%	77

Other funds holding LOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oak Barrel Wealth Advisory's LOW Position: Q4 2025 in Review

Oak Barrel Wealth Advisory opened a new position in Lowe's Companies (LOW) in Q4 2025: 878 shares worth $212K. The stake represents 0.13% of the portfolio and ranks #77 among its holdings.

2,715 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

Oak Barrel Wealth Advisory held 878 shares of Lowe's Companies worth $212K as of Q4 2025.
Lowe's Companies was a new Oak Barrel Wealth Advisory position in Q4 2025.
Lowe's Companies made up 0.13% of Oak Barrel Wealth Advisory's portfolio in Q4 2025, its #77 holding.
2,715 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Oak Barrel Wealth Advisory's 13F filing for Q4 2025, filed 7 May 2026.