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Optimize Financial’s Lowe's Companies LOW Stock Holding History

Optimize Financial’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
Q3 		– Sell
-2,896
Closed -$643K – 388
2025
Q2 		$643K Sell
2,896
-20
-0.7% -$4.46K 0.39% 77
2025
Q1 		$680K Buy
2,916
+753
+35% +$185K 0.49% 63
2024
Q4 		$534K Buy
+2,163
New +$578K 0.4% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimize Financial's LOW Position: Q3 2025 in Review

Optimize Financial sold out of Lowe's Companies (LOW) in Q3 2025, closing a stake of 2,896 shares — an estimated $643K sold.

Optimize Financial first reported a position in LOW in Q4 2024 and held it in 3 quarters. The position peaked at $680K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

  • Optimize Financial reported no remaining Lowe's Companies position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 2,896 Lowe's Companies shares in Q3 2025, an estimated $643K.
  • Optimize Financial first reported a position in Lowe's Companies in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Lowe's Companies position peaked at $680K in Q1 2025.
  • 2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.