Optimum Investment Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $108K | Hold |
431
| – | – | 0.04% | 251 |
|
|
2025
Q2 | $95.6K | Hold |
431
| – | – | 0.04% | 258 |
|
|
2025
Q1 | $101K | Buy |
431
+6
| +1% | +$1.48K | 0.05% | 243 |
|
|
2024
Q4 | $105K | Hold |
425
| – | – | 0.05% | 247 |
|
|
2024
Q3 | $115K | Sell |
425
-150
| -26% | -$36.3K | 0.05% | 251 |
|
|
2024
Q2 | $127K | Hold |
575
| – | – | 0.06% | 236 |
|
|
2024
Q1 | $146K | Hold |
575
| – | – | 0.07% | 220 |
|
|
2023
Q4 | $128K | Sell |
575
-17
| -3% | -$3.45K | 0.06% | 228 |
|
|
2023
Q3 | $123K | Buy |
592
+1
| +0.2% | +$225 | 0.06% | 234 |
|
|
2023
Q2 | $133K | Hold |
591
| – | – | 0.07% | 236 |
|
|
2023
Q1 | $118K | Sell |
591
-550
| -48% | -$112K | 0.06% | 241 |
|
|
2022
Q4 | $227K | Sell |
1,141
-300
| -21% | -$60K | 0.12% | 170 |
|
|
2022
Q3 | $271K | Buy |
1,441
+16
| +1% | +$3.12K | 0.15% | 153 |
|
|
2022
Q2 | $249K | Sell |
1,425
-27
| -2% | -$5.21K | 0.12% | 166 |
|
|
2022
Q1 | $294K | Buy |
1,452
+2
| +0.1% | +$460 | 0.12% | 160 |
|
|
2021
Q4 | $375K | Hold |
1,450
| – | – | 0.15% | 142 |
|
|
2021
Q3 | $294K | Sell |
1,450
-5,100
| -78% | -$1.02M | 0.12% | 162 |
|
|
2021
Q2 | $1.27M | Sell |
6,550
-625
| -9% | -$122K | 0.4% | 50 |
|
|
2021
Q1 | $1.36M | Hold |
7,175
| – | – | 0.4% | 57 |
|
|
2020
Q4 | $1.15M | Sell |
7,175
-242
| -3% | -$39.3K | 0.35% | 65 |
|
|
2020
Q3 | $1.23M | Sell |
7,417
-300
| -4% | -$46.2K | 0.41% | 53 |
|
|
2020
Q2 | $1.04M | Buy |
7,717
+787
| +11% | +$89.9K | 0.36% | 62 |
|
|
2020
Q1 | $596K | Sell |
6,930
-3,008
| -30% | -$329K | 0.24% | 96 |
|
|
2019
Q4 | $1.19M | Buy |
9,938
+350
| +4% | +$40K | 0.35% | 71 |
|
|
2019
Q3 | $1.05M | Sell |
9,588
-585
| -6% | -$61.8K | 0.33% | 76 |
|
|
2019
Q2 | $1.03M | Sell |
10,173
-260
| -2% | -$27.4K | 0.33% | 74 |
|
|
2019
Q1 | $1.14M | Buy |
10,433
+2,805
| +37% | +$280K | 0.37% | 65 |
|
|
2018
Q4 | $705K | Sell |
7,628
-300
| -4% | -$28.9K | 0.24% | 105 |
|
|
2018
Q3 | $910K | Buy |
7,928
+100
| +1% | +$10.4K | 0.25% | 103 |
|
|
2018
Q2 | $748K | Hold |
7,828
| – | – | 0.22% | 118 |
|
|
2018
Q1 | $687K | Hold |
7,828
| – | – | 0.2% | 124 |
|
|
2017
Q4 | $728K | Sell |
7,828
-50
| -0.6% | -$4.13K | 0.23% | 126 |
|
|
2017
Q3 | $630K | Hold |
7,878
| – | – | 0.21% | 138 |
|
|
2017
Q2 | $611K | Sell |
7,878
-600
| -7% | -$49K | 0.21% | 139 |
|
|
2017
Q1 | $697K | Sell |
8,478
-100
| -1% | -$7.65K | 0.25% | 114 |
|
|
2016
Q4 | $610K | Sell |
8,578
-100
| -1% | -$7.08K | 0.23% | 124 |
|
|
2016
Q3 | $627K | Hold |
8,678
| – | – | 0.24% | 125 |
|
|
2016
Q2 | $687K | Hold |
8,678
| – | – | 0.27% | 115 |
|
|
2016
Q1 | $657K | Hold |
8,678
| – | – | 0.26% | 117 |
|
|
2015
Q4 | $660K | Buy |
8,678
+828
| +11% | +$61.5K | 0.26% | 118 |
|
|
2015
Q3 | $541K | Buy |
+7,850
| New | +$540K | 0.22% | 136 |
|
|
2015
Q1 | $618K | Sell |
8,304
-1,000
| -11% | -$71.7K | 0.2% | 135 |
|
|
2014
Q4 | $640K | Buy |
9,304
+7,250
| +353% | +$434K | 0.21% | 129 |
|
|
2014
Q3 | $109K | Buy |
2,054
+1
| +0% | +$51 | 0.04% | 336 |
|
|
2014
Q2 | $99K | Buy |
2,053
+103
| +5% | +$4.8K | 0.03% | 346 |
|
|
2014
Q1 | $95K | Hold |
1,950
| – | – | 0.04% | 306 |
|
|
2013
Q4 | $97K | Hold |
1,950
| – | – | 0.04% | 296 |
|
|
2013
Q3 | $93K | Buy |
+1,950
| New | +$88.5K | 0.04% | 287 |
|
Other funds holding LOW
Optimum Investment Advisors's LOW Position: Q3 2025 in Review
Optimum Investment Advisors held its Lowe's Companies (LOW) position steady in Q3 2025 at 431 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #251.
Optimum Investment Advisors first reported a position in LOW in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.36M in Q1 2021. 2,651 funds tracked by Wall St. Rank hold LOW as of Q3 2025.
- Optimum Investment Advisors held 431 shares of Lowe's Companies worth $108K as of Q3 2025.
- Optimum Investment Advisors left its Lowe's Companies share count unchanged in Q3 2025.
- Lowe's Companies made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #251 holding.
- Optimum Investment Advisors first reported a position in Lowe's Companies in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Lowe's Companies position peaked at $1.36M in Q1 2021.
- 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.