OWA
LOW icon

ORBA Wealth Advisors’s Lowe's Companies LOW Stock Holding History

ORBA Wealth Advisors’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 		– Sell
-1,216
Closed -$306K – 86
2025
Q3 		$306K Hold
1,216
– – 0.25% 67
2025
Q2 		$270K Buy
1,216
+98
+9% +$21.9K 0.25% 64
2025
Q1 		$261K Hold
1,118
– – 0.13% 95
2024
Q4 		$276K Sell
1,118
-180
-14% -$48.1K 0.14% 90
2024
Q3 		$352K Hold
1,298
– – 0.18% 80
2024
Q2 		$286K Buy
1,298
+108
+9% +$24.6K 0.15% 84
2024
Q1 		$303K Hold
1,190
– – 0.17% 79
2023
Q4 		$265K Buy
+1,190
New +$241K 0.16% 80

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ORBA Wealth Advisors's LOW Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 1,216 shares — an estimated $306K sold.

ORBA Wealth Advisors first reported a position in LOW in Q4 2023 and held it in 8 quarters. The position peaked at $352K in Q3 2024. 2,715 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • ORBA Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 1,216 Lowe's Companies shares in Q4 2025, an estimated $306K.
  • ORBA Wealth Advisors first reported a position in Lowe's Companies in Q4 2023 and held it in 8 quarters.
  • ORBA Wealth Advisors's Lowe's Companies position peaked at $352K in Q3 2024.
  • 2,715 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.