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Orion Portfolio Solutions’s Lowe's Companies LOW Stock Holding History

Orion Portfolio Solutions’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 		$16.5M Sell
70,551
-1,563
-2% -$385K 0.16% 118
2024
Q4 		$17.8M Sell
72,114
-2,413
-3% -$644K 0.18% 112
2024
Q3 		$20.2M Sell
74,527
-4,347
-6% -$1.05M 0.2% 98
2024
Q2 		$17.4M Sell
78,874
-3,301
-4% -$753K 0.18% 110
2024
Q1 		$20.9M Sell
82,175
-10,882
-12% -$2.5M 0.22% 88
2023
Q4 		$20.2M Sell
93,057
-2,033
-2% -$412K 0.23% 88
2023
Q3 		$19.8M Sell
95,090
-5,484
-5% -$1.23M 0.24% 86
2023
Q2 		$22.7M Sell
100,574
-2,120
-2% -$441K 0.24% 75
2023
Q1 		$20.5M Buy
102,694
+91,335
+804% +$18.6M 0.25% 76
2022
Q4 		$2.26M Buy
11,359
+548
+5% +$110K 0.08% 178
2022
Q3 		$2.03M Buy
10,811
+2,050
+23% +$399K 0.08% 161
2022
Q2 		$1.53M Buy
8,761
+331
+4% +$63.8K 0.06% 191
2022
Q1 		$1.7M Sell
8,430
-4,217
-33% -$970K 0.06% 192
2021
Q4 		$3.27M Sell
12,647
-781
-6% -$186K 0.11% 123
2021
Q3 		$2.72M Buy
13,428
+2,805
+26% +$559K 0.1% 129
2021
Q2 		$2.06M Buy
10,623
+866
+9% +$169K 0.08% 141
2021
Q1 		$1.85M Buy
9,757
+2,135
+28% +$366K 0.08% 135
2020
Q4 		$1.22M Buy
7,622
+467
+7% +$75.9K 0.06% 182
2020
Q3 		$1.19M Buy
7,155
+2,947
+70% +$454K 0.06% 165
2020
Q2 		$569K Sell
4,208
-1,811
-30% -$207K 0.03% 219
2020
Q1 		$518K Buy
6,019
+2,711
+82% +$296K 0.04% 200
2019
Q4 		$396K Buy
+3,308
New +$378K 0.03% 232

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Orion Portfolio Solutions's LOW Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Lowe's Companies (LOW) stake by 2.2% in Q1 2025, selling an estimated $385K and leaving 70,551 shares worth $16.5M. The position accounts for 0.16% of the portfolio, ranked #118.

Orion Portfolio Solutions first reported a position in LOW in Q4 2019 and has held it in 22 quarters since. The position peaked at $22.7M in Q2 2023. 2,648 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Orion Portfolio Solutions held 70,551 shares of Lowe's Companies worth $16.5M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,563 Lowe's Companies shares in Q1 2025, an estimated $385K.
  • Lowe's Companies made up 0.16% of Orion Portfolio Solutions's portfolio in Q1 2025, its #118 holding.
  • Orion Portfolio Solutions first reported a position in Lowe's Companies in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Lowe's Companies position peaked at $22.7M in Q2 2023.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.