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Pacific Capital Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Pacific Capital 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
Q1 		– Sell
-147
Closed -$36.3K – 245
2024
Q4 		$36.3K Sell
147
-12
-8% -$3.21K 0.01% 174
2024
Q3 		$43.1K Buy
159
+11
+7% +$2.66K 0.01% 171
2024
Q2 		$32.6K Sell
148
-20
-12% -$4.56K 0.01% 193
2024
Q1 		$42.8K Buy
168
+20
+14% +$4.6K 0.01% 148
2023
Q4 		$32.9K Buy
+148
New +$30K 0.01% 163

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's LOW Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 147 shares — an estimated $36.3K sold.

Pacific Capital Wealth Advisors first reported a position in LOW in Q4 2023 and held it in 5 quarters. The position peaked at $43.1K in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 147 Lowe's Companies shares in Q1 2025, an estimated $36.3K.
  • Pacific Capital Wealth Advisors first reported a position in Lowe's Companies in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Lowe's Companies position peaked at $43.1K in Q3 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.