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PBMares Wealth Management’s Lowe's Companies LOW Stock Holding History

PBMares Wealth Management’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 		$270K Buy
+1,076
New +$264K 0.04% 163
2025
Q2 		– Sell
-910
Closed -$212K – 194
2025
Q1 		$212K Sell
910
-197
-18% -$48.5K 0.04% 185
2024
Q4 		$273K Buy
1,107
+9
+0.8% +$2.4K 0.06% 159
2024
Q3 		$297K Buy
1,098
+164
+18% +$39.7K 0.06% 147
2024
Q2 		$206K Sell
934
-125
-12% -$28.5K 0.05% 173
2024
Q1 		$270K Buy
1,059
+132
+14% +$30.3K 0.07% 153
2023
Q4 		$206K Buy
+927
New +$188K 0.06% 166
2022
Q4 		– Sell
-1,499
Closed -$281K – 167
2022
Q3 		$281K Buy
1,499
+1
+0.1% +$195 0.12% 129
2022
Q2 		$262K Buy
1,498
+1
+0.1% +$193 0.11% 127
2022
Q1 		$303K Buy
1,497
+11
+0.7% +$2.53K 0.19% 115
2021
Q4 		$384K Hold
1,486
– – 0.16% 108
2021
Q3 		$301K Buy
1,486
+189
+15% +$37.7K 0.14% 121
2021
Q2 		$252K Hold
1,297
– – 0.14% 130
2021
Q1 		$247K Buy
+1,297
New +$223K 0.2% 123

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

PBMares Wealth Management's LOW Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in Lowe's Companies (LOW) in Q3 2025: 1,076 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: PBMares Wealth Management previously reported a position in LOW as recently as Q1 2025.

PBMares Wealth Management first reported a position in LOW in Q1 2021 and has held it in 14 quarters since. The position peaked at $384K in Q4 2021. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

  • PBMares Wealth Management held 1,076 shares of Lowe's Companies worth $270K as of Q3 2025.
  • Lowe's Companies was a new PBMares Wealth Management position in Q3 2025.
  • Lowe's Companies made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #163 holding.
  • PBMares Wealth Management first reported a position in Lowe's Companies in Q1 2021 and has held it in 14 quarters since.
  • PBMares Wealth Management's Lowe's Companies position peaked at $384K in Q4 2021.
  • 2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.