Roberts Capital Advisors’s Lowe's Companies LOW Stock Holding History

Roberts Capital 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	-1,974	Closed	-$487K	–	95
2024 Q4	$487K	Hold	1,974	–	–	0.41%	57
2024 Q3	$535K	Hold	1,974	–	–	0.46%	57
2024 Q2	$503K	Hold	1,974	–	–	0.48%	60
2024 Q1	$503K	Buy	+1,974	New	+$454K	0.48%	60
2022 Q3	$397K	Hold	2,116	–	–	0.58%	55
2022 Q2	$370K	Hold	2,116	–	–	0.51%	69
2022 Q1	$428K	Hold	2,116	–	–	0.44%	83
2021 Q4	$547K	Buy	+2,116	New	+$503K	0.51%	74

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Roberts Capital Advisors's LOW Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 1,974 shares — an estimated $487K sold.

Roberts Capital Advisors first reported a position in LOW in Q4 2021 and held it in 8 quarters. The position peaked at $547K in Q4 2021. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

Roberts Capital Advisors reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
Roberts Capital Advisors sold 1,974 Lowe's Companies shares in Q1 2025, an estimated $487K.
Roberts Capital Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 8 quarters.
Roberts Capital Advisors's Lowe's Companies position peaked at $547K in Q4 2021.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.