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

Roberts 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	-1,643	Closed	-$413K	–	100
2025 Q3	$413K	Hold	1,643	–	–	0.11%	84
2025 Q2	$365K	Hold	1,643	–	–	0.1%	83
2025 Q1	$383K	Hold	1,643	–	–	0.12%	83
2024 Q4	$422K	Sell	1,643 -475	-22%	-$127K	0.13%	80
2024 Q3	$579K	Hold	2,118	–	–	0.19%	71
2024 Q2	$458K	Hold	2,118	–	–	0.16%	76
2024 Q1	$487K	Buy	+2,118	New	+$487K	0.18%	74
2023 Q4	–	Sell	-2,618	Closed	-$519K	–	71
2023 Q3	$519K	Hold	2,618	–	–	0.23%	72
2023 Q2	$591K	Hold	2,618	–	–	0.26%	66
2023 Q1	$531K	Hold	2,618	–	–	0.24%	69
2022 Q4	$521K	Sell	2,618 -1,267	-33%	-$253K	0.25%	70
2022 Q3	$777K	Buy	3,885 +35	+0.9%	+$6.82K	0.38%	61
2022 Q2	$699K	Hold	3,850	–	–	0.3%	69
2022 Q1	$779K	Sell	3,850 -13	-0.3%	-$2.99K	0.31%	72
2021 Q4	$987K	Hold	3,863	–	–	0.36%	70
2021 Q3	$784K	Buy	+3,863	New	+$770K	0.31%	69

Other funds holding LOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Roberts Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 1,643 shares — an estimated $413K sold.

Roberts Wealth Advisors first reported a position in LOW in Q3 2021 and held it in 16 quarters. The position peaked at $987K in Q4 2021. 2,714 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

Roberts Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
Roberts Wealth Advisors sold 1,643 Lowe's Companies shares in Q4 2025, an estimated $413K.
Roberts Wealth Advisors first reported a position in Lowe's Companies in Q3 2021 and held it in 16 quarters.
Roberts Wealth Advisors's Lowe's Companies position peaked at $987K in Q4 2021.
2,714 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Roberts Wealth Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.