SageView Advisory Group’s Lowe's Companies LOW Stock Holding History

SageView Advisory Group’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	$1.71M	Sell	7,097 -90	-1%	-$21.6K	0.06%	177
2025 Q3	$1.81M	Buy	7,187 +233	+3%	+$57.2K	0.06%	172
2025 Q2	$1.6M	Sell	6,954 -239	-3%	-$53.3K	0.06%	173
2025 Q1	$1.68M	Buy	7,193 +162	+2%	+$39.9K	0.07%	142
2024 Q4	$1.74M	Buy	7,031 +324	+5%	+$86.5K	0.07%	138
2024 Q3	$1.82M	Sell	6,707 -1,563	-19%	-$379K	0.09%	123
2024 Q2	$1.82M	Buy	+8,270	New	+$1.89M	0.08%	136
2024 Q1	–	Sell	-8,980	Closed	-$1.93M	–	656
2023 Q4	$1.93M	Buy	8,980 +5,768	+180%	+$1.17M	0.08%	146
2023 Q3	$668K	Buy	3,212 +74	+2%	+$16.6K	0.04%	279
2023 Q2	$708K	Buy	3,138 +399	+15%	+$83K	0.04%	284
2023 Q1	$548K	Sell	2,739 -110	-4%	-$22.3K	0.03%	290
2022 Q4	$568K	Buy	+2,849	New	+$569K	0.05%	225

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's LOW Position: Q4 2025 in Review

SageView Advisory Group reduced its Lowe's Companies (LOW) stake by 1.3% in Q4 2025, selling an estimated $21.6K and leaving 7,097 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #177.

SageView Advisory Group first reported a position in LOW in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.93M in Q4 2023. 2,709 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

SageView Advisory Group held 7,097 shares of Lowe's Companies worth $1.71M as of Q4 2025.
SageView Advisory Group sold 90 Lowe's Companies shares in Q4 2025, an estimated $21.6K.
Lowe's Companies made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #177 holding.
SageView Advisory Group first reported a position in Lowe's Companies in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Lowe's Companies position peaked at $1.93M in Q4 2023.
2,709 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.