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Sarver Vrooman Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Sarver Vrooman 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
Q2 		– Sell
-350
Closed -$81.6K – 133
2025
Q1 		$81.6K Buy
+350
New +$86.1K 0.05% 38

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sarver Vrooman Wealth Advisors's LOW Position: Q2 2025 in Review

Sarver Vrooman Wealth Advisors sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 350 shares — an estimated $81.6K sold.

Sarver Vrooman Wealth Advisors first reported a position in LOW in Q1 2025 and held it in 1 quarter. The position peaked at $81.6K in Q1 2025. 2,605 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Sarver Vrooman Wealth Advisors reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Sarver Vrooman Wealth Advisors sold 350 Lowe's Companies shares in Q2 2025, an estimated $81.6K.
  • Sarver Vrooman Wealth Advisors first reported a position in Lowe's Companies in Q1 2025 and held it in 1 quarter.
  • Sarver Vrooman Wealth Advisors's Lowe's Companies position peaked at $81.6K in Q1 2025.
  • 2,605 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.