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Schechter Investment Advisors’s Lowe's Companies LOW Stock Holding History

Schechter Investment 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 		$1.12M Sell
4,812
-887
-16% -$218K 0.09% 209
2024
Q4 		$1.41M Sell
5,699
-30
-0.5% -$8.01K 0.11% 182
2024
Q3 		$1.55M Buy
5,729
+139
+2% +$33.7K 0.11% 172
2024
Q2 		$1.23M Sell
5,590
-483
-8% -$110K 0.09% 196
2024
Q1 		$1.55M Sell
6,073
-200
-3% -$46K 0.12% 168
2023
Q4 		$1.4M Sell
6,273
-252
-4% -$51.1K 0.12% 165
2023
Q3 		$1.36M Buy
6,525
+49
+0.8% +$11K 0.13% 165
2023
Q2 		$1.46M Buy
6,476
+83
+1% +$17.3K 0.13% 167
2023
Q1 		$1.28M Buy
6,393
+270
+4% +$54.9K 0.12% 201
2022
Q4 		$1.22M Buy
6,123
+1,016
+20% +$203K 0.11% 227
2022
Q3 		$959K Buy
5,107
+945
+23% +$184K 0.09% 288
2022
Q2 		$727K Sell
4,162
-596
-13% -$115K 0.07% 396
2022
Q1 		$962K Buy
4,758
+783
+20% +$180K 0.09% 321
2021
Q4 		$1.03M Buy
+3,975
New +$945K 0.09% 295

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's LOW Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Lowe's Companies (LOW) stake by 16% in Q1 2025, selling an estimated $218K and leaving 4,812 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #209.

Schechter Investment Advisors first reported a position in LOW in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.55M in Q3 2024. 2,642 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Schechter Investment Advisors held 4,812 shares of Lowe's Companies worth $1.12M as of Q1 2025.
  • Schechter Investment Advisors sold 887 Lowe's Companies shares in Q1 2025, an estimated $218K.
  • Lowe's Companies made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #209 holding.
  • Schechter Investment Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Lowe's Companies position peaked at $1.55M in Q3 2024.
  • 2,642 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.