Selective Wealth Management’s Lowe's Companies LOW Stock Holding History

Selective Wealth Management’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 Q3	–	Sell	-5,067	Closed	-$1.14M	–	109
2025 Q2	$1.14M	Hold	5,067	–	–	0.42%	32
2025 Q1	$1.12M	Hold	5,067	–	–	0.49%	30
2024 Q4	$1.27M	Hold	5,067	–	–	0.52%	27
2024 Q3	$1.38M	Buy	5,067 +109	+2%	+$26.4K	0.58%	27
2024 Q2	$1.07M	Sell	4,958 -25	-0.5%	-$5.7K	0.47%	31
2024 Q1	$1.18M	Hold	4,983	–	–	0.51%	31
2023 Q4	$1.05M	Hold	4,983	–	–	0.53%	31
2023 Q3	$995K	Sell	4,983 -16	-0.3%	-$3.6K	0.55%	29
2023 Q2	$1.15M	Buy	+4,999	New	+$1.04M	0.57%	27
2022 Q4	$1.02M	Sell	4,972 -198	-4%	-$39.6K	0.54%	31
2022 Q3	$971K	Buy	5,170 +5	+0.1%	+$974	0.42%	36
2022 Q2	$902K	Hold	5,165	–	–	0.32%	46
2022 Q1	$1.04M	Sell	5,165 -525	-9%	-$121K	0.38%	36
2021 Q4	$1.47M	Hold	5,690	–	–	0.6%	29
2021 Q3	$1.15M	Sell	5,690 -5,860	-51%	-$1.17M	0.61%	29
2021 Q2	$2.24M	Buy	11,550 +43	+0.4%	+$8.41K	1.79%	12
2021 Q1	$2.19M	Buy	11,507 +722	+7%	+$124K	1.99%	15
2020 Q4	$1.73M	Buy	10,785 +5,861	+119%	+$952K	1.12%	21
2020 Q3	$817K	Hold	4,924	–	–	0.64%	23
2020 Q2	$665K	Buy	+4,924	New	+$562K	0.55%	25

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Selective Wealth Management's LOW Position: Q3 2025 in Review

Selective Wealth Management sold out of Lowe's Companies (LOW) in Q3 2025, closing a stake of 5,067 shares — an estimated $1.14M sold.

Selective Wealth Management first reported a position in LOW in Q2 2020 and held it in 20 quarters. The position peaked at $2.24M in Q2 2021. 2,651 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

Selective Wealth Management reported no remaining Lowe's Companies position as of Q3 2025 after selling out during the quarter.
Selective Wealth Management sold 5,067 Lowe's Companies shares in Q3 2025, an estimated $1.14M.
Selective Wealth Management first reported a position in Lowe's Companies in Q2 2020 and held it in 20 quarters.
Selective Wealth Management's Lowe's Companies position peaked at $2.24M in Q2 2021.
2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Selective Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.