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

SFG 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
Q4 		– Sell
-922
Closed -$232K – 138
2025
Q3 		$232K Sell
922
-313
-25% -$76.9K 0.1% 122
2025
Q2 		$274K Buy
1,235
+175
+17% +$39.1K 0.17% 74
2025
Q1 		$247K Hold
1,060
– – 0.12% 109
2024
Q4 		$262K Buy
+1,060
New +$283K 0.14% 81

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SFG Wealth Management's LOW Position: Q4 2025 in Review

SFG Wealth Management sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 922 shares — an estimated $232K sold.

SFG Wealth Management first reported a position in LOW in Q4 2024 and held it in 4 quarters. The position peaked at $274K in Q2 2025. 2,709 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • SFG Wealth Management reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • SFG Wealth Management sold 922 Lowe's Companies shares in Q4 2025, an estimated $232K.
  • SFG Wealth Management first reported a position in Lowe's Companies in Q4 2024 and held it in 4 quarters.
  • SFG Wealth Management's Lowe's Companies position peaked at $274K in Q2 2025.
  • 2,709 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.