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Simon Quick Advisors’s Lowe's Companies LOW Stock Holding History

Simon Quick 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
-3,412
Closed -$796K – 507
2025
Q1 		$796K Buy
3,412
+398
+13% +$97.9K 0.05% 201
2024
Q4 		$744K Buy
3,014
+447
+17% +$119K 0.04% 190
2024
Q3 		$695K Buy
2,567
+630
+33% +$153K 0.04% 193
2024
Q2 		$427K Sell
1,937
-1,537
-44% -$351K 0.03% 235
2024
Q1 		$885K Buy
3,474
+2,213
+175% +$509K 0.07% 135
2023
Q4 		$281K Buy
1,261
+36
+3% +$7.3K 0.02% 255
2023
Q3 		$255K Buy
1,225
+228
+23% +$51.3K 0.02% 262
2023
Q2 		$225K Buy
+997
New +$207K 0.02% 255
2021
Q1 		– Sell
-150
Closed -$24K – 462
2020
Q4 		$24K Sell
150
-148
-50% -$24K 0.01% 319
2020
Q3 		$49K Buy
298
+239
+405% +$36.8K 0.01% 190
2020
Q2 		$8K Sell
59
-416
-88% -$47.5K ﹤0.01% 330
2020
Q1 		$41K Buy
475
+15
+3% +$1.64K 0.02% 206
2019
Q4 		$55K Buy
460
+25
+6% +$2.86K 0.02% 209
2019
Q3 		$48K Buy
435
+317
+269% +$33.5K 0.02% 177
2019
Q2 		$11.9K Sell
118
-707
-86% -$74.6K 0.01% 213
2019
Q1 		$90K Hold
825
– – 0.04% 129
2018
Q4 		$76K Hold
825
– – 0.03% 140
2018
Q3 		$95K Sell
825
-1,804
-69% -$188K 0.04% 121
2018
Q2 		$251K Buy
2,629
+863
+49% +$78.1K 0.11% 61
2018
Q1 		$155K Buy
1,766
+637
+56% +$60.3K 0.06% 105
2017
Q4 		$118K Buy
1,129
+129
+13% +$10.7K 0.05% 137
2017
Q3 		$80K Buy
+1,000
New +$76.6K 0.03% 215
2017
Q2 		– Sell
-5,828
Closed -$479K – 340
2017
Q1 		$479K Sell
5,828
-3,052
-34% -$234K 0.28% 44
2016
Q4 		$632K Buy
+8,880
New +$628K 0.47% 43

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
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

Simon Quick Advisors's LOW Position: Q2 2025 in Review

Simon Quick Advisors sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 3,412 shares — an estimated $796K sold.

Simon Quick Advisors first reported a position in LOW in Q4 2016 and held it in 24 quarters. The position peaked at $885K in Q1 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Simon Quick Advisors reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 3,412 Lowe's Companies shares in Q2 2025, an estimated $796K.
  • Simon Quick Advisors first reported a position in Lowe's Companies in Q4 2016 and held it in 24 quarters.
  • Simon Quick Advisors's Lowe's Companies position peaked at $885K in Q1 2024.
  • 2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.