SPW
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Sonoma Private Wealth’s Lowe's Companies LOW Stock Holding History

Sonoma Private Wealth’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
-2,867
Closed -$721K – 71
2025
Q3 		$721K Sell
2,867
-96
-3% -$23.6K 0.86% 31
2025
Q2 		$657K Sell
2,963
-323
-10% -$72.1K 0.81% 35
2025
Q1 		$766K Buy
3,286
+2,316
+239% +$570K 1.06% 28
2024
Q4 		$239K Buy
970
+3
+0.3% +$801 0.39% 73
2024
Q3 		$262K Sell
967
-99
-9% -$24K 0.41% 80
2024
Q2 		$235K Hold
1,066
– – 0.38% 80
2024
Q1 		$272K Buy
1,066
+15
+1% +$3.45K 0.44% 75
2023
Q4 		$234K Sell
1,051
-1,707
-62% -$346K 0.39% 73
2023
Q3 		$573K Buy
2,758
+2
+0.1% +$450 1.05% 38
2023
Q2 		$622K Buy
2,756
+6
+0.2% +$1.25K 1.09% 30
2023
Q1 		$550K Buy
2,750
+412
+18% +$83.7K 1.09% 34
2022
Q4 		$466K Buy
+2,338
New +$467K 1.03% 32

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

Sonoma Private Wealth's LOW Position: Q4 2025 in Review

Sonoma Private Wealth sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 2,867 shares — an estimated $721K sold.

Sonoma Private Wealth first reported a position in LOW in Q4 2022 and held it in 12 quarters. The position peaked at $766K in Q1 2025. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • Sonoma Private Wealth reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 2,867 Lowe's Companies shares in Q4 2025, an estimated $721K.
  • Sonoma Private Wealth first reported a position in Lowe's Companies in Q4 2022 and held it in 12 quarters.
  • Sonoma Private Wealth's Lowe's Companies position peaked at $766K in Q1 2025.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Sonoma Private Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.