Spartan Planning & Wealth Management’s Lowe's Companies LOW Stock Holding History

Spartan Planning & 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	-1,040	Closed	-$261K	–	87
2025 Q3	$261K	Buy	+1,040	New	+$256K	0.2%	70
2023 Q4	$130K	Sell	583 -286	-33%	-$58K	0.14%	79
2023 Q3	$181K	Buy	+869	New	+$195K	0.21%	65
2022 Q4	$369K	Buy	1,851 +1,850	+185,000%	+$370K	0.46%	34
2022 Q3	$0	Hold	1	–	–	﹤0.01%	103
2022 Q2	$0	Sell	1 -907	-100%	-$175K	﹤0.01%	129
2022 Q1	$184K	Buy	+908	New	+$209K	0.23%	57

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Spartan Planning & Wealth Management's LOW Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 1,040 shares — an estimated $261K sold.

Spartan Planning & Wealth Management first reported a position in LOW in Q1 2022 and held it in 7 quarters. The position peaked at $369K in Q4 2022. 2,714 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

Spartan Planning & Wealth Management reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 1,040 Lowe's Companies shares in Q4 2025, an estimated $261K.
Spartan Planning & Wealth Management first reported a position in Lowe's Companies in Q1 2022 and held it in 7 quarters.
Spartan Planning & Wealth Management's Lowe's Companies position peaked at $369K in Q4 2022.
2,714 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.