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

TriaGen 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 Q1	–	Sell	-13,839	Closed	-$3.42M	–	183
2024 Q4	$3.42M	Buy	+13,839	New	+$3.7M	1.15%	15
2022 Q1	–	Sell	-955	Closed	-$247K	–	186
2021 Q4	$247K	Buy	+955	New	+$227K	0.12%	160

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

TriaGen Wealth Management's LOW Position: Q1 2025 in Review

TriaGen Wealth Management sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 13,839 shares — an estimated $3.42M sold.

TriaGen Wealth Management first reported a position in LOW in Q4 2021 and held it in 2 quarters. The position peaked at $3.42M in Q4 2024. 2,642 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

TriaGen Wealth Management reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
TriaGen Wealth Management sold 13,839 Lowe's Companies shares in Q1 2025, an estimated $3.42M.
TriaGen Wealth Management first reported a position in Lowe's Companies in Q4 2021 and held it in 2 quarters.
TriaGen Wealth Management's Lowe's Companies position peaked at $3.42M in Q4 2024.
2,642 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.