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Twelve Points Wealth Management’s Lowe's Companies LOW Stock Holding History

Twelve Points 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
2026
Q1 		$326K Buy
1,380
+438
+46% +$114K 0.07% 156
2025
Q4 		$252K Buy
942
+47
+5% +$11.3K 0.06% 170
2025
Q3 		$225K Buy
+895
New +$220K 0.06% 175
2025
Q1 		– Sell
-845
Closed -$209K – 182
2024
Q4 		$209K Sell
845
-3
-0.4% -$801 0.06% 167
2024
Q3 		$230K Buy
+848
New +$205K 0.07% 164
2024
Q2 		– Sell
-845
Closed -$215K – 179
2024
Q1 		$215K Buy
+845
New +$194K 0.08% 157
2023
Q3 		– Sell
-1,215
Closed -$274K – 173
2023
Q2 		$274K Buy
+1,215
New +$253K 0.15% 140

Other funds holding LOW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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