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Vertex Planning Partners’s Lowe's Companies LOW Stock Holding History

Vertex Planning Partners’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
-1,596
Closed -$401K – 174
2025
Q3 		$401K Buy
1,596
+2
+0.1% +$491 0.08% 134
2025
Q2 		$354K Buy
1,594
+12
+0.8% +$2.68K 0.07% 135
2025
Q1 		$369K Buy
1,582
+44
+3% +$10.8K 0.08% 125
2024
Q4 		$380K Buy
1,538
+145
+10% +$38.7K 0.08% 128
2024
Q3 		$377K Buy
1,393
+19
+1% +$4.6K 0.09% 112
2024
Q2 		$303K Sell
1,374
-3
-0.2% -$684 0.08% 121
2024
Q1 		$351K Sell
1,377
-251
-15% -$57.7K 0.1% 113
2023
Q4 		$362K Buy
1,628
+292
+22% +$59.2K 0.11% 107
2023
Q3 		$278K Buy
1,336
+22
+2% +$4.95K 0.1% 109
2023
Q2 		$297K Buy
1,314
+28
+2% +$5.82K 0.1% 108
2023
Q1 		$257K Sell
1,286
-545
-30% -$111K 0.1% 104
2022
Q4 		$365K Buy
+1,831
New +$366K 0.14% 92

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

Vertex Planning Partners's LOW Position: Q4 2025 in Review

Vertex Planning Partners sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 1,596 shares — an estimated $401K sold.

Vertex Planning Partners first reported a position in LOW in Q4 2022 and held it in 12 quarters. The position peaked at $401K in Q3 2025. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • Vertex Planning Partners reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 1,596 Lowe's Companies shares in Q4 2025, an estimated $401K.
  • Vertex Planning Partners first reported a position in Lowe's Companies in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's Lowe's Companies position peaked at $401K in Q3 2025.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.