WA
LOW icon

Wambolt & Associates’s Lowe's Companies LOW Stock Holding History

Wambolt & Associates’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
Q2 		$536K Sell
2,346
-727
-24% -$162K 0.18% 109
2025
Q1 		$719K Sell
3,073
-159
-5% -$39.1K 0.24% 98
2024
Q4 		$798K Sell
3,232
-919
-22% -$245K 0.26% 98
2024
Q3 		$1.13M Sell
4,151
-710
-15% -$172K 0.31% 88
2024
Q2 		$1.04M Sell
4,861
-274
-5% -$62.5K 0.3% 85
2024
Q1 		$1.28M Sell
5,135
-1,950
-28% -$448K 0.38% 82
2023
Q4 		$1.58M Sell
7,085
-555
-7% -$112K 0.52% 59
2023
Q3 		$1.57M Sell
7,640
-5
-0.1% -$1.13K 0.57% 55
2023
Q2 		$1.73M Sell
7,645
-176
-2% -$36.6K 0.61% 46
2023
Q1 		$1.6M Sell
7,821
-530
-6% -$108K 0.57% 54
2022
Q4 		$1.66M Sell
8,351
-78
-0.9% -$15.6K 0.64% 45
2022
Q3 		$1.58M Sell
8,429
-32
-0.4% -$6.23K 0.67% 40
2022
Q2 		$1.48M Buy
8,461
+538
+7% +$104K 0.59% 53
2022
Q1 		$1.6M Buy
7,923
+1,363
+21% +$313K 0.58% 56
2021
Q4 		$1.7M Buy
6,560
+528
+9% +$126K 0.61% 52
2021
Q3 		$1.23M Buy
6,032
+189
+3% +$37.7K 0.49% 78
2021
Q2 		$1.14M Buy
5,843
+180
+3% +$35.2K 0.49% 74
2021
Q1 		$1.08M Buy
5,663
+143
+3% +$24.5K 0.56% 66
2020
Q4 		$886K Sell
5,520
-222
-4% -$36.1K 0.53% 69
2020
Q3 		$952K Sell
5,742
-150
-3% -$23.1K 0.71% 45
2020
Q2 		$796K Buy
5,892
+418
+8% +$47.7K 0.63% 54
2020
Q1 		$471K Sell
5,474
-27
-0.5% -$2.95K 0.49% 68
2019
Q4 		$659K Buy
5,501
+673
+14% +$77K 0.5% 67
2019
Q3 		$531K Buy
4,828
+400
+9% +$42.2K 0.44% 74
2019
Q2 		$447K Buy
4,428
+609
+16% +$64.2K 0.38% 83
2019
Q1 		$432K Sell
3,819
-216
-5% -$21.6K 0.39% 78
2018
Q4 		$373K Buy
+4,035
New +$389K 0.41% 82

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wambolt & Associates's LOW Position: Q2 2025 in Review

Wambolt & Associates reduced its Lowe's Companies (LOW) stake by 24% in Q2 2025, selling an estimated $162K and leaving 2,346 shares worth $536K. The position accounts for 0.18% of the portfolio, ranked #109.

Wambolt & Associates first reported a position in LOW in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.73M in Q2 2023. 2,605 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Wambolt & Associates held 2,346 shares of Lowe's Companies worth $536K as of Q2 2025.
  • Wambolt & Associates sold 727 Lowe's Companies shares in Q2 2025, an estimated $162K.
  • Lowe's Companies made up 0.18% of Wambolt & Associates's portfolio in Q2 2025, its #109 holding.
  • Wambolt & Associates first reported a position in Lowe's Companies in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Lowe's Companies position peaked at $1.73M in Q2 2023.
  • 2,605 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.