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

Wealth Management 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
2024 Q4	–	Sell	-801	Closed	-$217K	–	118
2024 Q3	$217K	Buy	+801	New	+$194K	0.1%	105
2024 Q2	–	Sell	-801	Closed	-$204K	–	115
2024 Q1	$204K	Buy	+801	New	+$184K	0.1%	114
2022 Q1	–	Sell	-1,000	Closed	-$250K	–	118
2021 Q4	$250K	Buy	1,000 +6	+0.6%	+$1.43K	0.17%	96
2021 Q3	$202K	Buy	+994	New	+$198K	0.15%	108

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealth Management Partners's LOW Position: Q4 2024 in Review

Wealth Management Partners sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 801 shares — an estimated $217K sold.

Wealth Management Partners first reported a position in LOW in Q3 2021 and held it in 4 quarters. The position peaked at $250K in Q4 2021. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Wealth Management Partners reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
Wealth Management Partners sold 801 Lowe's Companies shares in Q4 2024, an estimated $217K.
Wealth Management Partners first reported a position in Lowe's Companies in Q3 2021 and held it in 4 quarters.
Wealth Management Partners's Lowe's Companies position peaked at $250K in Q4 2021.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Wealth Management Partners's 13F filing for Q4 2024, filed 16 Jan 2025.