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Wellspring Financial Advisors’s Lowe's Companies LOW Stock Holding History

Wellspring Financial Advisors’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 		– Sell
-939
Closed -$219K – 183
2025
Q1 		$219K Buy
939
+7
+0.8% +$1.72K 0.02% 122
2024
Q4 		$230K Buy
932
+9
+1% +$2.4K 0.02% 122
2024
Q3 		$250K Buy
923
+6
+0.7% +$1.45K 0.03% 128
2024
Q2 		$202K Sell
917
-200
-18% -$45.6K 0.03% 140
2024
Q1 		$285K Buy
1,117
+81
+8% +$18.6K 0.05% 101
2023
Q4 		$231K Buy
+1,036
New +$210K 0.06% 113

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

Wellspring Financial Advisors's LOW Position: Q2 2025 in Review

Wellspring Financial Advisors sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 939 shares — an estimated $219K sold.

Wellspring Financial Advisors first reported a position in LOW in Q4 2023 and held it in 6 quarters. The position peaked at $285K in Q1 2024. 2,605 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Wellspring Financial Advisors reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 939 Lowe's Companies shares in Q2 2025, an estimated $219K.
  • Wellspring Financial Advisors first reported a position in Lowe's Companies in Q4 2023 and held it in 6 quarters.
  • Wellspring Financial Advisors's Lowe's Companies position peaked at $285K in Q1 2024.
  • 2,605 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Wellspring Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.