West Coast Financial’s Lowe's Companies LOW Stock Holding History

West Coast Financial’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	-1,540	Closed	-$359K	–	88
2025 Q1	$359K	Hold	1,540	–	–	0.04%	125
2024 Q4	$380K	Hold	1,540	–	–	0.04%	119
2024 Q3	$417K	Hold	1,540	–	–	0.05%	117
2024 Q2	$340K	Hold	1,540	–	–	0.04%	124
2024 Q1	$392K	Sell	1,540 -57	-4%	-$13.1K	0.05%	108
2023 Q4	$355K	Buy	1,597 +16	+1%	+$3.24K	0.05%	115
2023 Q3	$329K	Sell	1,581 -32	-2%	-$7.2K	0.05%	111
2023 Q2	$364K	Hold	1,613	–	–	0.05%	112
2023 Q1	$323K	Sell	1,613 -11	-0.7%	-$2.23K	0.05%	106
2022 Q4	$324K	Buy	1,624 +11	+0.7%	+$2.2K	0.05%	103
2022 Q3	$303K	Hold	1,613	–	–	0.06%	96
2022 Q2	$282K	Hold	1,613	–	–	0.05%	101
2022 Q1	$326K	Sell	1,613 -28	-2%	-$6.44K	0.05%	100
2021 Q4	$424K	Hold	1,641	–	–	0.06%	98
2021 Q3	$333K	Buy	1,641 +41	+3%	+$8.17K	0.05%	104
2021 Q2	$310K	Hold	1,600	–	–	0.05%	108
2021 Q1	$304K	Sell	1,600 -1,200	-43%	-$206K	0.05%	103
2020 Q4	$449K	Hold	2,800	–	–	0.09%	83
2020 Q3	$464K	Hold	2,800	–	–	0.1%	81
2020 Q2	$378K	Hold	2,800	–	–	0.09%	80
2020 Q1	$241K	Sell	2,800 -30	-1%	-$3.28K	0.06%	91
2019 Q4	$339K	Sell	2,830 -70	-2%	-$8K	0.07%	92
2019 Q3	$319K	Hold	2,900	–	–	0.07%	93
2019 Q2	$293K	Sell	2,900 -150	-5%	-$15.8K	0.07%	94
2019 Q1	$334K	Hold	3,050	–	–	0.08%	96
2018 Q4	$282K	Sell	3,050 -2,315	-43%	-$223K	0.08%	97
2018 Q3	$616K	Buy	5,365 +1,850	+53%	+$193K	0.14%	91
2018 Q2	$336K	Sell	3,515 -2,050	-37%	-$186K	0.09%	88
2018 Q1	$488K	Sell	5,565 -185	-3%	-$17.5K	0.14%	76
2017 Q4	$534K	Sell	5,750 -670	-10%	-$55.4K	0.15%	80
2017 Q3	$513K	Buy	6,420 +370	+6%	+$28.3K	0.14%	96
2017 Q2	$469K	Sell	6,050 -550	-8%	-$45K	0.15%	82
2017 Q1	$543K	Sell	6,600 -400	-6%	-$30.6K	0.17%	83
2016 Q4	$498K	Hold	7,000	–	–	0.16%	89
2016 Q3	$505K	Buy	7,000 +1,000	+17%	+$77.8K	0.16%	90
2016 Q2	$475K	Buy	6,000 +1,200	+25%	+$92.8K	0.17%	75
2016 Q1	$364K	Hold	4,800	–	–	0.15%	71
2015 Q4	$365K	Hold	4,800	–	–	0.15%	76
2015 Q3	$331K	Hold	4,800	–	–	0.15%	76
2015 Q2	$321K	Hold	4,800	–	–	0.14%	77
2015 Q1	$357K	Buy	+4,800	New	+$344K	0.17%	73

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

West Coast Financial's LOW Position: Q2 2025 in Review

West Coast Financial sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 1,540 shares — an estimated $359K sold.

West Coast Financial first reported a position in LOW in Q1 2015 and held it in 41 quarters. The position peaked at $616K in Q3 2018. 2,605 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

West Coast Financial reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 1,540 Lowe's Companies shares in Q2 2025, an estimated $359K.
West Coast Financial first reported a position in Lowe's Companies in Q1 2015 and held it in 41 quarters.
West Coast Financial's Lowe's Companies position peaked at $616K in Q3 2018.
2,605 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.