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

Wiser Wealth Management’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
-871
Closed -$203K – 52
2025
Q1 		$203K Buy
871
+13
+2% +$3.2K 0.06% 49
2024
Q4 		$212K Buy
858
+27
+3% +$7.21K 0.06% 46
2024
Q3 		$225K Buy
+831
New +$201K 0.06% 45

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

Wiser Wealth Management's LOW Position: Q2 2025 in Review

Wiser Wealth Management sold out of Lowe's Companies (LOW) in Q2 2025, closing a stake of 871 shares — an estimated $203K sold.

Wiser Wealth Management first reported a position in LOW in Q3 2024 and held it in 3 quarters. The position peaked at $225K in Q3 2024. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Wiser Wealth Management reported no remaining Lowe's Companies position as of Q2 2025 after selling out during the quarter.
  • Wiser Wealth Management sold 871 Lowe's Companies shares in Q2 2025, an estimated $203K.
  • Wiser Wealth Management first reported a position in Lowe's Companies in Q3 2024 and held it in 3 quarters.
  • Wiser Wealth Management's Lowe's Companies position peaked at $225K in Q3 2024.
  • 2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Wiser Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.