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WMS Partners’s Lowe's Companies LOW Stock Holding History

WMS 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
2025
Q1 		– Sell
-1,810
Closed -$447K – 157
2024
Q4 		$447K Buy
1,810
+85
+5% +$22.7K 0.03% 199
2024
Q3 		$467K Buy
1,725
+248
+17% +$60.1K 0.03% 187
2024
Q2 		$326K Buy
1,477
+104
+8% +$23.7K 0.02% 192
2024
Q1 		$350K Sell
1,373
-10
-0.7% -$2.3K 0.02% 205
2023
Q4 		$308K Sell
1,383
-377
-21% -$76.4K 0.02% 208
2023
Q3 		$366K Sell
1,760
-84
-5% -$18.9K 0.03% 186
2023
Q2 		$416K Buy
1,844
+28
+2% +$5.82K 0.03% 179
2023
Q1 		$363K Sell
1,816
-94
-5% -$19.1K 0.03% 188
2022
Q4 		$381K Buy
1,910
+1
+0.1% +$200 0.04% 182
2022
Q3 		$359K Sell
1,909
-108
-5% -$21K 0.05% 174
2022
Q2 		$352K Buy
2,017
+11
+0.5% +$2.12K 0.05% 171
2022
Q1 		$406K Buy
2,006
+1
+0% +$230 0.06% 157
2021
Q4 		$518K Sell
2,005
-169
-8% -$40.2K 0.11% 112
2021
Q3 		$441K Sell
2,174
-16
-0.7% -$3.19K 0.06% 161
2021
Q2 		$425K Sell
2,190
-23
-1% -$4.5K 0.06% 160
2021
Q1 		$421K Sell
2,213
-628
-22% -$108K 0.1% 136
2020
Q4 		$456K Sell
2,841
-14
-0.5% -$2.27K 0.08% 141
2020
Q3 		$473K Sell
2,855
-25
-0.9% -$3.85K 0.09% 123
2020
Q2 		$389K Buy
2,880
+305
+12% +$34.8K 0.08% 135
2020
Q1 		$222K Sell
2,575
-90
-3% -$9.83K 0.06% 169
2019
Q4 		$319K Buy
2,665
+93
+4% +$10.6K 0.07% 173
2019
Q3 		$283K Buy
2,572
+340
+15% +$35.9K 0.07% 181
2019
Q2 		$225K Buy
+2,232
New +$235K 0.06% 196
2018
Q4 		– Sell
-1,784
Closed -$205K – 204
2018
Q3 		$205K Buy
+1,784
New +$186K 0.02% 213

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WMS Partners's LOW Position: Q1 2025 in Review

WMS Partners sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 1,810 shares — an estimated $447K sold.

WMS Partners first reported a position in LOW in Q3 2018 and held it in 24 quarters. The position peaked at $518K in Q4 2021. 2,642 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • WMS Partners reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 1,810 Lowe's Companies shares in Q1 2025, an estimated $447K.
  • WMS Partners first reported a position in Lowe's Companies in Q3 2018 and held it in 24 quarters.
  • WMS Partners's Lowe's Companies position peaked at $518K in Q4 2021.
  • 2,642 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.