WR Wealth Planners’s Lowe's Companies LOW Stock Holding History

WR Wealth Planners’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	$149K	Buy	602 +48	+9%	+$12.8K	0.05%	183
2024 Q3	$150K	Buy	554 +86	+18%	+$20.8K	0.04%	223
2024 Q2	$103K	Buy	468 +28	+6%	+$6.39K	0.03%	250
2024 Q1	$112K	Buy	+440	New	+$101K	0.03%	239
2023 Q4	–	Sell	-648	Closed	-$135K	–	569
2023 Q3	$135K	Sell	648 -18	-3%	-$4.05K	0.05%	206
2023 Q2	$150K	Buy	666 +222	+50%	+$46.2K	0.06%	198
2023 Q1	$88.8K	Buy	+444	New	+$90.2K	0.04%	249

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

WR Wealth Planners's LOW Position: Q4 2024 in Review

WR Wealth Planners increased its Lowe's Companies (LOW) stake by 8.7% in Q4 2024, buying an estimated $12.8K and bringing the position to 602 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #183.

WR Wealth Planners first reported a position in LOW in Q1 2023 and has held it in 7 quarters since. The position peaked at $150K in Q2 2023. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

WR Wealth Planners held 602 shares of Lowe's Companies worth $149K as of Q4 2024.
WR Wealth Planners bought 48 Lowe's Companies shares in Q4 2024, an estimated $12.8K.
Lowe's Companies made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #183 holding.
WR Wealth Planners first reported a position in Lowe's Companies in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Lowe's Companies position peaked at $150K in Q2 2023.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.