LOW β€” LOWES COS INC

Ownership history in Evergreen Private Wealth LLC  Β·  8 quarters on record

AI Ownership Summary

Evergreen Private Wealth LLC reported LOWES COS INC (LOW) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows LOW at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evergreen Private Wealth LLC's position in LOWES COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LOW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evergreen Private Wealth LLC held LOW β€” position size vs. price
% of Fund (quarterly)    LOW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 106 β€” 0% 0.01% $27K 2025-10-24 $241.62
2025 Q2 UNCHANGED 106 β€” 0% 0.01% $24K 2025-07-16 $213.44
2025 Q1 UNCHANGED 106 β€” 0% 0.01% $25K 2025-05-02 $223.88
2024 Q4 UNCHANGED 106 β€” 0% 0.01% $26K 2025-02-07 $246.96
2024 Q3 UNCHANGED 106 β€” 0% 0.01% $29K 2024-11-01 $255.65
2024 Q2 UNCHANGED 106 β€” 0% 0.01% $23K 2024-08-13 $229.54
2024 Q1 UNCHANGED 106 β€” 0% 0.01% $27K 2024-04-17 $220.29
2023 Q4 INITIATED 106 β€” β€” 0.01% $24K 2024-02-08 $212.14

FAQ About Evergreen Private Wealth LLC and LOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evergreen Private Wealth LLC reported owning LOW?

Evergreen Private Wealth LLC reported LOW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported LOW position in Evergreen Private Wealth LLC's portfolio?

The largest reported portfolio weight for LOW was 0.01% in 2024 Q1.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2025 Q3, when Evergreen Private Wealth LLC reported 106 shares, equal to 0.01% of portfolio, with an estimated market value of $27K.

What does the chart on this LOW ownership page compare?

The chart compares Evergreen Private Wealth LLC's quarterly LOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Evergreen Private Wealth LLC Holdings