Boston Financial Management’s Lowe's Companies LOW Stock Holding History

Boston Financial 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
2024 Q4	$1.48M	Buy	5,985 +194	+3%	+$51.8K	0.04%	169
2024 Q3	$1.57M	Sell	5,791 -277	-5%	-$67.1K	0.05%	164
2024 Q2	$1.34M	Buy	6,068 +16	+0.3%	+$3.65K	0.04%	171
2024 Q1	$1.54M	Sell	6,052 -1,350	-18%	-$310K	0.05%	162
2023 Q4	$1.65M	Buy	7,402 +1,455	+24%	+$295K	0.06%	149
2023 Q3	$1.24M	Buy	5,947 +178	+3%	+$40K	0.05%	157
2023 Q2	$1.3M	Buy	5,769 +2,655	+85%	+$552K	0.05%	169
2023 Q1	$623K	Sell	3,114 -379	-11%	-$77K	0.02%	211
2022 Q4	$696K	Sell	3,493 -1,427	-29%	-$285K	0.03%	207
2022 Q3	$924K	Buy	4,920 +90	+2%	+$17.5K	0.04%	171
2022 Q2	$844K	Buy	4,830 +68	+1%	+$13.1K	0.04%	169
2022 Q1	$963K	Sell	4,762 -172	-3%	-$39.6K	0.04%	167
2021 Q4	$1.27M	Sell	4,934 -2,070	-30%	-$492K	0.05%	137
2021 Q3	$1.42M	Buy	7,004 +130	+2%	+$25.9K	0.06%	126
2021 Q2	$1.33M	Sell	6,874 -130	-2%	-$25.4K	0.05%	126
2021 Q1	$1.33M	Hold	7,004	–	–	0.06%	118
2020 Q4	$1.12M	Hold	7,004	–	–	0.05%	120
2020 Q3	$1.16M	Buy	7,004 +35	+0.5%	+$5.39K	0.06%	119
2020 Q2	$942K	Sell	6,969 -2,720	-28%	-$311K	0.05%	127
2020 Q1	$834K	Buy	9,689 +3,464	+56%	+$378K	0.05%	126
2019 Q4	$746K	Hold	6,225	–	–	0.04%	145
2019 Q3	$685K	Hold	6,225	–	–	0.04%	153
2019 Q2	$628K	Sell	6,225 -338	-5%	-$35.6K	0.04%	160
2019 Q1	$718K	Sell	6,563 -635	-9%	-$63.4K	0.04%	158
2018 Q4	$665K	Sell	7,198 -440	-6%	-$42.4K	0.05%	162
2018 Q3	$877K	Buy	7,638 +313	+4%	+$32.6K	0.05%	171
2018 Q2	$700K	Sell	7,325 -479	-6%	-$43.4K	0.05%	169
2018 Q1	$685K	Sell	7,804 -1,121	-13%	-$106K	0.05%	174
2017 Q4	$829K	Sell	8,925 -250	-3%	-$20.7K	0.06%	174
2017 Q3	$733K	Sell	9,175 -866	-9%	-$66.3K	0.05%	178
2017 Q2	$778K	Hold	10,041	–	–	0.06%	182
2017 Q1	$825K	Buy	10,041 +740	+8%	+$56.6K	0.06%	184
2016 Q4	$661K	Buy	9,301 +1,626	+21%	+$115K	0.05%	194
2016 Q3	$554K	Sell	7,675 -1,600	-17%	-$124K	0.05%	196
2016 Q2	$734K	Sell	9,275 -175	-2%	-$13.5K	0.06%	188
2016 Q1	$716K	Hold	9,450	–	–	0.11%	126
2015 Q4	$719K	Sell	9,450 -480	-5%	-$35.6K	0.1%	133
2015 Q3	$684K	Hold	9,930	–	–	0.1%	150
2015 Q2	$665K	Buy	9,930 +175	+2%	+$12.5K	0.09%	157
2015 Q1	$726K	Sell	9,755 -1,715	-15%	-$123K	0.09%	151
2014 Q4	$789K	Buy	11,470 +290	+3%	+$17.4K	0.1%	147
2014 Q3	$592K	Sell	11,180 -65	-0.6%	-$3.28K	0.08%	155
2014 Q2	$540K	Sell	11,245 -500	-4%	-$23.3K	0.07%	160
2014 Q1	$574K	Sell	11,745 -10	-0.1%	-$483	0.08%	155
2013 Q4	$582K	Buy	11,755 +560	+5%	+$27.2K	0.08%	155
2013 Q3	$533K	Buy	11,195 +615	+6%	+$27.9K	0.08%	153
2013 Q2	$433K	Buy	+10,580	New	+$426K	0.07%	164

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

Boston Financial Management's LOW Position: Q4 2024 in Review

Boston Financial Management increased its Lowe's Companies (LOW) stake by 3.4% in Q4 2024, buying an estimated $51.8K and bringing the position to 5,985 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #169.

Boston Financial Management first reported a position in LOW in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.65M in Q4 2023. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Boston Financial Management held 5,985 shares of Lowe's Companies worth $1.48M as of Q4 2024.
Boston Financial Management bought 194 Lowe's Companies shares in Q4 2024, an estimated $51.8K.
Lowe's Companies made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #169 holding.
Boston Financial Management first reported a position in Lowe's Companies in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's Lowe's Companies position peaked at $1.65M in Q4 2023.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.