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

Brophy 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
2024 Q3	$566K	Buy	+2,089	New	+$506K	0.2%	113

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brophy Wealth Management's LOW Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Lowe's Companies (LOW) in Q3 2024: 2,089 shares worth $566K. The stake represents 0.2% of the portfolio and ranks #113 among its holdings.

2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Brophy Wealth Management held 2,089 shares of Lowe's Companies worth $566K as of Q3 2024.
Lowe's Companies was a new Brophy Wealth Management position in Q3 2024.
Lowe's Companies made up 0.2% of Brophy Wealth Management's portfolio in Q3 2024, its #113 holding.
2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.