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Buckingham Strategic Wealth’s Lowe's Companies LOW Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$2.36M Buy
10,683
+589
+6% +$134K 0.02% 219
2024
Q1 		$2.57M Sell
10,094
-4,785
-32% -$1.1M 0.03% 214
2023
Q4 		$3.31M Sell
14,879
-889
-6% -$180K 0.04% 177
2023
Q3 		$3.28M Sell
15,768
-462
-3% -$104K 0.05% 164
2023
Q2 		$3.66M Buy
16,230
+8,011
+97% +$1.67M 0.05% 155
2023
Q1 		$1.64M Hold
8,219
– – 0.03% 204
2022
Q4 		$1.64M Sell
8,219
-365
-4% -$73K 0.03% 205
2022
Q3 		$1.61M Buy
8,584
+1,292
+18% +$252K 0.03% 194
2022
Q2 		$1.27M Buy
7,292
+545
+8% +$105K 0.03% 235
2022
Q1 		$1.36M Buy
6,747
+212
+3% +$48.8K 0.03% 234
2021
Q4 		$1.69M Sell
6,535
-247
-4% -$58.7K 0.03% 203
2021
Q3 		$1.38M Buy
6,782
+566
+9% +$113K 0.03% 225
2021
Q2 		$1.21M Sell
6,216
-24
-0.4% -$4.7K 0.03% 231
2021
Q1 		$1.19M Sell
6,240
-104
-2% -$17.8K 0.06% 217
2020
Q4 		$1.02M Buy
6,344
+735
+13% +$119K 0.05% 217
2020
Q3 		$930K Sell
5,609
-1,504
-21% -$232K 0.07% 190
2020
Q2 		$961K Sell
7,113
-898
-11% -$103K 0.09% 154
2020
Q1 		$689K Sell
8,011
-5,378
-40% -$588K 0.07% 213
2019
Q4 		$1.6M Buy
13,389
+1,209
+10% +$138K 0.15% 111
2019
Q3 		$1.34M Buy
12,180
+1,760
+17% +$186K 0.15% 113
2019
Q2 		$1.05M Buy
10,420
+1,755
+20% +$185K 0.11% 139
2019
Q1 		$949K Buy
8,665
+6
+0.1% +$599 0.12% 140
2018
Q4 		$800K Sell
8,659
-78
-0.9% -$7.52K 0.12% 140
2018
Q3 		$1M Buy
8,737
+258
+3% +$26.9K 0.15% 122
2018
Q2 		$810K Sell
8,479
-324
-4% -$29.3K 0.13% 134
2018
Q1 		$772K Buy
8,803
+485
+6% +$45.9K 0.15% 131
2017
Q4 		$773K Buy
8,318
+2,244
+37% +$186K 0.16% 124
2017
Q3 		$486K Buy
6,074
+833
+16% +$63.8K 0.12% 160
2017
Q2 		$406K Sell
5,241
-1,626
-24% -$133K 0.1% 179
2017
Q1 		$565K Buy
6,867
+2,448
+55% +$187K 0.16% 124
2016
Q4 		$314K Buy
4,419
+144
+3% +$10.2K 0.1% 158
2016
Q3 		$309K Sell
4,275
-679
-14% -$52.8K 0.1% 152
2016
Q2 		$392K Sell
4,954
-56
-1% -$4.33K 0.13% 128
2016
Q1 		$380K Buy
5,010
+756
+18% +$53.3K 0.13% 122
2015
Q4 		$323K Sell
4,254
-527
-11% -$39.1K 0.11% 129
2015
Q3 		$329K Buy
4,781
+634
+15% +$43.6K 0.12% 127
2015
Q2 		$278K Buy
4,147
+854
+26% +$60.9K 0.09% 167
2015
Q1 		$245K Buy
3,293
+63
+2% +$4.52K 0.09% 174
2014
Q4 		$222K Buy
+3,230
New +$193K 0.09% 181

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buckingham Strategic Wealth's LOW Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Lowe's Companies (LOW) stake by 5.8% in Q2 2024, buying an estimated $134K and bringing the position to 10,683 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #219.

Buckingham Strategic Wealth first reported a position in LOW in Q4 2014 and has held it in 39 quarters since. The position peaked at $3.66M in Q2 2023. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • Buckingham Strategic Wealth held 10,683 shares of Lowe's Companies worth $2.36M as of Q2 2024.
  • Buckingham Strategic Wealth bought 589 Lowe's Companies shares in Q2 2024, an estimated $134K.
  • Lowe's Companies made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #219 holding.
  • Buckingham Strategic Wealth first reported a position in Lowe's Companies in Q4 2014 and has held it in 39 quarters since.
  • Buckingham Strategic Wealth's Lowe's Companies position peaked at $3.66M in Q2 2023.
  • 2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.