CGN Advisors’s Lowe's Companies LOW Stock Holding History

CGN Advisors’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
2026 Q1	–	Sell	-843	Closed	-$203K	–	324
2025 Q4	$203K	Buy	+843	New	+$202K	0.02%	310
2025 Q1	–	Sell	-1,442	Closed	-$356K	–	292
2024 Q4	$356K	Sell	1,442 -15	-1%	-$4.01K	0.03%	234
2024 Q3	$395K	Buy	+1,457	New	+$353K	0.04%	220
2023 Q4	–	Sell	-1,452	Closed	-$302K	–	255
2023 Q3	$302K	Buy	1,452 +92	+7%	+$20.7K	0.04%	212
2023 Q2	$307K	Buy	1,360 +198	+17%	+$41.2K	0.04%	199
2023 Q1	$232K	Hold	1,162	–	–	0.04%	206
2022 Q4	$232K	Buy	1,162 +13	+1%	+$2.6K	0.04%	208
2022 Q3	$216K	Sell	1,149 -509	-31%	-$99.1K	0.05%	220
2022 Q2	$290K	Sell	1,658 -7	-0.4%	-$1.35K	0.08%	179
2022 Q1	$337K	Sell	1,665 -434	-21%	-$99.8K	0.08%	178
2021 Q4	$543K	Buy	2,099 +17	+0.8%	+$4.04K	0.14%	139
2021 Q3	$422K	Buy	2,082 +353	+20%	+$70.4K	0.14%	141
2021 Q2	$335K	Buy	1,729 +475	+38%	+$92.9K	0.11%	166
2021 Q1	$238K	Hold	1,254	–	–	0.09%	182
2020 Q4	$201K	Buy	+1,254	New	+$204K	0.08%	191

Other funds holding LOW

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return