CM Wealth Advisors’s Lowe's Companies LOW Stock Holding History

CM Wealth 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	$405K	Hold	1,716	–	–	0.09%	98
2025 Q4	$414K	Buy	1,716 +302	+21%	+$72.5K	0.09%	93
2025 Q3	$355K	Sell	1,414 -101	-7%	-$24.8K	0.09%	70
2025 Q2	$336K	Hold	1,515	–	–	0.1%	69
2025 Q1	$353K	Hold	1,515	–	–	0.11%	63
2024 Q4	$374K	Hold	1,515	–	–	0.12%	60
2024 Q3	$410K	Hold	1,515	–	–	0.13%	59
2024 Q2	$334K	Hold	1,515	–	–	0.16%	55
2024 Q1	$351K	Hold	1,515	–	–	0.1%	118
2023 Q4	$337K	Hold	1,515	–	–	0.14%	56
2023 Q3	$306K	Hold	1,515	–	–	0.12%	59
2023 Q2	$358K	Hold	1,515	–	–	0.12%	91
2023 Q1	$306K	Hold	1,515	–	–	0.06%	313
2022 Q4	$302K	Hold	1,515	–	–	0.15%	55
2022 Q3	$285M	Hold	1,515	–	–	0.16%	57
2022 Q2	$265K	Buy	+1,515	New	+$292K	0.16%	57

Other funds holding LOW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

CM Wealth Advisors's LOW Position: Q1 2026 in Review

CM Wealth Advisors held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,716 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #98.

CM Wealth Advisors first reported a position in LOW in Q2 2022 and has held it in 16 quarters since. The position peaked at $285M in Q3 2022. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

CM Wealth Advisors held 1,716 shares of Lowe's Companies worth $405K as of Q1 2026.
CM Wealth Advisors left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.09% of CM Wealth Advisors's portfolio in Q1 2026, its #98 holding.
CM Wealth Advisors first reported a position in Lowe's Companies in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Lowe's Companies position peaked at $285M in Q3 2022.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.