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 Q2	$242K	Sell	1,096 -620	-36%	-$141K	0.04%	169
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	$285K	Hold	1,515	–	–	0.16%	57
2022 Q2	$265K	Buy	+1,515	New	+$292K	0.16%	57

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CM Wealth Advisors's LOW Position: Q2 2026 in Review

CM Wealth Advisors reduced its Lowe's Companies (LOW) stake by 36% in Q2 2026, selling an estimated $141K and leaving 1,096 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #169.

CM Wealth Advisors first reported a position in LOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $414K in Q4 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

CM Wealth Advisors held 1,096 shares of Lowe's Companies worth $242K as of Q2 2026.
CM Wealth Advisors sold 620 Lowe's Companies shares in Q2 2026, an estimated $141K.
Lowe's Companies made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #169 holding.
CM Wealth Advisors first reported a position in Lowe's Companies in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's Lowe's Companies position peaked at $414K in Q4 2025.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.