CWM
LOW icon

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

CMH 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
2022
Q3 		– Sell
-15,796
Closed -$2.76M – 50
2022
Q2 		$2.76M Buy
15,796
+430
+3% +$82.9K 1% 41
2022
Q1 		$3.11M Buy
15,366
+188
+1% +$43.2K 0.96% 40
2021
Q4 		$3.92M Buy
15,178
+184
+1% +$43.7K 1.18% 36
2021
Q3 		$3.04M Sell
14,994
-18
-0.1% -$3.59K 1% 37
2021
Q2 		$2.91M Buy
15,012
+312
+2% +$61K 0.97% 38
2021
Q1 		$2.8M Sell
14,700
-12,891
-47% -$2.21M 1.05% 35
2020
Q4 		$4.43M Buy
27,591
+844
+3% +$137K 1.62% 23
2020
Q3 		$4.44M Buy
26,747
+609
+2% +$93.8K 1.9% 19
2020
Q2 		$3.53M Buy
26,138
+245
+0.9% +$28K 1.69% 21
2020
Q1 		$2.23M Buy
+25,893
New +$2.83M 1.3% 34
2018
Q3 		– Sell
-12,295
Closed -$1.17M – 60
2018
Q2 		$1.17M Sell
12,295
-160
-1% -$14.5K 0.67% 48
2018
Q1 		$1.05M Sell
12,455
-355
-3% -$33.6K 0.71% 46
2017
Q4 		$1.17M Sell
12,810
-495
-4% -$40.9K 0.78% 45
2017
Q3 		$1.07M Buy
13,305
+145
+1% +$11.1K 0.8% 42
2017
Q2 		$1.03M Sell
13,160
-395
-3% -$32.3K 0.82% 42
2017
Q1 		$1.11M Sell
13,555
-5,955
-31% -$456K 0.87% 43
2016
Q4 		$1.42M Buy
+19,510
New +$1.38M 1.24% 33

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CMH Wealth Management's LOW Position: Q3 2022 in Review

CMH Wealth Management sold out of Lowe's Companies (LOW) in Q3 2022, closing a stake of 15,796 shares — an estimated $2.76M sold.

CMH Wealth Management first reported a position in LOW in Q4 2016 and held it in 17 quarters. The position peaked at $4.44M in Q3 2020. 2,171 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

  • CMH Wealth Management reported no remaining Lowe's Companies position as of Q3 2022 after selling out during the quarter.
  • CMH Wealth Management sold 15,796 Lowe's Companies shares in Q3 2022, an estimated $2.76M.
  • CMH Wealth Management first reported a position in Lowe's Companies in Q4 2016 and held it in 17 quarters.
  • CMH Wealth Management's Lowe's Companies position peaked at $4.44M in Q3 2020.
  • 2,171 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on CMH Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.