Evermay Wealth Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $301K | Hold |
1,275
| – | – | 0.03% | 157 |
|
|
2025
Q4 | $307K | Hold |
1,275
| – | – | 0.03% | 162 |
|
|
2025
Q3 | $320K | Sell |
1,275
-100
| -7% | -$24.6K | 0.04% | 158 |
|
|
2025
Q2 | $305K | Sell |
1,375
-250
| -15% | -$55.8K | 0.04% | 165 |
|
|
2025
Q1 | $379K | Hold |
1,625
| – | – | 0.05% | 140 |
|
|
2024
Q4 | $401K | Sell |
1,625
-338
| -17% | -$90.3K | 0.06% | 136 |
|
|
2024
Q3 | $532K | Hold |
1,963
| – | – | 0.09% | 120 |
|
|
2024
Q2 | $433K | Buy |
1,963
+10
| +0.5% | +$2.28K | 0.07% | 136 |
|
|
2024
Q1 | $497K | Buy |
1,953
+336
| +21% | +$77.2K | 0.08% | 127 |
|
|
2023
Q4 | $360K | Buy |
1,617
+318
| +24% | +$64.5K | 0.07% | 130 |
|
|
2023
Q3 | $270K | Sell |
1,299
-263
| -17% | -$59.2K | 0.06% | 140 |
|
|
2023
Q2 | $353K | Buy |
1,562
+8
| +0.5% | +$1.66K | 0.07% | 126 |
|
|
2023
Q1 | $311K | Hold |
1,554
| – | – | 0.06% | 130 |
|
|
2022
Q4 | $310K | Hold |
1,554
| – | – | 0.06% | 134 |
|
|
2022
Q3 | $292K | Buy |
1,554
+60
| +4% | +$11.7K | 0.06% | 134 |
|
|
2022
Q2 | $261K | Sell |
1,494
-60
| -4% | -$11.6K | 0.05% | 143 |
|
|
2022
Q1 | $314K | Hold |
1,554
| – | – | 0.05% | 152 |
|
|
2021
Q4 | $402K | Hold |
1,554
| – | – | 0.07% | 112 |
|
|
2021
Q3 | $315K | Sell |
1,554
-82
| -5% | -$16.3K | 0.06% | 126 |
|
|
2021
Q2 | $317K | Sell |
1,636
-20
| -1% | -$3.91K | 0.06% | 137 |
|
|
2021
Q1 | $315K | Sell |
1,656
-176
| -10% | -$30.2K | 0.06% | 136 |
|
|
2020
Q4 | $294K | Buy |
1,832
+197
| +12% | +$32K | 0.06% | 138 |
|
|
2020
Q3 | $271K | Hold |
1,635
| – | – | 0.07% | 127 |
|
|
2020
Q2 | $221K | Buy |
+1,635
| New | +$187K | 0.06% | 145 |
|
|
2019
Q4 | – | Sell |
-2,072
| Closed | -$228K | – | 166 |
|
|
2019
Q3 | $228K | Sell |
2,072
-105
| -5% | -$11.1K | 0.06% | 135 |
|
|
2019
Q2 | $220K | Hold |
2,177
| – | – | 0.06% | 136 |
|
|
2019
Q1 | $238K | Hold |
2,177
| – | – | 0.07% | 130 |
|
|
2018
Q4 | $201K | Sell |
2,177
-80
| -4% | -$7.71K | 0.07% | 128 |
|
|
2018
Q3 | $259K | Buy |
2,257
+100
| +5% | +$10.4K | 0.08% | 119 |
|
|
2018
Q2 | $206K | Buy |
+2,157
| New | +$195K | 0.07% | 130 |
|
|
2018
Q1 | – | Sell |
-2,924
| Closed | -$272K | – | 143 |
|
|
2017
Q4 | $272K | Buy |
+2,924
| New | +$242K | 0.1% | 112 |
|
Other funds holding LOW
VCM
VPM
Evermay Wealth Management's LOW Position: Q1 2026 in Review
Evermay Wealth Management held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,275 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #157.
Evermay Wealth Management first reported a position in LOW in Q4 2017 and has held it in 31 quarters since. The position peaked at $532K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.
- Evermay Wealth Management held 1,275 shares of Lowe's Companies worth $301K as of Q1 2026.
- Evermay Wealth Management left its Lowe's Companies share count unchanged in Q1 2026.
- Lowe's Companies made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #157 holding.
- Evermay Wealth Management first reported a position in Lowe's Companies in Q4 2017 and has held it in 31 quarters since.
- Evermay Wealth Management's Lowe's Companies position peaked at $532K in Q3 2024.
- 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.