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Glassman Wealth Services’s Lowe's Companies LOW Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-2,899
Closed -$645K – 1094
2023
Q4 		$645K Sell
2,899
-99
-3% -$20.1K 0.09% 70
2023
Q3 		$623K Sell
2,998
-12
-0.4% -$2.7K 0.1% 67
2023
Q2 		$679K Sell
3,010
-98
-3% -$20.4K 0.11% 56
2023
Q1 		$622K Buy
3,108
+9
+0.3% +$1.83K 0.11% 60
2022
Q4 		$617K Buy
3,099
+243
+9% +$48.6K 0.11% 66
2022
Q3 		$536K Buy
2,856
+94
+3% +$18.3K 0.11% 68
2022
Q2 		$482K Buy
2,762
+356
+15% +$68.6K 0.1% 77
2022
Q1 		$486K Buy
2,406
+24
+1% +$5.52K 0.09% 81
2021
Q4 		$616K Buy
2,382
+649
+37% +$154K 0.11% 72
2021
Q3 		$352K Buy
1,733
+113
+7% +$22.5K 0.07% 98
2021
Q2 		$314K Buy
1,620
+28
+2% +$5.48K 0.07% 99
2021
Q1 		$303K Buy
1,592
+44
+3% +$7.55K 0.06% 106
2020
Q4 		$248K Buy
1,548
+96
+7% +$15.6K 0.06% 118
2020
Q3 		$241K Buy
1,452
+70
+5% +$10.8K 0.07% 109
2020
Q2 		$187K Sell
1,382
-156
-10% -$17.8K 0.06% 113
2020
Q1 		$132K Buy
1,538
+171
+13% +$18.7K 0.05% 134
2019
Q4 		$164K Buy
1,367
+137
+11% +$15.7K 0.06% 134
2019
Q3 		$135K Sell
1,230
-6
-0.5% -$633 0.05% 141
2019
Q2 		$125K Buy
1,236
+863
+231% +$91K 0.05% 148
2019
Q1 		$41K Buy
373
+177
+90% +$17.7K 0.02% 258
2018
Q4 		$18K Hold
196
– – 0.01% 310
2018
Q3 		$23K Sell
196
-5
-2% -$521 0.01% 311
2018
Q2 		$19K Sell
201
-389
-66% -$35.2K 0.01% 307
2018
Q1 		$52K Buy
590
+253
+75% +$23.9K 0.03% 173
2017
Q4 		$31K Hold
337
– – 0.02% 206
2017
Q3 		$27K Sell
337
-90
-21% -$6.89K 0.02% 199
2017
Q2 		$33K Buy
+427
New +$34.9K 0.02% 185

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Glassman Wealth Services's LOW Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 2,899 shares — an estimated $645K sold.

Glassman Wealth Services first reported a position in LOW in Q2 2017 and held it in 27 quarters. The position peaked at $679K in Q2 2023. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,899 Lowe's Companies shares in Q1 2024, an estimated $645K.
  • Glassman Wealth Services first reported a position in Lowe's Companies in Q2 2017 and held it in 27 quarters.
  • Glassman Wealth Services's Lowe's Companies position peaked at $679K in Q2 2023.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.