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Key Client Fiduciary Advisors’s Lowe's Companies LOW Stock Holding History

Key Client Fiduciary 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 		$590K Sell
2,676
-15
-0.6% -$3.41K 0.17% 121
2026
Q1 		$636K Buy
2,691
+16
+0.6% +$4.17K 0.22% 98
2025
Q4 		$645K Sell
2,675
-140
-5% -$33.6K 0.22% 97
2025
Q3 		$707K Buy
2,815
+4
+0.1% +$983 0.23% 89
2025
Q2 		$624K Sell
2,811
-47
-2% -$10.5K 0.25% 88
2025
Q1 		$667K Buy
2,858
+2
+0.1% +$492 0.3% 77
2024
Q4 		$705K Buy
2,856
+381
+15% +$102K 0.31% 79
2024
Q3 		$670K Buy
2,475
+24
+1% +$5.81K 0.3% 77
2024
Q2 		$540K Buy
2,451
+58
+2% +$13.2K 0.27% 89
2024
Q1 		$610K Buy
2,393
+376
+19% +$86.4K 0.32% 73
2023
Q4 		$449K Sell
2,017
-60
-3% -$12.2K 0.26% 94
2023
Q3 		$432K Buy
2,077
+30
+1% +$6.75K 0.26% 94
2023
Q2 		$462K Hold
2,047
– – 0.27% 87
2023
Q1 		$409K Buy
2,047
+50
+3% +$10.2K 0.26% 89
2022
Q4 		$398K Buy
1,997
+452
+29% +$90.3K 0.27% 86
2022
Q3 		$290K Sell
1,545
-22
-1% -$4.29K 0.26% 80
2022
Q2 		$274K Buy
1,567
+35
+2% +$6.75K 0.27% 86
2022
Q1 		$310K Sell
1,532
-9
-0.6% -$2.07K 0.25% 95
2021
Q4 		$398K Buy
+1,541
New +$366K 0.33% 72

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return