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Key Financial Inc’s Lowe's Companies LOW Stock Holding History

Key Financial Inc’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
Q1 		$389K Sell
1,648
-108
-6% -$28.2K 0.07% 209
2025
Q4 		$423K Hold
1,756
– – 0.08% 196
2025
Q3 		$435K Buy
1,756
+5
+0.3% +$1.23K 0.08% 185
2025
Q2 		$388K Sell
1,751
-40
-2% -$8.93K 0.08% 198
2025
Q1 		$418K Hold
1,791
– – 0.09% 179
2024
Q4 		$442K Sell
1,791
-322
-15% -$86K 0.1% 159
2024
Q3 		$572K Buy
2,113
+7
+0.3% +$1.7K 0.13% 144
2024
Q2 		$464K Buy
2,106
+40
+2% +$9.13K 0.11% 149
2024
Q1 		$526K Buy
2,066
+103
+5% +$23.7K 0.13% 135
2023
Q4 		$437K Hold
1,963
– – 0.12% 142
2023
Q3 		$408K Hold
1,963
– – 0.14% 127
2023
Q2 		$443K Buy
1,963
+107
+6% +$22.3K 0.15% 123
2023
Q1 		$371K Buy
1,856
+121
+7% +$24.6K 0.14% 132
2022
Q4 		$326K Hold
1,735
– – 0.15% 119
2022
Q3 		$326K Hold
1,735
– – 0.15% 121
2022
Q2 		$308K Buy
1,735
+18
+1% +$3.47K 0.17% 109
2022
Q1 		$347K Buy
1,717
+626
+57% +$144K 0.17% 111
2021
Q4 		$282K Hold
1,091
– – 0.14% 120
2021
Q3 		$221K Buy
1,091
+6
+0.6% +$1.2K 0.13% 141
2021
Q2 		$209K Buy
1,085
+630
+138% +$123K 0.12% 148
2021
Q1 		$87K Hold
455
– – 0.06% 207
2020
Q4 		$73K Buy
+455
New +$73.9K 0.05% 212
2020
Q2 		– Sell
-63
Closed -$6K – 396
2020
Q1 		$6K Buy
+63
New +$6.88K 0.01% 489

Other funds holding LOW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Key Financial Inc's LOW Position: Q1 2026 in Review

Key Financial Inc reduced its Lowe's Companies (LOW) stake by 6.2% in Q1 2026, selling an estimated $28.2K and leaving 1,648 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #209.

Key Financial Inc first reported a position in LOW in Q1 2020 and has held it in 23 quarters since. The position peaked at $572K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Key Financial Inc held 1,648 shares of Lowe's Companies worth $389K as of Q1 2026.
  • Key Financial Inc sold 108 Lowe's Companies shares in Q1 2026, an estimated $28.2K.
  • Lowe's Companies made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #209 holding.
  • Key Financial Inc first reported a position in Lowe's Companies in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Lowe's Companies position peaked at $572K in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.