Key Financial Inc
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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
Q3 		$283K Buy
1,533
+6
+0.4% +$1.25K 0.05% 254
2026
Q2 		$337K Sell
1,527
-121
-7% -$27.5K 0.06% 232
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% +$9.12K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Key Financial Inc's LOW Position: Q3 2026 in Review

Key Financial Inc increased its Lowe's Companies (LOW) stake by 0.39% in Q3 2026, buying an estimated $1.25K and bringing the position to 1,533 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #254.

Key Financial Inc first reported a position in LOW in Q1 2020 and has held it in 25 quarters since. The position peaked at $572K in Q3 2024. 1,922 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Key Financial Inc held 1,533 shares of Lowe's Companies worth $283K as of Q3 2026.
  • Key Financial Inc bought 6 Lowe's Companies shares in Q3 2026, an estimated $1.25K.
  • Lowe's Companies made up 0.05% of Key Financial Inc's portfolio in Q3 2026, its #254 holding.
  • Key Financial Inc first reported a position in Lowe's Companies in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Lowe's Companies position peaked at $572K in Q3 2024.
  • 1,922 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.