KMG Fiduciary Partners’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
Q2
$6.83M Sell
30,991
-11,648
-27% -$2.65M 0.63% 37
2026
Q1
$10.1M Sell
42,639
-340
-0.8% -$88.7K 0.75% 35
2025
Q4
$10.4M Buy
42,979
+2,184
+5% +$524K 0.74% 36
2025
Q3
$10.3M Buy
40,795
+1,445
+4% +$355K 0.69% 37
2025
Q2
$8.73M Buy
39,350
+900
+2% +$201K 0.65% 45
2025
Q1
$8.97M Buy
38,450
+2,156
+6% +$530K 0.74% 34
2024
Q4
$8.96M Buy
36,294
+90
+0.2% +$24K 0.74% 33
2024
Q3
$9.81M Sell
36,204
-3,920
-10% -$949K 0.85% 27
2024
Q2
$8.85M Buy
40,124
+1,430
+4% +$326K 0.87% 28
2024
Q1
$9.86M Buy
38,694
+9,703
+33% +$2.23M 1.02% 26
2023
Q4
$6.45M Buy
28,991
+1,310
+5% +$266K 0.75% 35
2023
Q3
$5.75M Buy
27,681
+996
+4% +$224K 0.76% 37
2023
Q2
$6.02M Buy
26,685
+3,496
+15% +$727K 0.78% 36
2023
Q1
$4.64M Buy
23,189
+1,051
+5% +$214K 0.67% 42
2022
Q4
$4.41M Buy
22,138
+1,736
+9% +$347K 0.72% 43
2022
Q3
$3.83M Buy
20,402
+6,863
+51% +$1.34M 0.74% 42
2022
Q2
$2.37M Buy
13,539
+1,719
+15% +$331K 0.44% 59
2022
Q1
$2.39M Buy
11,820
+1,913
+19% +$440K 0.38% 66
2021
Q4
$2.56M Buy
9,907
+2,618
+36% +$622K 0.4% 66
2021
Q3
$1.48M Buy
7,289
+3,056
+72% +$609K 0.25% 93
2021
Q2
$821K Buy
4,233
+144
+4% +$28.2K 0.14% 109
2021
Q1
$778K Buy
4,089
+623
+18% +$107K 0.15% 105
2020
Q4
$558K Buy
3,466
+104
+3% +$16.9K 0.12% 117
2020
Q3
$558K Buy
+3,362
New +$518K 0.14% 106
2020
Q2
Sell
-3,142
Closed -$270K 137
2020
Q1
$270K Buy
3,142
+196
+7% +$21.4K 0.09% 111
2019
Q4
$353K Hold
2,946
0.11% 100
2019
Q3
$324K Buy
2,946
+39
+1% +$4.12K 0.11% 94
2019
Q2
$293K Hold
2,907
0.11% 90
2019
Q1
$318K Buy
2,907
+157
+6% +$15.7K 0.12% 92
2018
Q4
$254K Buy
+2,750
New +$265K 0.12% 85

Other funds holding LOW

KMG Fiduciary Partners's LOW Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Lowe's Companies (LOW) stake by 27% in Q2 2026, selling an estimated $2.65M and leaving 30,991 shares worth $6.83M. The position accounts for 0.63% of the portfolio, ranked #37.

KMG Fiduciary Partners first reported a position in LOW in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.4M in Q4 2025. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • KMG Fiduciary Partners held 30,991 shares of Lowe's Companies worth $6.83M as of Q2 2026.
  • KMG Fiduciary Partners sold 11,648 Lowe's Companies shares in Q2 2026, an estimated $2.65M.
  • Lowe's Companies made up 0.63% of KMG Fiduciary Partners's portfolio in Q2 2026, its #37 holding.
  • KMG Fiduciary Partners first reported a position in Lowe's Companies in Q4 2018 and has held it in 30 quarters since.
  • KMG Fiduciary Partners's Lowe's Companies position peaked at $10.4M in Q4 2025.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.