Levy Wealth Management Group’s Lowe's Companies LOW Stock Holding History

Levy Wealth Management Group’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 Q2	$317K	Sell	1,439 -199	-12%	-$45.4K	0.08%	78
2024 Q1	$365K	Hold	1,638	–	–	0.1%	71
2023 Q4	$365K	Buy	1,638 +3	+0.2%	+$608	0.1%	71
2023 Q3	$340K	Buy	1,635 +8	+0.5%	+$1.8K	0.11%	73
2023 Q2	$367K	Sell	1,627 -70	-4%	-$14.6K	0.11%	71
2023 Q1	$339K	Buy	1,697 +134	+9%	+$27.2K	0.1%	73
2022 Q4	$311K	Sell	1,563 -55	-3%	-$11K	0.1%	70
2022 Q3	$304K	Buy	+1,618	New	+$315K	0.13%	60

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Levy Wealth Management Group's LOW Position: Q2 2024 in Review

Levy Wealth Management Group reduced its Lowe's Companies (LOW) stake by 12% in Q2 2024, selling an estimated $45.4K and leaving 1,439 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #78.

Levy Wealth Management Group first reported a position in LOW in Q3 2022 and has held it in 8 quarters since. The position peaked at $367K in Q2 2023. 2,454 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Levy Wealth Management Group held 1,439 shares of Lowe's Companies worth $317K as of Q2 2024.
Levy Wealth Management Group sold 199 Lowe's Companies shares in Q2 2024, an estimated $45.4K.
Lowe's Companies made up 0.08% of Levy Wealth Management Group's portfolio in Q2 2024, its #78 holding.
Levy Wealth Management Group first reported a position in Lowe's Companies in Q3 2022 and has held it in 8 quarters since.
Levy Wealth Management Group's Lowe's Companies position peaked at $367K in Q2 2023.
2,454 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.