MWM
LOW icon

Madison Wealth Management’s Lowe's Companies LOW Stock Holding History

Madison Wealth Management’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
2023
Q3 		$7.31M Buy
35,164
+353
+1% +$79.4K 1.54% 13
2023
Q2 		$7.86M Buy
34,811
+16
+0% +$3.33K 1.59% 12
2023
Q1 		$6.96M Sell
34,795
-47
-0.1% -$9.55K 1.5% 14
2022
Q4 		$6.94M Sell
34,842
-38
-0.1% -$7.59K 1.58% 14
2022
Q3 		$6.55M Buy
34,880
+113
+0.3% +$22K 1.61% 15
2022
Q2 		$6.07M Sell
34,767
-716
-2% -$138K 1.47% 18
2022
Q1 		$7.17M Sell
35,483
-652
-2% -$150K 1.51% 16
2021
Q4 		$9.34M Sell
36,135
-203
-0.6% -$48.3K 1.87% 14
2021
Q3 		$7.37M Buy
36,338
+61
+0.2% +$12.2K 1.61% 17
2021
Q2 		$7.04M Buy
36,277
+334
+0.9% +$65.3K 1.55% 18
2021
Q1 		$6.84M Sell
35,943
-161
-0.4% -$27.6K 1.67% 18
2020
Q4 		$5.79M Buy
36,104
+141
+0.4% +$22.9K 1.53% 18
2020
Q3 		$5.96M Sell
35,963
-238
-0.7% -$36.6K 1.79% 15
2020
Q2 		$4.89M Sell
36,201
-1,025
-3% -$117K 1.61% 16
2020
Q1 		$3.2M Sell
37,226
-2,765
-7% -$302K 1.28% 24
2019
Q4 		$4.79M Buy
+39,991
New +$4.57M 1.37% 21

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Madison Wealth Management's LOW Position: Q3 2023 in Review

Madison Wealth Management increased its Lowe's Companies (LOW) stake by 1% in Q3 2023, buying an estimated $79.4K and bringing the position to 35,164 shares worth $7.31M. The position accounts for 1.54% of the portfolio, ranked #13.

Madison Wealth Management first reported a position in LOW in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.34M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Madison Wealth Management held 35,164 shares of Lowe's Companies worth $7.31M as of Q3 2023.
  • Madison Wealth Management bought 353 Lowe's Companies shares in Q3 2023, an estimated $79.4K.
  • Lowe's Companies made up 1.54% of Madison Wealth Management's portfolio in Q3 2023, its #13 holding.
  • Madison Wealth Management first reported a position in Lowe's Companies in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Lowe's Companies position peaked at $9.34M in Q4 2021.
  • 2,305 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.