McCarter Private Wealth Services’s Lowe's Companies LOW Stock Holding History

McCarter Private Wealth Services’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	$764K	Sell	4,143 -122	-3%	-$25.3K	0.26%	83
2026 Q2	$940K	Sell	4,265 -226	-5%	-$51.3K	0.32%	80
2026 Q1	$1.06M	Buy	4,491 +956	+27%	+$249K	0.46%	57
2025 Q4	$853K	Buy	3,535 +355	+11%	+$85.2K	0.38%	60
2025 Q3	$799K	Buy	3,180 +110	+4%	+$27K	0.41%	54
2025 Q2	$681K	Buy	3,070 +130	+4%	+$29K	0.39%	56
2025 Q1	$686K	Buy	2,940 +150	+5%	+$36.9K	0.45%	47
2024 Q4	$689K	Sell	2,790 -82	-3%	-$21.9K	0.44%	44
2024 Q3	$778K	Buy	+2,872	New	+$696K	0.49%	43

Other funds holding LOW

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McCarter Private Wealth Services's LOW Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Lowe's Companies (LOW) stake by 2.9% in Q3 2026, selling an estimated $25.3K and leaving 4,143 shares worth $764K. The position accounts for 0.26% of the portfolio, ranked #83.

McCarter Private Wealth Services first reported a position in LOW in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2026. 755 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

McCarter Private Wealth Services held 4,143 shares of Lowe's Companies worth $764K as of Q3 2026.
McCarter Private Wealth Services sold 122 Lowe's Companies shares in Q3 2026, an estimated $25.3K.
Lowe's Companies made up 0.26% of McCarter Private Wealth Services's portfolio in Q3 2026, its #83 holding.
McCarter Private Wealth Services first reported a position in Lowe's Companies in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Lowe's Companies position peaked at $1.06M in Q1 2026.
755 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.