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McKinley Carter Wealth Services’s Lowe's Companies LOW Stock Holding History

McKinley Carter 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
Q1 		$3.47M Buy
14,698
+125
+0.9% +$32.6K 0.2% 94
2025
Q4 		$3.51M Buy
14,573
+291
+2% +$69.9K 0.2% 92
2025
Q3 		$3.59M Buy
14,282
+517
+4% +$127K 0.19% 88
2025
Q2 		$3.05M Buy
13,765
+311
+2% +$69.4K 0.17% 92
2025
Q1 		$3.14M Buy
13,454
+677
+5% +$167K 0.19% 83
2024
Q4 		$3.15M Sell
12,777
-69
-0.5% -$18.4K 0.19% 85
2024
Q3 		$3.48M Buy
12,846
+41
+0.3% +$9.93K 0.21% 84
2024
Q2 		$2.82M Sell
12,805
-68
-0.5% -$15.5K 0.18% 94
2024
Q1 		$3.28M Buy
12,873
+82
+0.6% +$18.9K 0.22% 85
2023
Q4 		$2.85M Buy
12,791
+143
+1% +$29K 0.21% 88
2023
Q3 		$2.63M Sell
12,648
-17
-0.1% -$3.82K 0.21% 86
2023
Q2 		$2.86M Buy
12,665
+6
+0% +$1.25K 0.21% 84
2023
Q1 		$2.53M Buy
12,659
+161
+1% +$32.7K 0.2% 89
2022
Q4 		$2.49M Buy
12,498
+284
+2% +$56.8K 0.21% 89
2022
Q3 		$2.29M Sell
12,214
-419
-3% -$81.6K 0.21% 81
2022
Q2 		$2.21M Buy
12,633
+590
+5% +$114K 0.2% 87
2022
Q1 		$2.44M Buy
12,043
+172
+1% +$39.6K 0.19% 88
2021
Q4 		$3.07M Sell
11,871
-254
-2% -$60.4K 0.23% 80
2021
Q3 		$2.46M Sell
12,125
-28
-0.2% -$5.58K 0.2% 92
2021
Q2 		$2.36M Buy
12,153
+231
+2% +$45.2K 0.2% 92
2021
Q1 		$2.27M Buy
11,922
+1,031
+9% +$177K 0.19% 98
2020
Q4 		$1.75M Sell
10,891
-2,380
-18% -$387K 0.23% 94
2020
Q3 		$2.2M Buy
13,271
+3
+0% +$462 0.49% 49
2020
Q2 		$1.79M Sell
13,268
-248
-2% -$28.3K 0.44% 49
2020
Q1 		$1.16M Buy
13,516
+713
+6% +$77.9K 0.35% 58
2019
Q4 		$1.53M Buy
12,803
+374
+3% +$42.8K 0.36% 61
2019
Q3 		$1.37M Buy
12,429
+674
+6% +$71.2K 0.35% 63
2019
Q2 		$1.19M Sell
11,755
-43
-0.4% -$4.54K 0.32% 65
2019
Q1 		$1.29M Buy
11,798
+692
+6% +$69.1K 0.36% 62
2018
Q4 		$1.03M Buy
11,106
+1,818
+20% +$175K 0.34% 67
2018
Q3 		$1.07M Buy
9,288
+665
+8% +$69.3K 0.32% 64
2018
Q2 		$824K Buy
8,623
+704
+9% +$63.7K 0.27% 74
2018
Q1 		$695K Buy
7,919
+774
+11% +$73.3K 0.23% 84
2017
Q4 		$664K Buy
7,145
+1,689
+31% +$140K 0.23% 83
2017
Q3 		$436K Buy
+5,456
New +$418K 0.17% 95
2016
Q3 		– Sell
-2,741
Closed -$217K – 126
2016
Q2 		$217K Buy
2,741
+71
+3% +$5.49K 0.11% 118
2016
Q1 		$202K Buy
+2,670
New +$188K 0.11% 124

Other funds holding LOW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McKinley Carter Wealth Services's LOW Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Lowe's Companies (LOW) stake by 0.86% in Q1 2026, buying an estimated $32.6K and bringing the position to 14,698 shares worth $3.47M. The position accounts for 0.2% of the portfolio, ranked #94.

McKinley Carter Wealth Services first reported a position in LOW in Q1 2016 and has held it in 37 quarters since. The position peaked at $3.59M in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • McKinley Carter Wealth Services held 14,698 shares of Lowe's Companies worth $3.47M as of Q1 2026.
  • McKinley Carter Wealth Services bought 125 Lowe's Companies shares in Q1 2026, an estimated $32.6K.
  • Lowe's Companies made up 0.2% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #94 holding.
  • McKinley Carter Wealth Services first reported a position in Lowe's Companies in Q1 2016 and has held it in 37 quarters since.
  • McKinley Carter Wealth Services's Lowe's Companies position peaked at $3.59M in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.