XML Financial’s Lowe's Companies LOW Stock Holding History

XML Financial’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	$898K	Sell	3,801 -526	-12%	-$137K	0.07%	192
2025 Q4	$1.04M	Buy	4,327 +797	+23%	+$191K	0.09%	174
2025 Q3	$887K	Sell	3,530 -2,257	-39%	-$555K	0.07%	186
2025 Q2	$1.28M	Buy	5,787 +320	+6%	+$71.4K	0.11%	157
2025 Q1	$1.28M	Sell	5,467 -266	-5%	-$65.5K	0.12%	150
2024 Q4	$1.42M	Buy	5,733 +286	+5%	+$76.4K	0.13%	141
2024 Q3	$1.48M	Buy	5,447 +58	+1%	+$14K	0.14%	141
2024 Q2	$1.19M	Sell	5,389 -136	-2%	-$31K	0.12%	148
2024 Q1	$1.41M	Buy	5,525 +1,526	+38%	+$351K	0.14%	136
2023 Q4	$890K	Buy	3,999 +1,227	+44%	+$249K	0.09%	169
2023 Q3	$576K	Buy	2,772 +46	+2%	+$10.3K	0.07%	192
2023 Q2	$615K	Buy	2,726 +399	+17%	+$83K	0.07%	194
2023 Q1	$465K	Buy	2,327 +377	+19%	+$76.6K	0.06%	215
2022 Q4	$389K	Buy	1,950 +528	+37%	+$106K	0.05%	230
2022 Q3	$267K	Buy	+1,422	New	+$277K	0.04%	264
2022 Q2	–	Sell	-1,299	Closed	-$263K	–	286
2022 Q1	$263K	Buy	1,299 +51	+4%	+$11.7K	0.03%	277
2021 Q4	$322K	Buy	1,248 +16	+1%	+$3.8K	0.04%	250
2021 Q3	$250K	Buy	+1,232	New	+$246K	0.03%	270

Other funds holding LOW

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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