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Lowe's Companies shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Lowe's Companies (LOW) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Lowe's Companies

Tip: Access up to 7 years of quarterly data

All positions including Lowe's Companies held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lowe's Companies by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 801 254.73
2022-12-31 $433k 2.2k 199.24
2022-09-30 $408k 2.2k 187.93
2022-06-30 $379k 2.2k 174.57
2021-12-31 $209k 808 258.66

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr National Mun Etf (MUB)
Indexiq Etf Tr Iq U.s. Small Ca (CSML)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
M&T Bank Corporation (MTB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Lowe's Companies

Vanguard Group
BlackRock
Jpmorgan Chase & Co
FMR
Geode Capital Management
Wells Fargo & Company
Bank of America Corporation
Morgan Stanley
Massachusetts Financial Services
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Nuveen Asset Management
Bank of New York Mellon

View all funds holding Lowe's Companies