Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

LOW holding history

Lowes Companies Inc in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOW overview All 13F holders of LOW Full Q2 2026 holdings

Shares (Q2 2026): 249,989
Value: $55.1M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of LOW by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	249,989	$55.1M	0.6%	−6,776−2.6%	Reduced	Holders
Q1 2026	256,765	$60.7M	0.7%	−19,815−7.2%	Reduced	Holders
Q4 2025	276,580	$66.7M	0.8%	−1,212−0.4%	Reduced	Holders
Q3 2025	277,792	$69.8M	0.8%	−2,242−0.8%	Reduced	Holders
Q2 2025	280,034	$62.1M	0.8%	−3,661−1.3%	Reduced	Holders
Q1 2025	283,695	$66.2M	0.9%	−4,803−1.7%	Reduced	Holders
Q4 2024	288,498	$71.2M	0.9%	−2,191−0.8%	Reduced	Holders
Q3 2024	290,689	$78.7M	1.0%	−7,472−2.5%	Reduced	Holders
Q2 2024	298,161	$65.7M	1.0%	−7,987−2.6%	Reduced	Holders
Q1 2024	306,148	$78.0M	1.2%	−21,700−6.6%	Reduced	Holders
Q4 2023	327,848	$73.0M	1.2%	+14,390+4.6%	Added	Holders
Q3 2023	313,458	$65.1M	1.2%	−5,390−1.7%	Reduced	Holders
Q2 2023	318,848	$72.0M	1.3%	+303,575+1,987.7%	Added	Holders
Q1 2023	15,273	$3.05M	0.1%	−10−0.1%	Reduced	Holders
Q4 2022	15,283	$3.04M	0.1%	+267+1.8%	Added	Holders
Q3 2022	15,016	$2.82M	0.1%	−60−0.4%	Reduced	Holders
Q2 2022	15,076	$2.63M	0.1%	−26−0.2%	Reduced	Holders
Q1 2022	15,102	$3.05M	0.1%	−1,141−7.0%	Reduced	Holders
Q4 2021	16,243	$4.20M	0.2%	+1,233+8.2%	Added	Holders
Q3 2021	15,010	$3.04M	0.2%	00.0%	Unchanged	Holders
Q2 2021	15,010	$2.91M	0.2%	+67+0.4%	Added	Holders
Q1 2021	14,943	$2.84M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.