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Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

LOW holding history

Lowes Companies Inc in every 13F filed by Circle 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 overviewAll 13F holders of LOWFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of LOW by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−813−100.0%Sold outHolders
Q1 2024813$207.1K<0.1%+813NewHolders
Q1 20220$00.0%−1,290−100.0%Sold outHolders
Q4 20211,290$333.0K<0.1%00.0%UnchangedHolders
Q3 20211,290$262.0K<0.1%00.0%UnchangedHolders
Q2 20211,290$250.0K<0.1%+14+1.1%AddedHolders
Q1 20211,276$243.0K<0.1%––Holders

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