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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

LOW holding history

Lowes Companies Inc in every 13F filed by CM Wealth Advisors 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 2026)
1,096
Value
$241.7K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of LOW by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,096$241.7K<0.1%−620−36.1%ReducedHolders
Q1 20261,716$405.5K0.1%00.0%UnchangedHolders
Q4 20251,716$413.8K0.1%+302+21.4%AddedHolders
Q3 20251,414$355.4K0.1%−101−6.7%ReducedHolders
Q2 20251,515$336.1K0.1%00.0%UnchangedHolders
Q1 20251,515$353.3K0.1%00.0%UnchangedHolders
Q4 20241,515$373.9K0.1%00.0%UnchangedHolders
Q3 20241,515$410.3K0.1%00.0%UnchangedHolders
Q2 20241,515$334.0K0.2%00.0%UnchangedHolders
Q1 20241,515$350.7K0.1%00.0%UnchangedHolders
Q4 20231,515$337.2K0.1%00.0%UnchangedHolders
Q3 20231,515$306.4K0.1%00.0%UnchangedHolders
Q2 20231,515$357.8K0.1%00.0%UnchangedHolders
Q1 20231,515$306.0K0.1%00.0%UnchangedHolders
Q4 20221,515$301.8K0.2%00.0%UnchangedHolders
Q3 20221,515$284.5K0.2%00.0%UnchangedHolders
Q2 20221,515$264.6K0.2%–No prior filingHolders