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Lowe's Companies shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Lowe's Companies (LOW) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Lowe's Companies

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All positions including Lowe's Companies held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lowe's Companies by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 982 251.31
2025-06-30 $252k 1.1k 221.88
2025-03-31 $261k 1.1k 233.23
2024-12-31 $267k 1.1k 246.80
2024-09-30 $293k 1.1k 270.85
2024-06-30 $211k 955 220.46
2024-03-31 $247k 971 254.73
2023-12-31 $204k 916 222.55
2023-09-30 $201k 966 207.84
2023-06-30 $218k 966 225.70
2022-06-30 $163k 936 174.15
2022-03-31 $218k 1.1k 201.67
2021-12-31 $321k 1.2k 258.45