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
Tip: Access up to 7 years of quarterly data
All positions including Lowe's Companies held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Heritage Financial Services
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