SEC 13F Intelligence

Beaumont Financial Partners, LLC / LOW

Beaumont Financial Partners, LLC’s Lowes Cos Inc Position

Does Beaumont Financial Partners, LLC own Lowes Cos Inc (LOW)? Yes111.3K shares worth $21M (+2.01% of its 13F portfolio) as of Q3 2022, down from 111.5K shares the prior filed quarter.

Position Value
$21M
Q3 2022
Shares
111.3K
% of Portfolio
+2.01%
Quarters Held
16
currently held

Position History LOW

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $14MQ2 ’19Q3 ’19: $15MQ4 ’19: $16MQ4 ’19Q1 ’20: $12MQ2 ’20: $18MQ2 ’20Q3 ’20: $22MQ4 ’20: $19MQ4 ’20Q1 ’21: $22MQ2 ’21: $23MQ2 ’21Q3 ’21: $23MQ4 ’21: $29MQ4 ’21Q1 ’22: $22MQ2 ’22: $19MQ2 ’22Q3 ’22: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022111.3K$21M+2.01%
Q2 2022111.5K$19M+1.75%
Q1 2022110.4K$22M+1.70%
Q4 2021113.2K$29M+2.12%
Q3 2021114.5K$23M+1.79%
Q2 2021117.4K$23M+1.74%
Q1 2021117.8K$22M+1.90%
Q4 2020117.5K$19M+1.67%
Q3 2020131.7K$22M+2.09%
Q2 2020134.2K$18M+1.89%
Q1 2020134.5K$12M+1.46%
Q4 2019135.8K$16M+1.60%
Q3 2019140.5K$15M+1.54%
Q2 2019138.2K$14M+1.44%
Q1 2019136.6K$15M+1.60%
Q4 2018135.6K$13M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beaumont Financial Partners, LLC’s full portfolio or all institutional holders of LOW.