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Lowe Wealth Advisors, LLC Historic Quarter Change: USA Stocks, Added

Lowe Wealth Advisors, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 14 quarters from 2014-12-31 to 2025-09-30, Lowe Wealth Advisors, LLC opened 138 positions, added to 256, reduced 205 and sold out of 82.

  • Q3 2025: Stock MKC; Country of operation United States; Class COM; Shares before 13,921.
  • Q3 2025: Stock PPTA; Country of operation —; Class COM; Shares before 2,120.
  • Q3 2025: Stock GEV; Country of operation United States; Class COM; Shares before 91.
  • Q3 2025: Stock AVGO; Country of operation United States; Class COM; Shares before 50.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1574010), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-19); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-12-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-12-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-12-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025MKC
McCormick & Company Inc
United StatesCOM13,92113,923+2$1,055,462$931,581-$123,8812025-10-16
Q3 2025PPTA
Perpetua Resources Corp.
COM2,1204,391+2,271$25,737$88,830+$63,0932025-10-16
Q3 2025GEV
Ge Vernova Llc Com
United StatesCOM91129+38$48,153$79,322+$31,1692025-10-16
Q3 2025AVGO
Avago Technologies Ltd
United StatesCOM5090+40$13,783$29,692+$15,9092025-10-16
Q3 2025CSCO
Cisco Systems Inc
United StatesCOM208408+200$14,431$27,915+$13,4842025-10-16
Q3 2025DELL
Dell Inc
United StatesCOM75149+74$9,195$21,124+$11,9292025-10-16
Q3 2025T
AT&T Inc
United StatesCOM5,1015,139+38$147,628$145,138-$2,4902025-10-16
Q3 2025DIS
DISNEY WALT COMPANY
United StatesCOM475536+61$58,905$61,372+$2,4672025-10-16
Q3 2025F
Ford Motor Company
United StatesCOM1,7211,729+8$18,678$20,676+$1,9982025-10-16
Q3 2025CVS
CVS CAREMARK CORPORATION
United StatesCOM268270+2$18,489$20,372+$1,8832025-10-16

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