LOW LOWES COS INC

Ownership history in Baugh & Associates, LLC  ·  33 quarters on record

AI Ownership Summary

Baugh & Associates, LLC reported LOWES COS INC (LOW) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.04% in 2024 Q1. The latest visible filing shows LOW at 3.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baugh & Associates, LLC's position in LOWES COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LOW was reported at 3.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baugh & Associates, LLC held LOW — position size vs. price
% of Fund (quarterly)    LOW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 34,243 -1,055 -3.0% 3.77% $7.7M 2026-02-14 (Est.) $287.39
2025 Q3 REDUCED 35,298 -917 -2.5% 4.04% $8.1M 2025-10-27 $242.56
2025 Q2 REDUCED 36,215 -1,868 -4.9% 3.85% $7.4M 2025-07-11 $220.86
2025 Q1 ADDED 38,083 +2,179 +6.1% 4.32% $8.5M 2025-04-23 $214.58
2024 Q4 REDUCED 35,904 -6 -0.0% 4.49% $8.7M 2025-01-16 $252.56
2024 Q3 ADDED 35,910 +222 +0.6% 4.90% $9.5M 2024-10-31 $255.54
2024 Q2 REDUCED 35,688 -1,460 -3.9% 4.25% $8.2M 2024-07-12 $226.39
2024 Q1 REDUCED 37,148 -33 -0.1% 5.04% $9.5M 2024-04-16 $219.80
2023 Q4 REDUCED 37,181 -217 -0.6% 4.76% $8.3M 2024-01-10 $210.91
2023 Q3 REDUCED 37,398 -94 -0.3% 4.86% $7.8M 2023-10-13 $186.38
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baugh & Associates, LLC and LOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baugh & Associates, LLC reported owning LOW?

Baugh & Associates, LLC reported LOW across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LOW position in Baugh & Associates, LLC's portfolio?

The largest reported portfolio weight for LOW was 5.04% in 2024 Q1.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2025 Q4, when Baugh & Associates, LLC reported 34,243 shares, equal to 3.77% of portfolio, with an estimated market value of $7.7M.

What does the chart on this LOW ownership page compare?

The chart compares Baugh & Associates, LLC's quarterly LOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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