BOSTON RESEARCH & MANAGEMENT INC LOW — Lowe's Companies

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  14 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported Lowe's Companies (LOW) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.11% in 2026 Q2. The latest visible filing shows LOW at 1.11% 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 BOSTON RESEARCH & MANAGEMENT INC's position in Lowe's Companies, 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
2026 Q2

LOW was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

LOW stock page BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC held LOW — position size vs. price
% of Fund (quarterly)    LOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 22,745 +21,765 +2220.9% 1.11% $5.0M 2026-08-11 $219.86
2026 Q1 UNCHANGED — — — 980 — 0% 0.05% $231 2026-04-10 $240.04
2025 Q4 UNCHANGED — — — 980 — 0% 0.05% $236K 2026-02-11 $282.13
2025 Q3 UNCHANGED — — — 980 — 0% 0.05% $246K 2025-11-12 $229.65
2025 Q2 UNCHANGED — — — 980 — 0% 0.05% $217K 2025-08-12 $238.43
2025 Q1 UNCHANGED — — — 980 — 0% 0.06% $228K 2025-05-12 $225.46
2024 Q4 UNCHANGED — — — 980 — 0% 0.06% $241K 2025-02-12 $241.12
2024 Q3 UNCHANGED — — — 980 — 0% 0.06% $265K 2024-11-12 $258.91
2024 Q2 UNCHANGED — — — 980 — 0% 0.05% $216K 2024-08-13 $225.61
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LOW

As of 2026 Q3 — sorted by position size

Hardin Capital Partners, LLC 38.1% Wealth Intelligence, LLC 26.62% Ironsides Asset Advisors, LLC 3Y 7Y 19.99% INVESTMENT MANAGEMENT CORP /VA/ /ADV 11.6% Courant Investment Management LLC 3Y 7Y 10.56% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 6.41% Maj Invest Holding A/S 3Y 7Y 4.97% First Fiduciary Investment Counsel, Inc. 3Y 7Y 3.74% Key Capital Management, INC 3.49% MFF Capital Investments Ltd 3.48%

FAQ About BOSTON RESEARCH & MANAGEMENT INC and LOW

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

How long has BOSTON RESEARCH & MANAGEMENT INC reported owning LOW?

BOSTON RESEARCH & MANAGEMENT INC reported LOW across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported LOW position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for LOW was 1.11% in 2026 Q2.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2026 Q2, when BOSTON RESEARCH & MANAGEMENT INC reported 22,745 shares, equal to 1.11% of portfolio, with an estimated market value of $5.0M.

What does the chart on this LOW ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT INC'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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