LOW — Lowes Companies Incorporated COM

Ownership history in DELTA ASSET MANAGEMENT LLC/TN  ·  74 quarters on record

AI Ownership Summary

DELTA ASSET MANAGEMENT LLC/TN reported Lowes Companies Incorporated COM (LOW) in 74 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.76% in 2024 Q3. The latest visible filing shows LOW at 4.79% 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 DELTA ASSET MANAGEMENT LLC/TN's position in Lowes Companies Incorporated COM, 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 4.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.76% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 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.

LOW stock page DELTA ASSET MANAGEMENT LLC/TN fund profile DELTA ASSET MANAGEMENT LLC/TN full holdings
How DELTA ASSET MANAGEMENT LLC/TN 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 231,193 -1,321 -0.6% 4.79% $55.8M 2026-02-14 (Est.) $287.39
2025 Q3 REDUCED 232,514 -1,024 -0.4% 4.96% $58.4M 2025-11-04 $236.70
2025 Q2 REDUCED 233,538 -2,334 -1.0% 4.51% $51.8M 2025-08-11 $237.61
2025 Q1 REDUCED 235,872 -4,731 -2.0% 5.22% $55.0M 2025-05-09 $219.02
2024 Q4 REDUCED 240,603 -6,271 -2.5% 5.31% $59.4M 2025-02-12 $245.32
2024 Q3 REDUCED 246,874 -4,204 -1.7% 5.76% $66.9M 2024-11-07 $259.90
2024 Q2 REDUCED 251,078 -2,645 -1.0% 5.00% $55.4M 2024-08-12 $224.57
2024 Q1 REDUCED 253,723 -2,103 -0.8% 5.72% $64.6M 2024-05-13 $225.33
2023 Q4 REDUCED 255,826 -3,676 -1.4% 5.42% $56.9M 2024-02-09 $213.94
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LOW

As of 2026 Q1 — sorted by position size

Hardin Capital Partners, LLC 46.78% Wealth Intelligence, LLC 34.28% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 11.93% Rempart Asset Management Inc. 3Y 3.81% Baugh & Associates, LLC 3Y 7Y 3.54% Focused Investors LLC 3Y 7Y 3.34% Eastover Investment Advisors LLC 3Y 7Y 2.93% BRADY FAMILY WEALTH, LLC 2.89% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 2.81% Allen Mooney & Barnes Investment Advisors LLC 2.25%

FAQ About DELTA ASSET MANAGEMENT LLC/TN and LOW

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

How long has DELTA ASSET MANAGEMENT LLC/TN reported owning LOW?

DELTA ASSET MANAGEMENT LLC/TN reported LOW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LOW position in DELTA ASSET MANAGEMENT LLC/TN's portfolio?

The largest reported portfolio weight for LOW was 5.76% in 2024 Q3.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2025 Q4, when DELTA ASSET MANAGEMENT LLC/TN reported 231,193 shares, equal to 4.79% of portfolio, with an estimated market value of $55.8M.

What does the chart on this LOW ownership page compare?

The chart compares DELTA ASSET MANAGEMENT LLC/TN'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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