FIRST UNITED BANK & TRUST LOW LOWES COS INC COM

Ownership history in FIRST UNITED BANK & TRUST  ·  93 quarters on record

AI Ownership Summary

FIRST UNITED BANK & TRUST reported LOWES COS INC COM (LOW) in 93 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.46% in 2024 Q1. The latest visible filing shows LOW at 0.96% 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 FIRST UNITED BANK & TRUST's position in LOWES COS INC 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
2026 Q1

LOW was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% 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 Q4 to 2026 Q1

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 FIRST UNITED BANK & TRUST 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,448 -1,149 -8.5% 0.96% $2.9M 2026-04-21 $249.99
2025 Q4 REDUCED 13,597 -231 -1.7% 1.05% $3.3M 2026-01-21 $275.79
2025 Q3 REDUCED 13,828 -43 -0.3% 1.13% $3.5M 2025-10-27 $241.40
2025 Q2 REDUCED 13,871 -207 -1.5% 1.07% $3.1M 2025-07-18 $214.93
2025 Q1 REDUCED 14,078 -254 -1.8% 1.23% $3.3M 2025-04-15 $215.12
2024 Q4 REDUCED 14,332 -360 -2.5% 1.28% $3.5M 2025-01-16 $251.36
2024 Q3 REDUCED 14,692 -344 -2.3% 1.43% $4.0M 2024-10-15 $272.59
2024 Q2 REDUCED 15,036 -480 -3.1% 1.23% $3.3M 2024-08-12 $223.49
2024 Q1 REDUCED 15,516 -143 -0.9% 1.46% $4.0M 2024-04-29 $222.29
2023 Q4 REDUCED 15,659 -588 -3.6% 1.39% $3.5M 2024-02-08 $211.13
83 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST UNITED BANK & TRUST and LOW

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

How long has FIRST UNITED BANK & TRUST reported owning LOW?

FIRST UNITED BANK & TRUST reported LOW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LOW position in FIRST UNITED BANK & TRUST's portfolio?

The largest reported portfolio weight for LOW was 1.46% in 2024 Q1.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2026 Q1, when FIRST UNITED BANK & TRUST reported 12,448 shares, equal to 0.96% of portfolio, with an estimated market value of $2.9M.

What does the chart on this LOW ownership page compare?

The chart compares FIRST UNITED BANK & TRUST'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.

How well did FIRST UNITED BANK & TRUST time their LOW position?

Based on 13F filing dates vs. subsequent LOW price moves, FIRST UNITED BANK & TRUST correctly timed 45 out of 90 reported position changes (50%). The annualised alpha on LOW relative to SPY over the holding period was -3.9%.

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