INVESTMENT MANAGEMENT CORP /VA/ /ADV LOW — LOWES COS INC

Ownership history in INVESTMENT MANAGEMENT CORP /VA/ /ADV  ·  6 quarters on record

AI Ownership Summary

INVESTMENT MANAGEMENT CORP /VA/ /ADV reported LOWES COS INC (LOW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 21.33% in 2024 Q4. The latest visible filing shows LOW at 19.69% 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.

What this LOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INVESTMENT MANAGEMENT CORP /VA/ /ADV'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
2026 Q1

LOW was reported at 19.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.33% in 2024 Q4

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

Time in book
Holding Window
2024 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.

LOW stock page INVESTMENT MANAGEMENT CORP /VA/ /ADV fund profile INVESTMENT MANAGEMENT CORP /VA/ /ADV full holdings
How INVESTMENT MANAGEMENT CORP /VA/ /ADV 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 97,017 +43 +0.0% 19.69% $22.9M 2026-04-28 $240.32
2025 Q4 ADDED — — — 96,974 +18 +0.0% 19.61% $23.4M 2026-01-29 $265.37
2025 Q3 ADDED — — — 96,956 +44 +0.0% 20.94% $24.4M 2025-10-30 $237.61
2025 Q2 ADDED — — — 96,912 +35 +0.0% 19.51% $21.5M 2025-08-07 $235.20
2025 Q1 ADDED — — — 96,877 +305 +0.3% 20.37% $22.6M 2025-05-07 $219.20
2024 Q4 INITIATED — — — 96,572 — — 21.33% $23.8M 2025-02-18 $244.58

🏢 Other funds also holding LOW

As of 2026 Q2 — sorted by position size

Roxbury Financial LLC 1.11% First Nebraska Trust Co 0.85% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.66% First Financial Bank - Trust Division 3Y 7Y 0.55% EASTERN BANK 3Y 7Y 0.43% Hilltop National Bank 0.27% Trust Co of the South 0.25% CX Institutional 3Y 7Y 0.23% First County Bank /CT/ 3Y 0.18% BURKETT FINANCIAL SERVICES, LLC 0.11%

FAQ About INVESTMENT MANAGEMENT CORP /VA/ /ADV and LOW

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

How long has INVESTMENT MANAGEMENT CORP /VA/ /ADV reported owning LOW?

INVESTMENT MANAGEMENT CORP /VA/ /ADV reported LOW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LOW position in INVESTMENT MANAGEMENT CORP /VA/ /ADV's portfolio?

The largest reported portfolio weight for LOW was 21.33% in 2024 Q4.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2026 Q1, when INVESTMENT MANAGEMENT CORP /VA/ /ADV reported 97,017 shares, equal to 19.69% of portfolio, with an estimated market value of $22.9M.

What does the chart on this LOW ownership page compare?

The chart compares INVESTMENT MANAGEMENT CORP /VA/ /ADV'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 INVESTMENT MANAGEMENT CORP /VA/ /ADV time their LOW position?

Based on 13F filing dates vs. subsequent LOW price moves, INVESTMENT MANAGEMENT CORP /VA/ /ADV correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on LOW relative to SPY over the holding period was -14.3%.

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