Madison Investment Advisors, LLC LOW β€” Lowe's Cos Inc

Ownership history in Madison Investment Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Madison Investment Advisors, LLC reported Lowe's Cos Inc (LOW) in 1 quarterly 13F filing from 2024 Q4 through 2024 Q4. Peak portfolio weight reached 1.25% in 2024 Q4. The latest visible filing shows LOW at 1.25% 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 Madison Investment Advisors, LLC's position in Lowe's 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
2024 Q4

LOW was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% 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 2024 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 Madison Investment Advisors, LLC held LOW β€” position size vs. price
% of Fund (quarterly)    LOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 INITIATED β€” β€” β€” 448,844 β€” β€” 1.25% $110.8M 2025-02-14 (Est.) $245.64

FAQ About Madison Investment Advisors, 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 Madison Investment Advisors, LLC reported owning LOW?

Madison Investment Advisors, LLC reported LOW across 1 quarterly 13F filings, from 2024 Q4 through 2024 Q4.

What was the largest reported LOW position in Madison Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for LOW was 1.25% in 2024 Q4.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2024 Q4, when Madison Investment Advisors, LLC reported 448,844 shares, equal to 1.25% of portfolio, with an estimated market value of $110.8M.

What does the chart on this LOW ownership page compare?

The chart compares Madison Investment Advisors, 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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