LOW β€” LOWES COS INC

Ownership history in MB, LEVIS & ASSOCIATES, LLC  Β·  5 quarters on record

AI Ownership Summary

MB, LEVIS & ASSOCIATES, LLC reported LOWES COS INC (LOW) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.17% in 2025 Q1. The latest visible filing shows LOW at 1.00% 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 MB, LEVIS & ASSOCIATES, LLC'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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 MB, LEVIS & ASSOCIATES, LLC held LOW β€” position size vs. price
% of Fund (quarterly)    LOW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,114 +13 +0.1% 1.00% $2.4M 2026-04-08 $243.66
2025 Q4 REDUCED 10,101 -147 -1.4% 1.03% $2.4M 2026-01-14 $273.72
2025 Q3 REDUCED 10,248 -579 -5.3% 1.11% $2.6M 2025-10-15 $239.27
2025 Q2 ADDED 10,827 +4 +0.0% 1.06% $2.4M 2025-07-29 $227.89
2025 Q1 INITIATED 10,823 β€” β€” 1.17% $2.5M 2025-05-07 $220.25

FAQ About MB, LEVIS & ASSOCIATES, 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 MB, LEVIS & ASSOCIATES, LLC reported owning LOW?

MB, LEVIS & ASSOCIATES, LLC reported LOW across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LOW position in MB, LEVIS & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for LOW was 1.17% in 2025 Q1.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2026 Q1, when MB, LEVIS & ASSOCIATES, LLC reported 10,114 shares, equal to 1.00% of portfolio, with an estimated market value of $2.4M.

What does the chart on this LOW ownership page compare?

The chart compares MB, LEVIS & ASSOCIATES, 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.

← Back to MB, LEVIS & ASSOCIATES, LLC Holdings