LOW β€” LOWES COS INC

Ownership history in McGrath & Associates, Inc.  Β·  5 quarters on record

AI Ownership Summary

McGrath & Associates, Inc. reported LOWES COS INC (LOW) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.18% in 2024 Q4. The latest visible filing shows LOW at 1.39% 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 McGrath & Associates, Inc.'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
2025 Q4

LOW was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% 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 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.

How McGrath & Associates, Inc. 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)
2025 Q4 REDUCED 4,072 -169 -4.0% 1.39% $982K 2026-02-14 (Est.) $287.39
2025 Q3 UNCHANGED 4,241 β€” 0% 1.58% $1.1M 2025-10-14 $238.50
2025 Q2 REDUCED 4,241 -230 -5.1% 1.53% $941K 2025-08-12 $242.58
2025 Q1 ADDED 4,471 +87 +2.0% 1.90% $1.0M 2025-04-10 $216.83
2024 Q4 INITIATED 4,384 β€” β€” 2.18% $1.1M 2025-02-05 $253.36

FAQ About McGrath & Associates, Inc. and LOW

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

How long has McGrath & Associates, Inc. reported owning LOW?

McGrath & Associates, Inc. reported LOW across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LOW position in McGrath & Associates, Inc.'s portfolio?

The largest reported portfolio weight for LOW was 2.18% in 2024 Q4.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2025 Q4, when McGrath & Associates, Inc. reported 4,072 shares, equal to 1.39% of portfolio, with an estimated market value of $982K.

What does the chart on this LOW ownership page compare?

The chart compares McGrath & Associates, Inc.'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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