Sone Capital Management, LLC LOW — LOWES COS INC

Ownership history in Sone Capital Management, LLC  ·  5 quarters on record

AI Ownership Summary

Sone Capital Management, LLC reported LOWES COS INC (LOW) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.42% in 2026 Q2. The latest visible filing shows LOW at 1.42% 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 Sone Capital Management, 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 Q2

LOW was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2026 Q2

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 Q2

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 Sone Capital Management, LLC fund profile Sone Capital Management, LLC full holdings
How Sone Capital Management, LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 84,379 +47,512 +128.9% 1.42% $18.6M 2026-08-14 $218.47
2026 Q1 REDUCED 44.0% -6.6% ✅ 36,867 -28,991 -44.0% 0.73% $8.7M 2026-05-15 $217.08
2025 Q3 ADDED — — — 65,858 +5,348 +8.8% 1.39% $16.6M 2025-11-14 $224.36
2025 Q2 ADDED — — — 60,510 +35,884 +145.7% 1.24% $13.4M 2025-08-14 $247.96
2025 Q1 INITIATED — — — 24,626 — — 0.59% $5.7M 2025-05-15 $226.57

🏢 Other funds also holding LOW

As of 2026 Q2 — sorted by position size

Hardin Capital Partners, LLC 43.57% Wealth Intelligence, LLC 30.9% Ironsides Asset Advisors, LLC 3Y 7Y 23.2% INVESTMENT MANAGEMENT CORP /VA/ /ADV 14.78% Courant Investment Management LLC 3Y 7Y 10.7% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 7.63% Starlite Capital INC 6.83% Maj Invest Holding A/S 3Y 7Y 4.67% First Fiduciary Investment Counsel, Inc. 3Y 7Y 4.51% All Terrain Financial Advisors, LLC 3Y 7Y 4.29%

FAQ About Sone Capital Management, 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 Sone Capital Management, LLC reported owning LOW?

Sone Capital Management, LLC reported LOW across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported LOW position in Sone Capital Management, LLC's portfolio?

The largest reported portfolio weight for LOW was 1.42% in 2026 Q2.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2026 Q2, when Sone Capital Management, LLC reported 84,379 shares, equal to 1.42% of portfolio, with an estimated market value of $18.6M.

What does the chart on this LOW ownership page compare?

The chart compares Sone Capital Management, 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.

How well did Sone Capital Management, LLC time their LOW position?

Based on 13F filing dates vs. subsequent LOW price moves, Sone Capital Management, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on LOW relative to SPY over the holding period was +1112.9%.

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