LOW — LOWES COS INC COM

Ownership history in SUMMITRY LLC · 63 quarters on record

This page tracks every 13F SEC filing in which SUMMITRY LLC reported a position in LOWES COS INC COM (LOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

5.86% (2021 Q4)

Avg. % of fund

2.29%

First filed

2009 Q4

Last filed

2025 Q4

Quarters held

63

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	367,404	+9,521	+2.7%	3.69%	$88.6M	$240.08
2025 Q3	ADDED	357,883	+8,448	+2.4%	3.80%	$89.9M	$248.96
2025 Q2	ADDED	349,435	+12,912	+3.8%	3.51%	$77.5M	$218.63
2025 Q1	ADDED	336,523	+42,111	+14.3%	3.97%	$78.5M	$228.62

% of Fund (quarterly) LOW price (monthly, adj. close)

Other funds also holding LOW

As of 2025 Q4 — sorted by position size

Hardin Capital Partners, LLC 48.99% Ironsides Asset Advisors, LLC 3Y 7Y 27.45% Courant Investment Management LLC 3Y 7Y 10.9% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 9.5% All Terrain Financial Advisors, LLC 3Y 7Y 6.68% Maj Invest Holding A/S 3Y 7Y 5.95% DELTA ASSET MANAGEMENT LLC/TN 3Y 7Y 4.79% Two Creeks Capital Management, LP 3Y 7Y 4.76% First Fiduciary Investment Counsel, Inc. 3Y 7Y 4.51% CROWLEY WEALTH MANAGEMENT, INC. 4.49%

← Back to SUMMITRY LLC Holdings