LOW β€” LOWES COS INC

Ownership history in Wealth Intelligence, LLC  Β·  1 quarter on record

AI Ownership Summary

Wealth Intelligence, LLC reported LOWES COS INC (LOW) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 36.1% in 2025 Q4. The latest visible filing shows LOW at 36.10% 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 Wealth Intelligence, 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
2025 Q4

LOW was reported at 36.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
36.1% in 2025 Q4

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

Time in book
Holding Window
2025 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 Wealth Intelligence, LLC held LOW β€” position size vs. price
% of Fund (quarterly)    LOW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 301,676 β€” β€” 36.10% $72.8M 2026-02-14 (Est.) $287.39

FAQ About Wealth Intelligence, 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 Wealth Intelligence, LLC reported owning LOW?

Wealth Intelligence, LLC reported LOW across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported LOW position in Wealth Intelligence, LLC's portfolio?

The largest reported portfolio weight for LOW was 36.10% in 2025 Q4.

What is the latest reported LOW position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Intelligence, LLC reported 301,676 shares, equal to 36.10% of portfolio, with an estimated market value of $72.8M.

What does the chart on this LOW ownership page compare?

The chart compares Wealth Intelligence, 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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