Alan B. Lancz & Associates’s Lowe's Companies LOW Stock Holding History

Alan B. Lancz & Associates’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Sell	1,006 -225	-18%	-$51.1K	0.19%	129
2026 Q1	$291K	Hold	1,231	–	–	0.28%	96
2025 Q4	$297K	Hold	1,231	–	–	0.26%	101
2025 Q3	$309K	Sell	1,231 -75	-6%	-$18.4K	0.28%	95
2025 Q2	$290K	Sell	1,306 -300	-19%	-$67K	0.29%	92
2025 Q1	$375K	Sell	1,606 -100	-6%	-$24.6K	0.4%	72
2024 Q4	$421K	Sell	1,706 -200	-10%	-$53.4K	0.43%	60
2024 Q3	$516K	Hold	1,906	–	–	0.47%	55
2024 Q2	$420K	Buy	+1,906	New	+$435K	0.42%	62
2023 Q4	$411K	Hold	1,846	–	–	0.43%	67
2023 Q3	$384K	Sell	1,846 -150	-8%	-$33.7K	0.44%	68
2023 Q2	$450K	Sell	1,996 -200	-9%	-$41.6K	0.48%	59
2023 Q1	$439K	Hold	2,196	–	–	0.46%	64
2022 Q4	$466K	Hold	2,196	–	–	0.47%	62
2022 Q3	$412K	Hold	2,196	–	–	0.49%	60
2022 Q2	$421K	Hold	2,196	–	–	0.42%	67
2022 Q1	$444K	Hold	2,196	–	–	0.39%	76
2021 Q4	$568K	Buy	+2,196	New	+$522K	0.5%	56

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alan B. Lancz & Associates's LOW Position: Q2 2026 in Review

Alan B. Lancz & Associates reduced its Lowe's Companies (LOW) stake by 18% in Q2 2026, selling an estimated $51.1K and leaving 1,006 shares worth $222K. The position accounts for 0.19% of the portfolio, ranked #129.

Alan B. Lancz & Associates first reported a position in LOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $568K in Q4 2021. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Alan B. Lancz & Associates held 1,006 shares of Lowe's Companies worth $222K as of Q2 2026.
Alan B. Lancz & Associates sold 225 Lowe's Companies shares in Q2 2026, an estimated $51.1K.
Lowe's Companies made up 0.19% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #129 holding.
Alan B. Lancz & Associates first reported a position in Lowe's Companies in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Lowe's Companies position peaked at $568K in Q4 2021.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.