Beese Fulmer Investment Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.83M | Sell |
37,360
-1,503
| -4% | -$392K | 0.57% | 52 |
|
|
2025
Q4 | $9.37M | Sell |
38,863
-1,501
| -4% | -$360K | 0.61% | 50 |
|
|
2025
Q3 | $10.1M | Sell |
40,364
-319
| -0.8% | -$78.4K | 0.7% | 44 |
|
|
2025
Q2 | $9.03M | Buy |
40,683
+790
| +2% | +$176K | 0.67% | 46 |
|
|
2025
Q1 | $9.3M | Sell |
39,893
-353
| -0.9% | -$86.9K | 0.8% | 46 |
|
|
2024
Q4 | $9.93M | Sell |
40,246
-131
| -0.3% | -$35K | 0.85% | 47 |
|
|
2024
Q3 | $10.9M | Sell |
40,377
-323
| -0.8% | -$78.2K | 0.94% | 43 |
|
|
2024
Q2 | $8.97M | Sell |
40,700
-16,624
| -29% | -$3.79M | 0.82% | 46 |
|
|
2024
Q1 | $14.6M | Sell |
57,324
-3,586
| -6% | -$824K | 1.37% | 23 |
|
|
2023
Q4 | $13.6M | Sell |
60,910
-289
| -0.5% | -$58.6K | 1.4% | 24 |
|
|
2023
Q3 | $12.7M | Sell |
61,199
-516
| -0.8% | -$116K | 1.43% | 23 |
|
|
2023
Q2 | $13.9M | Sell |
61,715
-191
| -0.3% | -$39.7K | 1.51% | 18 |
|
|
2023
Q1 | $12.4M | Sell |
61,906
-491
| -0.8% | -$99.7K | 1.41% | 21 |
|
|
2022
Q4 | $12.4M | Buy |
62,397
+1,731
| +3% | +$346K | 1.5% | 15 |
|
|
2022
Q3 | $11.4M | Buy |
60,666
+85
| +0.1% | +$16.6K | 1.53% | 19 |
|
|
2022
Q2 | $10.6M | Sell |
60,581
-1,637
| -3% | -$316K | 1.35% | 23 |
|
|
2022
Q1 | $12.6M | Buy |
62,218
+1,383
| +2% | +$318K | 1.36% | 20 |
|
|
2021
Q4 | $15.7M | Sell |
60,835
-1,199
| -2% | -$285K | 1.64% | 14 |
|
|
2021
Q3 | $12.6M | Sell |
62,034
-144
| -0.2% | -$28.7K | 1.42% | 20 |
|
|
2021
Q2 | $12.1M | Sell |
62,178
-604
| -1% | -$118K | 1.36% | 21 |
|
|
2021
Q1 | $11.9M | Buy |
62,782
+214
| +0.3% | +$36.7K | 1.43% | 18 |
|
|
2020
Q4 | $10M | Sell |
62,568
-1,953
| -3% | -$317K | 1.28% | 24 |
|
|
2020
Q3 | $10.7M | Sell |
64,521
-492
| -0.8% | -$75.8K | 1.52% | 18 |
|
|
2020
Q2 | $8.79M | Sell |
65,013
-1,750
| -3% | -$200K | 1.29% | 20 |
|
|
2020
Q1 | $5.75M | Sell |
66,763
-478
| -0.7% | -$52.2K | 1.02% | 36 |
|
|
2019
Q4 | $8.05M | Sell |
67,241
-105
| -0.2% | -$12K | 1.13% | 30 |
|
|
2019
Q3 | $7.41M | Buy |
67,346
+5,124
| +8% | +$541K | 1.11% | 31 |
|
|
2019
Q2 | $6.28M | Buy |
62,222
+52
| +0.1% | +$5.48K | 1.19% | 30 |
|
|
2019
Q1 | $6.81M | Buy |
62,170
+1,694
| +3% | +$169K | 1.34% | 25 |
|
|
2018
Q4 | $5.59M | Sell |
60,476
-422
| -0.7% | -$40.7K | 1.26% | 30 |
|
|
2018
Q3 | $6.99M | Sell |
60,898
-7,066
| -10% | -$736K | 1.37% | 20 |
|
|
2018
Q2 | $6.5M | Sell |
67,964
-5,720
| -8% | -$518K | 1.36% | 23 |
|
|
2018
Q1 | $6.47M | Sell |
73,684
-4,038
| -5% | -$382K | 1.42% | 20 |
|
|
2017
Q4 | $7.22M | Sell |
77,722
-326
| -0.4% | -$26.9K | 1.55% | 17 |
|
|
2017
Q3 | $6.24M | Buy |
78,048
+864
| +1% | +$66.2K | 1.42% | 21 |
|
|
2017
Q2 | $5.98M | Buy |
77,184
+3,345
| +5% | +$273K | 1.43% | 22 |
|
|
2017
Q1 | $6.07M | Buy |
73,839
+1,660
| +2% | +$127K | 1.48% | 19 |
|
|
2016
Q4 | $5.13M | Buy |
72,179
+3,742
| +5% | +$265K | 1.33% | 25 |
|
|
2016
Q3 | $4.94M | Buy |
68,437
+1,472
| +2% | +$114K | 1.33% | 27 |
|
|
2016
Q2 | $5.3M | Buy |
66,965
+332
| +0.5% | +$25.7K | 1.5% | 20 |
|
|
2016
Q1 | $5M | Buy |
66,633
+4,852
| +8% | +$342K | 1.46% | 21 |
|
|
2015
Q4 | $4.7M | Buy |
61,781
+318
| +0.5% | +$23.6K | 1.45% | 21 |
|
|
2015
Q3 | $4.24M | Buy |
61,463
+1,558
| +3% | +$107K | 1.39% | 24 |
|
|
2015
Q2 | $4.01M | Buy |
59,905
+1,192
| +2% | +$85K | 1.29% | 26 |
|
|
2015
Q1 | $4.37M | Buy |
58,713
+1,601
| +3% | +$115K | 1.46% | 24 |
|
|
2014
Q4 | $3.93M | Buy |
57,112
+200
| +0.4% | +$12K | 1.23% | 28 |
|
|
2014
Q3 | $3.01M | Buy |
56,912
+590
| +1% | +$29.8K | 0.98% | 39 |
|
|
2014
Q2 | $2.7M | Buy |
56,322
+2,238
| +4% | +$104K | 0.88% | 45 |
|
|
2014
Q1 | $2.65M | Sell |
54,084
-704
| -1% | -$34K | 0.92% | 42 |
|
|
2013
Q4 | $2.71M | Sell |
54,788
-550
| -1% | -$26.7K | 0.97% | 38 |
|
|
2013
Q3 | $2.63M | Sell |
55,338
-2,975
| -5% | -$135K | 1.04% | 36 |
|
|
2013
Q2 | $2.38M | Buy |
+58,313
| New | +$2.35M | 1.02% | 34 |
|
Other funds holding LOW
VCM
VPM
Beese Fulmer Investment Management's LOW Position: Q1 2026 in Review
Beese Fulmer Investment Management reduced its Lowe's Companies (LOW) stake by 3.9% in Q1 2026, selling an estimated $392K and leaving 37,360 shares worth $8.83M. The position accounts for 0.57% of the portfolio, ranked #52.
Beese Fulmer Investment Management first reported a position in LOW in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.7M in Q4 2021. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.
- Beese Fulmer Investment Management held 37,360 shares of Lowe's Companies worth $8.83M as of Q1 2026.
- Beese Fulmer Investment Management sold 1,503 Lowe's Companies shares in Q1 2026, an estimated $392K.
- Lowe's Companies made up 0.57% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #52 holding.
- Beese Fulmer Investment Management first reported a position in Lowe's Companies in Q2 2013 and has held it in 52 quarters since.
- Beese Fulmer Investment Management's Lowe's Companies position peaked at $15.7M in Q4 2021.
- 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.