First Manhattan’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 | $331M | Sell |
1,399,429
-98,581
| -7% | -$25.7M | 0.92% | 26 |
|
|
2025
Q4 | $361M | Buy |
1,498,010
+20,094
| +1% | +$4.82M | 0.95% | 24 |
|
|
2025
Q3 | $371M | Sell |
1,477,916
-13,415
| -0.9% | -$3.3M | 0.98% | 23 |
|
|
2025
Q2 | $331M | Buy |
1,491,331
+83,438
| +6% | +$18.6M | 0.93% | 23 |
|
|
2025
Q1 | $328M | Buy |
1,407,893
+8,436
| +0.6% | +$2.08M | 0.96% | 20 |
|
|
2024
Q4 | $350M | Buy |
1,399,457
+5,708
| +0.4% | +$1.52M | 1.03% | 20 |
|
|
2024
Q3 | $377M | Buy |
1,393,749
+6,948
| +0.5% | +$1.68M | 1.12% | 16 |
|
|
2024
Q2 | $310M | Buy |
1,386,801
+34,227
| +3% | +$7.81M | 0.99% | 18 |
|
|
2024
Q1 | $345M | Buy |
1,352,574
+4,954
| +0.4% | +$1.14M | 1.12% | 13 |
|
|
2023
Q4 | $296M | Buy |
1,347,620
+85,026
| +7% | +$17.2M | 1.03% | 15 |
|
|
2023
Q3 | $260M | Buy |
1,262,594
+14,011
| +1% | +$3.15M | 0.96% | 16 |
|
|
2023
Q2 | $280M | Buy |
1,248,583
+25,090
| +2% | +$5.22M | 1.03% | 15 |
|
|
2023
Q1 | $245M | Buy |
1,223,493
+68,237
| +6% | +$13.9M | 0.94% | 17 |
|
|
2022
Q4 | $230M | Buy |
1,155,256
+410,546
| +55% | +$82.1M | 0.84% | 17 |
|
|
2022
Q3 | $140M | Buy |
744,710
+33,913
| +5% | +$6.61M | 0.59% | 33 |
|
|
2022
Q2 | $124M | Buy |
710,797
+21,360
| +3% | +$4.12M | 0.5% | 35 |
|
|
2022
Q1 | $139M | Buy |
689,437
+101,842
| +17% | +$23.4M | 0.46% | 36 |
|
|
2021
Q4 | $152M | Buy |
587,595
+2,805
| +0.5% | +$667K | 0.5% | 39 |
|
|
2021
Q3 | $119M | Buy |
584,790
+88,092
| +18% | +$17.6M | 0.44% | 43 |
|
|
2021
Q2 | $96.3M | Buy |
496,698
+134,371
| +37% | +$26.3M | 0.35% | 46 |
|
|
2021
Q1 | $68.9M | Buy |
362,327
+228,706
| +171% | +$39.2M | 0.3% | 53 |
|
|
2020
Q4 | $21.4M | Sell |
133,621
-4,465
| -3% | -$725K | 0.1% | 99 |
|
|
2020
Q3 | $22.9M | Sell |
138,086
-2,561
| -2% | -$394K | 0.12% | 90 |
|
|
2020
Q2 | $19M | Sell |
140,647
-941
| -0.7% | -$107K | 0.11% | 96 |
|
|
2020
Q1 | $12.2M | Sell |
141,588
-2,269
| -2% | -$248K | 0.08% | 128 |
|
|
2019
Q4 | $17.2M | Buy |
143,857
+104
| +0.1% | +$11.9K | 0.09% | 118 |
|
|
2019
Q3 | $15.8M | Sell |
143,753
-17,828
| -11% | -$1.88M | 0.09% | 126 |
|
|
2019
Q2 | $16.3M | Sell |
161,581
-1,470
| -0.9% | -$155K | 0.09% | 121 |
|
|
2019
Q1 | $17.8M | Sell |
163,051
-15,870
| -9% | -$1.58M | 0.1% | 111 |
|
|
2018
Q4 | $16.5M | Sell |
178,921
-38,963
| -18% | -$3.76M | 0.1% | 116 |
|
|
2018
Q3 | $25M | Sell |
217,884
-3,675
| -2% | -$383K | 0.13% | 109 |
|
|
2018
Q2 | $21.2M | Sell |
221,559
-2,764
| -1% | -$250K | 0.12% | 123 |
|
|
2018
Q1 | $19.7M | Sell |
224,323
-8,289
| -4% | -$785K | 0.11% | 125 |
|
|
2017
Q4 | $21.6M | Sell |
232,612
-2,400
| -1% | -$198K | 0.12% | 126 |
|
|
2017
Q3 | $18.8M | Sell |
235,012
-8,230
| -3% | -$630K | 0.11% | 135 |
|
|
2017
Q2 | $18.9M | Sell |
243,242
-3,465
| -1% | -$283K | 0.11% | 132 |
|
|
2017
Q1 | $20.3M | Sell |
246,707
-12,558
| -5% | -$961K | 0.12% | 121 |
|
|
2016
Q4 | $18.4M | Sell |
259,265
-6,056
| -2% | -$428K | 0.11% | 127 |
|
|
2016
Q3 | $19.2M | Sell |
265,321
-2,150
| -0.8% | -$167K | 0.12% | 127 |
|
|
2016
Q2 | $21.2M | Buy |
267,471
+8,306
| +3% | +$642K | 0.13% | 114 |
|
|
2016
Q1 | $19.6M | Sell |
259,165
-12,759
| -5% | -$900K | 0.12% | 117 |
|
|
2015
Q4 | $20.7M | Sell |
271,924
-10,679
| -4% | -$793K | 0.13% | 114 |
|
|
2015
Q3 | $19.5M | Sell |
282,603
-2,968
| -1% | -$204K | 0.13% | 113 |
|
|
2015
Q2 | $19.1M | Sell |
285,571
-4,249
| -1% | -$303K | 0.11% | 119 |
|
|
2015
Q1 | $21.6M | Sell |
289,820
-122,189
| -30% | -$8.76M | 0.12% | 118 |
|
|
2014
Q4 | $28.3M | Sell |
412,009
-179,964
| -30% | -$10.8M | 0.16% | 104 |
|
|
2014
Q3 | $31.3M | Sell |
591,973
-14,132
| -2% | -$714K | 0.18% | 95 |
|
|
2014
Q2 | $29.1M | Sell |
606,105
-4,900
| -0.8% | -$228K | 0.18% | 96 |
|
|
2014
Q1 | $29.9M | Sell |
611,005
-3,402
| -0.6% | -$164K | 0.2% | 98 |
|
|
2013
Q4 | $30.4M | Sell |
614,407
-32,883
| -5% | -$1.6M | 0.2% | 92 |
|
|
2013
Q3 | $30.8M | Sell |
647,290
-6,190
| -0.9% | -$281K | 0.22% | 83 |
|
|
2013
Q2 | $28.4M | Buy |
+653,480
| New | +$26.3M | 0.2% | 90 |
|
Other funds holding LOW
VCM
VPM
First Manhattan's LOW Position: Q1 2026 in Review
First Manhattan reduced its Lowe's Companies (LOW) stake by 6.6% in Q1 2026, selling an estimated $25.7M and leaving 1,399,429 shares worth $331M. The position accounts for 0.92% of the portfolio, ranked #26.
First Manhattan first reported a position in LOW in Q2 2013 and has held it in 52 quarters since. The position peaked at $377M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.
- First Manhattan held 1,399,429 shares of Lowe's Companies worth $331M as of Q1 2026.
- First Manhattan sold 98,581 Lowe's Companies shares in Q1 2026, an estimated $25.7M.
- Lowe's Companies made up 0.92% of First Manhattan's portfolio in Q1 2026, its #26 holding.
- First Manhattan first reported a position in Lowe's Companies in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Lowe's Companies position peaked at $377M in Q3 2024.
- 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.