Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Lowe's Companies LOW Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$442K Buy
1,872
+290
+18% +$75.6K 0.01% 410
2025
Q4 		$382K Sell
1,582
-735,557
-100% -$177M 0.01% 417
2025
Q3 		$185M Sell
737,139
-140,449
-16% -$34.5M 0.72% 27
2025
Q2 		$195M Sell
877,588
-93,430
-10% -$20.9M 0.83% 24
2025
Q1 		$226M Sell
971,018
-31,919
-3% -$7.85M 1.14% 16
2024
Q4 		$248M Buy
1,002,937
+475,792
+90% +$127M 1.21% 16
2024
Q3 		$139M Sell
527,145
-30,855
-6% -$7.47M 0.99% 22
2024
Q2 		$123M Buy
558,000
+5,534
+1% +$1.26M 1.05% 23
2024
Q1 		$141M Buy
552,466
+9,686
+2% +$2.23M 1.79% 14
2023
Q4 		$121M Buy
542,780
+113,443
+26% +$23M 2% 17
2023
Q3 		$89.2M Sell
429,337
-105,012
-20% -$23.6M 1.6% 18
2023
Q2 		$121M Buy
534,349
+101,133
+23% +$21M 1.77% 19
2023
Q1 		$86.6M Buy
433,216
+23,900
+6% +$4.86M 1.5% 19
2022
Q4 		$81.6M Buy
409,316
+72,451
+22% +$14.5M 1.61% 16
2022
Q3 		$63.3M Buy
336,865
+3,006
+0.9% +$585K 1.46% 24
2022
Q2 		$58.3M Buy
333,859
+25,001
+8% +$4.82M 1.29% 30
2022
Q1 		$62.4M Buy
308,858
+19,367
+7% +$4.45M 1.19% 33
2021
Q4 		$52M Sell
289,491
-25,780
-8% -$6.13M 1.22% 30
2021
Q3 		$64M Buy
315,271
+3,277
+1% +$653K 1.27% 27
2021
Q2 		$60.5M Buy
311,994
+39,963
+15% +$7.82M 1.19% 31
2021
Q1 		$51.7M Sell
272,031
-12,273
-4% -$2.11M 1.21% 30
2020
Q4 		$45.6M Buy
284,304
+2,820
+1% +$458K 1.11% 31
2020
Q3 		$46.7M Sell
281,484
-21,528
-7% -$3.32M 1.31% 27
2020
Q2 		$40.9M Buy
303,012
+236,430
+355% +$27M 1.26% 27
2020
Q1 		$5.73M Buy
66,582
+2,370
+4% +$259K 0.21% 81
2019
Q4 		$7.69M Sell
64,212
-1,350
-2% -$154K 0.22% 75
2019
Q3 		$7.21M Buy
65,562
+1,870
+3% +$197K 0.23% 75
2019
Q2 		$6.43M Buy
63,692
+5,829
+10% +$615K 0.2% 79
2019
Q1 		$6.33M Sell
57,863
-492
-0.8% -$49.1K 0.2% 77
2018
Q4 		$5.39M Buy
58,355
+56,334
+2,787% +$5.43M 0.21% 78
2018
Q3 		$232K Buy
+2,021
New +$211K 0.01% 142
2018
Q1 		– Sell
-2,593
Closed -$241 – 150
2017
Q4 		$241 Hold
2,593
– – 0.01% 151
2017
Q3 		$207K Hold
2,593
– – 0.01% 154
2017
Q2 		$201K Hold
2,593
– – 0.01% 152
2017
Q1 		$213K Buy
+2,593
New +$198K 0.01% 131

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's LOW Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Lowe's Companies (LOW) stake by 18% in Q1 2026, buying an estimated $75.6K and bringing the position to 1,872 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #410.

Kovitz Investment Group Partners first reported a position in LOW in Q1 2017 and has held it in 35 quarters since. The position peaked at $248M in Q4 2024. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Kovitz Investment Group Partners held 1,872 shares of Lowe's Companies worth $442K as of Q1 2026.
  • Kovitz Investment Group Partners bought 290 Lowe's Companies shares in Q1 2026, an estimated $75.6K.
  • Lowe's Companies made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #410 holding.
  • Kovitz Investment Group Partners first reported a position in Lowe's Companies in Q1 2017 and has held it in 35 quarters since.
  • Kovitz Investment Group Partners's Lowe's Companies position peaked at $248M in Q4 2024.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.