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Mason & Associates (California)’s Lowe's Companies LOW Stock Holding History

Mason & Associates (California)’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 		– Sell
-1,064
Closed -$247K – 168
2026
Q1 		$247K Sell
1,064
-38
-3% -$9.91K 0.05% 143
2025
Q4 		$266K Buy
1,102
+145
+15% +$34.8K 0.05% 144
2025
Q3 		$241K Hold
957
– – 0.05% 118
2025
Q2 		$212K Sell
957
-49
-5% -$10.9K 0.05% 117
2025
Q1 		$235K Hold
1,006
– – 0.06% 103
2024
Q4 		$248K Buy
1,006
+61
+6% +$16.3K 0.06% 97
2024
Q3 		$256K Buy
+945
New +$229K 0.06% 98
2024
Q2 		– Sell
-868
Closed -$221K – 115
2024
Q1 		$221K Buy
+868
New +$200K 0.06% 104

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mason & Associates (California)'s LOW Position: Q2 2026 in Review

Mason & Associates (California) sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 1,064 shares — an estimated $247K sold.

Mason & Associates (California) first reported a position in LOW in Q1 2024 and held it in 8 quarters. The position peaked at $266K in Q4 2025. 1,261 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Mason & Associates (California) reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 1,064 Lowe's Companies shares in Q2 2026, an estimated $247K.
  • Mason & Associates (California) first reported a position in Lowe's Companies in Q1 2024 and held it in 8 quarters.
  • Mason & Associates (California)'s Lowe's Companies position peaked at $266K in Q4 2025.
  • 1,261 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.