MB, Levis & Associates
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MB, Levis & Associates’s Lowe's Companies LOW Stock Holding History

MB, Levis & 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
Q3 		$1.91M Buy
10,381
+241
+2% +$50K 0.7% 27
2026
Q2 		$2.24M Buy
10,140
+26
+0.3% +$5.9K 0.82% 23
2026
Q1 		$2.39M Buy
10,114
+13
+0.1% +$3.39K 1% 20
2025
Q4 		$2.44M Sell
10,101
-147
-1% -$35.3K 1.03% 19
2025
Q3 		$2.58M Sell
10,248
-579
-5% -$142K 1.11% 18
2025
Q2 		$2.4M Buy
10,827
+4
+0% +$893 1.06% 17
2025
Q1 		$2.52M Buy
10,823
+17
+0.2% +$4.18K 1.17% 17
2024
Q4 		$2.67M Sell
10,806
-42
-0.4% -$11.2K 1.34% 15
2024
Q3 		$2.94M Sell
10,848
-23
-0.2% -$5.57K 1.45% 15
2024
Q2 		$2.4M Buy
10,871
+14
+0.1% +$3.19K 1.26% 16
2024
Q1 		$2.77M Sell
10,857
-19
-0.2% -$4.37K 1.49% 15
2023
Q4 		$2.42M Buy
10,876
+6
+0.1% +$1.22K 1.39% 14
2023
Q3 		$2.26M Sell
10,870
-11
-0.1% -$2.48K 1.47% 13
2023
Q2 		$2.46M Sell
10,881
-57
-0.5% -$11.9K 1.57% 13
2023
Q1 		$2.19M Buy
10,938
+3
+0% +$609 1.52% 13
2022
Q4 		$2.18M Buy
+10,935
New +$2.19M 1.7% 10

Other funds holding LOW

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
Hardin Capital Partners
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Wealth Intelligence
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MB, Levis & Associates's LOW Position: Q3 2026 in Review

MB, Levis & Associates increased its Lowe's Companies (LOW) stake by 2.4% in Q3 2026, buying an estimated $50K and bringing the position to 10,381 shares worth $1.91M. The position accounts for 0.7% of the portfolio, ranked #27.

MB, Levis & Associates first reported a position in LOW in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.94M in Q3 2024. 755 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • MB, Levis & Associates held 10,381 shares of Lowe's Companies worth $1.91M as of Q3 2026.
  • MB, Levis & Associates bought 241 Lowe's Companies shares in Q3 2026, an estimated $50K.
  • Lowe's Companies made up 0.7% of MB, Levis & Associates's portfolio in Q3 2026, its #27 holding.
  • MB, Levis & Associates first reported a position in Lowe's Companies in Q4 2022 and has held it in 16 quarters since.
  • MB, Levis & Associates's Lowe's Companies position peaked at $2.94M in Q3 2024.
  • 755 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.