McCarthy & Cox’s Lowe's Companies LOW Stock Holding History

McCarthy & Cox’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
2025 Q4	–	Sell	-1,237	Closed	-$311K	–	56
2025 Q3	$311K	Buy	1,237 +4	+0.3%	+$983	0.07%	54
2025 Q2	$274K	Buy	1,233 +4	+0.3%	+$893	0.07%	55
2025 Q1	$287K	Buy	1,229 +4	+0.3%	+$984	0.12%	49
2024 Q4	$302K	Buy	1,225 +3	+0.2%	+$801	0.11%	49
2024 Q3	$331K	Buy	1,222 +204	+20%	+$49.4K	0.13%	43
2024 Q2	$224K	Buy	1,018 +4	+0.4%	+$913	0.09%	48
2024 Q1	$258K	Buy	+1,014	New	+$233K	0.1%	44

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

McCarthy & Cox's LOW Position: Q4 2025 in Review

McCarthy & Cox sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 1,237 shares — an estimated $311K sold.

McCarthy & Cox first reported a position in LOW in Q1 2024 and held it in 7 quarters. The position peaked at $331K in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

McCarthy & Cox reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 1,237 Lowe's Companies shares in Q4 2025, an estimated $311K.
McCarthy & Cox first reported a position in Lowe's Companies in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's Lowe's Companies position peaked at $331K in Q3 2024.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.