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Montag & Caldwell’s Lowe's Companies LOW Stock Holding History

Montag & Caldwell’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
Q2 		$10.9M Sell
49,320
-4,138
-8% -$923K 2.4% 23
2025
Q1 		$12.5M Sell
53,458
-2,403
-4% -$591K 2.89% 16
2024
Q4 		$13.8M Buy
55,861
+8,275
+17% +$2.21M 2.94% 12
2024
Q3 		$12.9M Sell
47,586
-2,298
-5% -$557K 2.62% 18
2024
Q2 		$11M Buy
49,884
+9,171
+23% +$2.09M 2.22% 20
2024
Q1 		$10.4M Sell
40,713
-944
-2% -$217K 1.79% 24
2023
Q4 		$9.27M Sell
41,657
-25,097
-38% -$5.09M 1.62% 28
2023
Q3 		$13.9M Sell
66,754
-2,698
-4% -$607K 1.78% 26
2023
Q2 		$15.7M Sell
69,452
-537
-0.8% -$112K 1.91% 27
2023
Q1 		$14M Sell
69,989
-37,060
-35% -$7.53M 1.88% 27
2022
Q4 		$21.3M Sell
107,049
-2,916
-3% -$583K 3.09% 15
2022
Q3 		$20.7M Sell
109,965
-47,167
-30% -$9.19M 3.07% 14
2022
Q2 		$27.4M Sell
157,132
-11,983
-7% -$2.31M 3.98% 8
2022
Q1 		$34.2M Sell
169,115
-3,599
-2% -$828K 3.81% 7
2021
Q4 		$44.6M Sell
172,714
-22,254
-11% -$5.29M 4.31% 8
2021
Q3 		$39.6M Sell
194,968
-1,990
-1% -$397K 3.65% 8
2021
Q2 		$38.2M Sell
196,958
-12,428
-6% -$2.43M 3.45% 10
2021
Q1 		$39.8M Sell
209,386
-154,674
-42% -$26.5M 3.64% 10
2020
Q4 		$58.5M Buy
364,060
+1,251
+0.3% +$203K 3.23% 15
2020
Q3 		$60.2M Sell
362,809
-13,462
-4% -$2.07M 3.66% 10
2020
Q2 		$50.8M Sell
376,271
-109,625
-23% -$12.5M 3.37% 11
2020
Q1 		$41.8M Sell
485,896
-176,453
-27% -$19.3M 2.78% 19
2019
Q4 		$79.3M Sell
662,349
-12,065
-2% -$1.38M 3.79% 8
2019
Q3 		$74.2M Sell
674,414
-10,811
-2% -$1.14M 3.82% 9
2019
Q2 		$69.1M Buy
685,225
+99,098
+17% +$10.5M 3.56% 8
2019
Q1 		$64.2M Sell
586,127
-50,380
-8% -$5.03M 3.35% 11
2018
Q4 		$58.8M Sell
636,507
-23,404
-4% -$2.26M 3.21% 13
2018
Q3 		$75.8M Buy
659,911
+194,080
+42% +$20.2M 2.96% 16
2018
Q2 		$44.5M Buy
+465,831
New +$42.2M 1.77% 28

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Montag & Caldwell's LOW Position: Q2 2025 in Review

Montag & Caldwell reduced its Lowe's Companies (LOW) stake by 7.7% in Q2 2025, selling an estimated $923K and leaving 49,320 shares worth $10.9M. The position accounts for 2.4% of the portfolio, ranked #23.

Montag & Caldwell first reported a position in LOW in Q2 2018 and has held it in 29 quarters since. The position peaked at $79.3M in Q4 2019. 2,604 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Montag & Caldwell held 49,320 shares of Lowe's Companies worth $10.9M as of Q2 2025.
  • Montag & Caldwell sold 4,138 Lowe's Companies shares in Q2 2025, an estimated $923K.
  • Lowe's Companies made up 2.4% of Montag & Caldwell's portfolio in Q2 2025, its #23 holding.
  • Montag & Caldwell first reported a position in Lowe's Companies in Q2 2018 and has held it in 29 quarters since.
  • Montag & Caldwell's Lowe's Companies position peaked at $79.3M in Q4 2019.
  • 2,604 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.