Montgomery Investment Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $934K | Buy |
4,235
+1
| +0% | +$227 | 0.28% | 55 |
|
|
2026
Q1 | $1M | Buy |
4,234
+1
| +0% | +$261 | 0.34% | 47 |
|
|
2025
Q4 | $1.02M | Sell |
4,233
-8
| -0.2% | -$1.92K | 0.37% | 43 |
|
|
2025
Q3 | $1.07M | Buy |
4,241
+1
| +0% | +$246 | 0.38% | 43 |
|
|
2025
Q2 | $941K | Hold |
4,240
| – | – | 0.36% | 43 |
|
|
2025
Q1 | $989K | Sell |
4,240
-200
| -5% | -$49.2K | 0.39% | 42 |
|
|
2024
Q4 | $1.1M | Buy |
4,440
+35
| +0.8% | +$9.35K | 0.43% | 39 |
|
|
2024
Q3 | $1.19M | Hold |
4,405
| – | – | 0.43% | 39 |
|
|
2024
Q2 | $971K | Hold |
4,405
| – | – | 0.38% | 41 |
|
|
2024
Q1 | $1.12M | Hold |
4,405
| – | – | 0.43% | 39 |
|
|
2023
Q4 | $980K | Sell |
4,405
-50
| -1% | -$10.1K | 0.3% | 44 |
|
|
2023
Q3 | $926K | Sell |
4,455
-5
| -0.1% | -$1.13K | 0.32% | 45 |
|
|
2023
Q2 | $1.01M | Hold |
4,460
| – | – | 0.34% | 44 |
|
|
2023
Q1 | $892K | Hold |
4,460
| – | – | 0.32% | 45 |
|
|
2022
Q4 | $889K | Sell |
4,460
-30
| -0.7% | -$6K | 0.32% | 46 |
|
|
2022
Q3 | $843K | Sell |
4,490
-50
| -1% | -$9.74K | 0.35% | 45 |
|
|
2022
Q2 | $793K | Buy |
4,540
+200
| +5% | +$38.6K | 0.32% | 46 |
|
|
2022
Q1 | $878K | Hold |
4,340
| – | – | 0.3% | 47 |
|
|
2021
Q4 | $1.12M | Sell |
4,340
-120
| -3% | -$28.5K | 0.38% | 45 |
|
|
2021
Q3 | $905K | Hold |
4,460
| – | – | 0.34% | 48 |
|
|
2021
Q2 | $865K | Hold |
4,460
| – | – | 0.32% | 50 |
|
|
2021
Q1 | $848K | Hold |
4,460
| – | – | 0.32% | 48 |
|
|
2020
Q4 | $716K | Hold |
4,460
| – | – | 0.33% | 49 |
|
|
2020
Q3 | $740K | Hold |
4,460
| – | – | 0.39% | 43 |
|
|
2020
Q2 | $603K | Hold |
4,460
| – | – | 0.33% | 46 |
|
|
2020
Q1 | $384K | Hold |
4,460
| – | – | 0.25% | 56 |
|
|
2019
Q4 | $534K | Hold |
4,460
| – | – | 0.22% | 62 |
|
|
2019
Q3 | $490K | Hold |
4,460
| – | – | 0.21% | 65 |
|
|
2019
Q2 | $450K | Hold |
4,460
| – | – | 0.2% | 66 |
|
|
2019
Q1 | $488K | Hold |
4,460
| – | – | 0.22% | 64 |
|
|
2018
Q4 | $412K | Sell |
4,460
-300
| -6% | -$28.9K | 0.21% | 66 |
|
|
2018
Q3 | $547K | Buy |
4,760
+30
| +0.6% | +$3.13K | 0.23% | 64 |
|
|
2018
Q2 | $452K | Buy |
4,730
+750
| +19% | +$67.9K | 0.19% | 69 |
|
|
2018
Q1 | $349K | Hold |
3,980
| – | – | 0.15% | 77 |
|
|
2017
Q4 | $370K | Buy |
3,980
+105
| +3% | +$8.68K | 0.15% | 75 |
|
|
2017
Q3 | $310K | Hold |
3,875
| – | – | 0.14% | 78 |
|
|
2017
Q2 | $300K | Buy |
+3,875
| New | +$317K | 0.14% | 76 |
|
Other funds holding LOW
Montgomery Investment Management's LOW Position: Q2 2026 in Review
Montgomery Investment Management increased its Lowe's Companies (LOW) stake by 0.02% in Q2 2026, buying an estimated $227 and bringing the position to 4,235 shares worth $934K. The position accounts for 0.28% of the portfolio, ranked #55.
Montgomery Investment Management first reported a position in LOW in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.19M in Q3 2024. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- Montgomery Investment Management held 4,235 shares of Lowe's Companies worth $934K as of Q2 2026.
- Montgomery Investment Management bought 1 Lowe's Companies share in Q2 2026, an estimated $227.
- Lowe's Companies made up 0.28% of Montgomery Investment Management's portfolio in Q2 2026, its #55 holding.
- Montgomery Investment Management first reported a position in Lowe's Companies in Q2 2017 and has held it in 37 quarters since.
- Montgomery Investment Management's Lowe's Companies position peaked at $1.19M in Q3 2024.
- 2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.