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