Patten Group’s Lowe's Companies LOW Stock Holding History

Patten Group’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 Q1	$1.17M	Sell	4,963 -40	-0.8%	-$10.4K	0.2%	128
2025 Q4	$1.21M	Sell	5,003 -1,610	-24%	-$387K	0.22%	121
2025 Q3	$1.66M	Sell	6,613 -487	-7%	-$120K	0.32%	95
2025 Q2	$1.58M	Sell	7,100 -329	-4%	-$73.4K	0.33%	91
2025 Q1	$1.73M	Sell	7,429 -628	-8%	-$155K	0.4%	77
2024 Q4	$1.99M	Sell	8,057 -35	-0.4%	-$9.35K	0.44%	63
2024 Q3	$2.19M	Sell	8,092 -570	-7%	-$138K	0.49%	57
2024 Q2	$1.91M	Sell	8,662 -43	-0.5%	-$9.81K	0.45%	57
2024 Q1	$2.22M	Buy	8,705 +12	+0.1%	+$2.76K	0.55%	49
2023 Q4	$1.93M	Sell	8,693 -74	-0.8%	-$15K	0.53%	55
2023 Q3	$1.82M	Sell	8,767 -81	-0.9%	-$18.2K	0.54%	48
2023 Q2	$2M	Buy	8,848 +260	+3%	+$54.1K	0.3%	48
2023 Q1	$1.72M	Buy	8,588 +650	+8%	+$132K	0.52%	52
2022 Q4	$1.58M	Buy	7,938 +23	+0.3%	+$4.6K	0.5%	58
2022 Q3	$1.56M	Sell	7,915 -110	-1%	-$21.4K	0.54%	52
2022 Q2	$1.46M	Sell	8,025 -71	-0.9%	-$13.7K	0.47%	62
2022 Q1	$1.64M	Buy	8,096 +492	+6%	+$113K	0.46%	63
2021 Q4	$1.97M	Buy	7,604 +306	+4%	+$72.7K	0.52%	55
2021 Q3	$1.48M	Buy	7,298 +8	+0.1%	+$1.59K	0.44%	64
2021 Q2	$1.41M	Sell	7,290 -35	-0.5%	-$6.85K	0.42%	69
2021 Q1	$1.39M	Sell	7,325 -25	-0.3%	-$4.29K	0.45%	72
2020 Q4	$1.18M	Buy	7,350 +40	+0.5%	+$6.5K	0.32%	79
2020 Q3	$1.21M	Sell	7,310 -5	-0.1%	-$770	0.47%	67
2020 Q2	$988K	Buy	7,315 +225	+3%	+$25.7K	0.43%	71
2020 Q1	$610K	Sell	7,090 -1,840	-21%	-$201K	0.32%	93
2019 Q4	$1.07M	Buy	8,930 +285	+3%	+$32.6K	0.4%	81
2019 Q3	$951K	Buy	8,645 +170	+2%	+$17.9K	0.39%	82
2019 Q2	$855K	Buy	8,475 +577	+7%	+$60.9K	0.35%	91
2019 Q1	$865K	Buy	7,898 +1,190	+18%	+$119K	0.37%	85
2018 Q4	$620K	Sell	6,708 -670	-9%	-$64.6K	0.29%	89
2018 Q3	$847K	Sell	7,378 -25	-0.3%	-$2.6K	0.32%	91
2018 Q2	$708K	Sell	7,403 -50	-0.7%	-$4.53K	0.28%	98
2018 Q1	$654K	Sell	7,453 -265	-3%	-$25.1K	0.27%	100
2017 Q4	$717K	Sell	7,718 -25	-0.3%	-$2.07K	0.28%	96
2017 Q3	$619K	Sell	7,743 -120	-2%	-$9.19K	0.25%	104
2017 Q2	$616K	Buy	7,863 +1,113	+16%	+$91K	0.25%	107
2017 Q1	$554K	Buy	6,750 +10	+0.1%	+$765	0.24%	99
2016 Q4	$494K	Sell	6,740 -100	-1%	-$7.08K	0.22%	100
2016 Q3	$487K	Buy	6,840 +2,000	+41%	+$156K	0.23%	102
2016 Q2	$383K	Hold	4,840	–	–	0.18%	120
2016 Q1	$367K	Buy	4,840 +100	+2%	+$7.05K	0.17%	122
2015 Q4	$360K	Buy	4,740 +55	+1%	+$4.08K	0.17%	122
2015 Q3	$323K	Buy	4,685 +260	+6%	+$17.9K	0.17%	127
2015 Q2	$296K	Hold	4,425	–	–	0.14%	142
2015 Q1	$328K	Hold	4,425	–	–	0.17%	132
2014 Q4	$305K	Buy	+4,425	New	+$265K	0.15%	143

Other funds holding LOW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Patten Group's LOW Position: Q1 2026 in Review

Patten Group reduced its Lowe's Companies (LOW) stake by 0.8% in Q1 2026, selling an estimated $10.4K and leaving 4,963 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #128.

Patten Group first reported a position in LOW in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.22M in Q1 2024. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Patten Group held 4,963 shares of Lowe's Companies worth $1.17M as of Q1 2026.
Patten Group sold 40 Lowe's Companies shares in Q1 2026, an estimated $10.4K.
Lowe's Companies made up 0.2% of Patten Group's portfolio in Q1 2026, its #128 holding.
Patten Group first reported a position in Lowe's Companies in Q4 2014 and has held it in 46 quarters since.
Patten Group's Lowe's Companies position peaked at $2.22M in Q1 2024.
2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.