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Pecaut & Co’s Lowe's Companies LOW Stock Holding History

Pecaut & Co’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
Q2 		$4.09M Sell
18,567
-1,151
-6% -$261K 1.25% 21
2026
Q1 		$4.66M Sell
19,718
-430
-2% -$112K 1.51% 20
2025
Q4 		$4.86M Buy
20,148
+250
+1% +$60K 1.57% 19
2025
Q3 		$5M Sell
19,898
-102
-0.5% -$25.1K 1.61% 19
2025
Q2 		$4.44M Sell
20,000
-1,288
-6% -$287K 1.47% 19
2025
Q1 		$4.96M Sell
21,288
-64
-0.3% -$15.7K 1.69% 16
2024
Q4 		$5.27M Sell
21,352
-1,297
-6% -$346K 1.82% 17
2024
Q3 		$6.13M Sell
22,649
-798
-3% -$193K 2.17% 15
2024
Q2 		$5.17M Sell
23,447
-1,872
-7% -$427K 1.95% 16
2024
Q1 		$6.45M Sell
25,319
-2,697
-10% -$620K 2.4% 15
2023
Q4 		$6.24M Sell
28,016
-1,197
-4% -$243K 2.5% 14
2023
Q3 		$6.07M Sell
29,213
-363
-1% -$81.7K 2.54% 10
2023
Q2 		$6.68M Buy
29,576
+2,586
+10% +$538K 2.82% 9
2023
Q1 		$5.4M Buy
26,990
+2,125
+9% +$432K 2.46% 11
2022
Q4 		$4.95M Sell
24,865
-1,340
-5% -$268K 2.35% 11
2022
Q3 		$4.92M Buy
26,205
+41
+0.2% +$7.99K 2.61% 9
2022
Q2 		$4.57M Sell
26,164
-51
-0.2% -$9.83K 2.57% 11
2022
Q1 		$5.3M Sell
26,215
-125
-0.5% -$28.8K 2.58% 10
2021
Q4 		$6.81M Sell
26,340
-70
-0.3% -$16.6K 3.46% 7
2021
Q3 		$5.36M Sell
26,410
-1,200
-4% -$239K 3.2% 9
2021
Q2 		$5.36M Sell
27,610
-965
-3% -$189K 3.49% 7
2021
Q1 		$5.43M Sell
28,575
-1,000
-3% -$172K 3.92% 7
2020
Q4 		$4.75M Buy
29,575
+1,300
+5% +$211K 3.57% 6
2020
Q3 		$4.69M Buy
28,275
+50
+0.2% +$7.7K 3.56% 8
2020
Q2 		$3.81M Buy
28,225
+1,025
+4% +$117K 2.99% 9
2020
Q1 		$2.34M Buy
+27,200
New +$2.97M 2.13% 17

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pecaut & Co's LOW Position: Q2 2026 in Review

Pecaut & Co reduced its Lowe's Companies (LOW) stake by 5.8% in Q2 2026, selling an estimated $261K and leaving 18,567 shares worth $4.09M. The position accounts for 1.25% of the portfolio, ranked #21.

Pecaut & Co first reported a position in LOW in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.81M in Q4 2021. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Pecaut & Co held 18,567 shares of Lowe's Companies worth $4.09M as of Q2 2026.
  • Pecaut & Co sold 1,151 Lowe's Companies shares in Q2 2026, an estimated $261K.
  • Lowe's Companies made up 1.25% of Pecaut & Co's portfolio in Q2 2026, its #21 holding.
  • Pecaut & Co first reported a position in Lowe's Companies in Q1 2020 and has held it in 26 quarters since.
  • Pecaut & Co's Lowe's Companies position peaked at $6.81M in Q4 2021.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.