S&CO Inc’s Lowe's Companies LOW Stock Holding History

S&CO Inc’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	$1.54M	Buy	6,503 +100	+2%	+$26.1K	0.1%	123
2025 Q4	$1.54M	Buy	6,403 +40	+0.6%	+$9.6K	0.1%	123
2025 Q3	$1.6M	Sell	6,363 -400	-6%	-$98.3K	0.1%	123
2025 Q2	$1.5M	Sell	6,763 -450	-6%	-$100K	0.1%	128
2025 Q1	$1.68M	Hold	7,213	–	–	0.11%	119
2024 Q4	$1.78M	Sell	7,213 -340	-5%	-$90.8K	0.12%	115
2024 Q3	$2.04M	Hold	7,553	–	–	0.13%	113
2024 Q2	$1.67M	Sell	7,553 -360	-5%	-$82.1K	0.12%	123
2024 Q1	$2.02M	Sell	7,913 -100	-1%	-$23K	0.14%	110
2023 Q4	$1.78M	Buy	8,013 +2,005	+33%	+$406K	0.14%	104
2023 Q3	$1.25M	Sell	6,008 -300	-5%	-$67.5K	0.1%	108
2023 Q2	$1.42M	Buy	6,308 +708	+13%	+$147K	0.11%	105
2023 Q1	$1.12M	Sell	5,600 -418	-7%	-$84.9K	0.1%	112
2022 Q4	$1.2M	Sell	6,018 -220	-4%	-$44K	0.11%	107
2022 Q3	$1.17M	Hold	6,238	–	–	0.11%	105
2022 Q2	$1.09M	Sell	6,238 -208	-3%	-$40.1K	0.09%	109
2022 Q1	$1.3M	Sell	6,446 -20	-0.3%	-$4.6K	0.09%	108
2021 Q4	$1.67M	Hold	6,466	–	–	0.12%	102
2021 Q3	$1.31M	Sell	6,466 -45	-0.7%	-$8.97K	0.1%	109
2021 Q2	$1.26M	Hold	6,511	–	–	0.1%	112
2021 Q1	$1.24M	Sell	6,511 -150	-2%	-$25.7K	0.1%	107
2020 Q4	$1.07M	Sell	6,661 -100	-1%	-$16.2K	0.1%	113
2020 Q3	$1.12M	Sell	6,761 -185	-3%	-$28.5K	0.11%	108
2020 Q2	$939K	Hold	6,946	–	–	0.1%	112
2020 Q1	$598K	Hold	6,946	–	–	0.08%	118
2019 Q4	$832K	Sell	6,946 -725	-9%	-$82.9K	0.09%	115
2019 Q3	$844K	Sell	7,671 -70	-0.9%	-$7.39K	0.09%	116
2019 Q2	$781K	Sell	7,741 -60	-0.8%	-$6.33K	0.09%	119
2019 Q1	$854K	Hold	7,801	–	–	0.1%	116
2018 Q4	$721K	Hold	7,801	–	–	0.09%	118
2018 Q3	$896K	Hold	7,801	–	–	0.1%	116
2018 Q2	$746K	Buy	7,801 +464	+6%	+$42K	0.09%	120
2018 Q1	$644K	Buy	7,337 +142	+2%	+$13.4K	0.08%	122
2017 Q4	$669K	Hold	7,195	–	–	0.08%	116
2017 Q3	$575K	Buy	7,195 +110	+2%	+$8.42K	0.07%	121
2017 Q2	$549K	Hold	7,085	–	–	0.07%	120
2017 Q1	$582K	Buy	7,085 +300	+4%	+$23K	0.08%	115
2016 Q4	$483K	Hold	6,785	–	–	0.07%	120
2016 Q3	$490K	Hold	6,785	–	–	0.07%	117
2016 Q2	$537K	Buy	6,785 +3,155	+87%	+$244K	0.08%	112
2016 Q1	$275K	Buy	+3,630	New	+$256K	0.04%	128

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

S&CO Inc's LOW Position: Q1 2026 in Review

S&CO Inc increased its Lowe's Companies (LOW) stake by 1.6% in Q1 2026, buying an estimated $26.1K and bringing the position to 6,503 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #123.

S&CO Inc first reported a position in LOW in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.04M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

S&CO Inc held 6,503 shares of Lowe's Companies worth $1.54M as of Q1 2026.
S&CO Inc bought 100 Lowe's Companies shares in Q1 2026, an estimated $26.1K.
Lowe's Companies made up 0.1% of S&CO Inc's portfolio in Q1 2026, its #123 holding.
S&CO Inc first reported a position in Lowe's Companies in Q1 2016 and has held it in 41 quarters since.
S&CO Inc's Lowe's Companies position peaked at $2.04M in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.