Two Creeks Capital 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
Q1 | – | Sell |
-240,807
| Closed | -$58.1M | – | 29 |
|
|
2025
Q4 | $58.1M | Sell |
240,807
-29,342
| -11% | -$7.05M | 4.76% | 7 |
|
|
2025
Q3 | $67.9M | Sell |
270,149
-85,881
| -24% | -$21.1M | 4.88% | 7 |
|
|
2025
Q2 | $79M | Sell |
356,030
-63,133
| -15% | -$14.1M | 5.18% | 7 |
|
|
2025
Q1 | $97.8M | Sell |
419,163
-83,113
| -17% | -$20.5M | 6.25% | 3 |
|
|
2024
Q4 | $124M | Sell |
502,276
-41,609
| -8% | -$11.1M | 7.56% | 3 |
|
|
2024
Q3 | $147M | Buy |
543,885
+3,971
| +0.7% | +$962K | 9.71% | 2 |
|
|
2024
Q2 | $119M | Buy |
539,914
+11,975
| +2% | +$2.73M | 7.4% | 3 |
|
|
2024
Q1 | $134M | Sell |
527,939
-120,599
| -19% | -$27.7M | 7.75% | 4 |
|
|
2023
Q4 | $144M | Sell |
648,538
-56,460
| -8% | -$11.4M | 9.04% | 4 |
|
|
2023
Q3 | $147M | Sell |
704,998
-143,061
| -17% | -$32.2M | 9.45% | 4 |
|
|
2023
Q2 | $191M | Sell |
848,059
-117,298
| -12% | -$24.4M | 11.52% | 3 |
|
|
2023
Q1 | $193M | Buy |
965,357
+50,221
| +5% | +$10.2M | 12.86% | 2 |
|
|
2022
Q4 | $182M | Sell |
915,136
-896
| -0.1% | -$179K | 13% | 3 |
|
|
2022
Q3 | $172M | Buy |
916,032
+61,297
| +7% | +$11.9M | 12.45% | 3 |
|
|
2022
Q2 | $149M | Buy |
854,735
+90,453
| +12% | +$17.4M | 10.26% | 4 |
|
|
2022
Q1 | $155M | Buy |
764,282
+106,581
| +16% | +$24.5M | 8.82% | 5 |
|
|
2021
Q4 | $170M | Sell |
657,701
-75,745
| -10% | -$18M | 8.69% | 4 |
|
|
2021
Q3 | $149M | Sell |
733,446
-132,744
| -15% | -$26.5M | 7.88% | 4 |
|
|
2021
Q2 | $168M | Sell |
866,190
-184,741
| -18% | -$36.1M | 9.56% | 4 |
|
|
2021
Q1 | $200M | Buy |
1,050,931
+132,811
| +14% | +$22.8M | 12.19% | 3 |
|
|
2020
Q4 | $147M | Buy |
918,120
+235,288
| +34% | +$38.2M | 8.04% | 4 |
|
|
2020
Q3 | $113M | Sell |
682,832
-25,561
| -4% | -$3.94M | 7.39% | 5 |
|
|
2020
Q2 | $95.7M | Buy |
708,393
+104,239
| +17% | +$11.9M | 6.68% | 8 |
|
|
2020
Q1 | $52M | Sell |
604,154
-378,897
| -39% | -$41.4M | 4.22% | 12 |
|
|
2019
Q4 | $118M | Sell |
983,051
-21,464
| -2% | -$2.45M | 7.6% | 5 |
|
|
2019
Q3 | $110M | Sell |
1,004,515
-200,945
| -17% | -$21.2M | 7.22% | 5 |
|
|
2019
Q2 | $122M | Buy |
1,205,460
+261,869
| +28% | +$27.6M | 7.41% | 5 |
|
|
2019
Q1 | $103M | Sell |
943,591
-117,010
| -11% | -$11.7M | 6.97% | 5 |
|
|
2018
Q4 | $98M | Buy |
1,060,601
+361,228
| +52% | +$34.8M | 6.63% | 6 |
|
|
2018
Q3 | $80.3M | Sell |
699,373
-144,174
| -17% | -$15M | 4.47% | 11 |
|
|
2018
Q2 | $80.6M | Buy |
843,547
+325,597
| +63% | +$29.5M | 4.18% | 11 |
|
|
2018
Q1 | $45.5M | Buy |
+517,950
| New | +$49M | 2.47% | 18 |
|
|
2017
Q3 | – | Sell |
-653,763
| Closed | -$50.1M | – | 24 |
|
|
2017
Q2 | $50.7M | Buy |
653,763
+184,380
| +39% | +$15.1M | 3.09% | 13 |
|
|
2017
Q1 | $38.6M | Sell |
469,383
-972,080
| -67% | -$74.4M | 2.34% | 13 |
|
|
2016
Q4 | $103M | Sell |
1,441,463
-541,590
| -27% | -$38.3M | 6.51% | 9 |
|
|
2016
Q3 | $143M | Buy |
1,983,053
+24,170
| +1% | +$1.88M | 8.78% | 5 |
|
|
2016
Q2 | $155M | Hold |
1,958,883
| – | – | 10.26% | 6 |
|
|
2016
Q1 | $148M | Buy |
1,958,883
+123,450
| +7% | +$8.71M | 12.77% | 3 |
|
|
2015
Q4 | $140M | Buy |
1,835,433
+451,952
| +33% | +$33.6M | 11.46% | 3 |
|
|
2015
Q3 | $95.3M | Buy |
1,383,481
+201,305
| +17% | +$13.8M | 9.65% | 5 |
|
|
2015
Q2 | $79.2M | Hold |
1,182,176
| – | – | 7.82% | 4 |
|
|
2015
Q1 | $87.9M | Buy |
1,182,176
+61,815
| +6% | +$4.43M | 9.59% | 5 |
|
|
2014
Q4 | $77.1M | Buy |
+1,120,361
| New | +$67.1M | 9.2% | 4 |
|
Other funds holding LOW
VCM
VPM
Two Creeks Capital Management's LOW Position: Q1 2026 in Review
Two Creeks Capital Management sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 240,807 shares — an estimated $58.1M sold.
Two Creeks Capital Management first reported a position in LOW in Q4 2014 and held it in 43 quarters. The position peaked at $200M in Q1 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.
- Two Creeks Capital Management reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
- Two Creeks Capital Management sold 240,807 Lowe's Companies shares in Q1 2026, an estimated $58.1M.
- Two Creeks Capital Management first reported a position in Lowe's Companies in Q4 2014 and held it in 43 quarters.
- Two Creeks Capital Management's Lowe's Companies position peaked at $200M in Q1 2021.
- 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.
Based on Two Creeks Capital Management's 13F filing for Q1 2026, filed 15 May 2026.