Wendell David Associates’s Lowe's Companies LOW Stock Holding History

Wendell David Associates’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	$4.25M	Sell	19,282 -90	-0.5%	-$20.4K	0.45%	50
2026 Q1	$4.58M	Sell	19,372 -35	-0.2%	-$9.13K	0.5%	43
2025 Q4	$4.68M	Hold	19,407	–	–	0.48%	45
2025 Q3	$4.88M	Sell	19,407 -212	-1%	-$52.1K	0.48%	47
2025 Q2	$4.35M	Hold	19,619	–	–	0.44%	50
2025 Q1	$4.58M	Sell	19,619 -2,898	-13%	-$713K	0.46%	48
2024 Q4	$5.56M	Sell	22,517 -200	-0.9%	-$53.4K	0.55%	42
2024 Q3	$6.15M	Sell	22,717 -385	-2%	-$93.2K	0.59%	42
2024 Q2	$5.09M	Hold	23,102	–	–	0.52%	44
2024 Q1	$5.88M	Buy	23,102 +26	+0.1%	+$5.98K	0.59%	42
2023 Q4	$5.14M	Sell	23,076 -200	-0.9%	-$40.5K	0.55%	42
2023 Q3	$4.84M	Sell	23,276 -265	-1%	-$59.6K	0.57%	44
2023 Q2	$5.31M	Sell	23,541 -150	-0.6%	-$31.2K	0.6%	44
2023 Q1	$4.74M	Sell	23,691 -760	-3%	-$154K	0.56%	47
2022 Q4	$4.87M	Hold	24,451	–	–	0.6%	47
2022 Q3	$4.59M	Hold	24,451	–	–	0.62%	44
2022 Q2	$4.27M	Hold	24,451	–	–	0.54%	47
2022 Q1	$4.94M	Sell	24,451 -890	-4%	-$205K	0.55%	47
2021 Q4	$6.55M	Hold	25,341	–	–	0.66%	40
2021 Q3	$5.14M	Sell	25,341 -300	-1%	-$59.8K	0.57%	44
2021 Q2	$4.97M	Buy	25,641 +2,099	+9%	+$411K	0.56%	47
2021 Q1	$4.48M	Sell	23,542 -70	-0.3%	-$12K	0.54%	48
2020 Q4	$3.79M	Sell	23,612 -2,196	-9%	-$357K	0.46%	55
2020 Q3	$4.28M	Hold	25,808	–	–	0.57%	47
2020 Q2	$3.49M	Buy	25,808 +108	+0.4%	+$12.3K	0.51%	49
2020 Q1	$2.21M	Hold	25,700	–	–	0.37%	62
2019 Q4	$3.08M	Sell	25,700 -447	-2%	-$51.1K	0.42%	56
2019 Q3	$2.88M	Sell	26,147 -299	-1%	-$31.6K	0.42%	57
2019 Q2	$2.67M	Sell	26,446 -275	-1%	-$29K	0.4%	60
2019 Q1	$2.92M	Sell	26,721 -1,554	-5%	-$155K	0.46%	58
2018 Q4	$2.61M	Sell	28,275 -300	-1%	-$28.9K	0.47%	59
2018 Q3	$3.28M	Hold	28,575	–	–	0.51%	55
2018 Q2	$2.73M	Hold	28,575	–	–	0.47%	62
2018 Q1	$2.51M	Hold	28,575	–	–	0.45%	62
2017 Q4	$2.66M	Sell	28,575 -1,200	-4%	-$99.2K	0.46%	61
2017 Q3	$2.38M	Sell	29,775 -23	-0.1%	-$1.76K	0.42%	64
2017 Q2	$2.31M	Buy	29,798 +23	+0.1%	+$1.88K	0.44%	60
2017 Q1	$2.45M	Hold	29,775	–	–	0.47%	58
2016 Q4	$2.12M	Hold	29,775	–	–	0.42%	64
2016 Q3	$2.15M	Hold	29,775	–	–	0.42%	62
2016 Q2	$2.35M	Hold	29,775	–	–	0.46%	58
2016 Q1	$2.26M	Hold	29,775	–	–	0.44%	59
2015 Q4	$2.26M	Hold	29,775	–	–	0.45%	57
2015 Q3	$2.05M	Hold	29,775	–	–	0.42%	64
2015 Q2	$2M	Hold	29,775	–	–	0.39%	67
2015 Q1	$2.2M	Hold	29,775	–	–	0.42%	59
2014 Q4	$2.05M	Hold	29,775	–	–	0.4%	63
2014 Q3	$1.58M	Hold	29,775	–	–	0.33%	70
2014 Q2	$1.43M	Buy	29,775 +3,425	+13%	+$160K	0.3%	75
2014 Q1	$1.29M	Buy	26,350 +75	+0.3%	+$3.62K	0.28%	76
2013 Q4	$1.31M	Buy	26,275 +275	+1%	+$13.4K	0.29%	74
2013 Q3	$1.25M	Hold	26,000	–	–	0.3%	70
2013 Q2	$1.07M	Buy	+26,000	New	+$1.05M	0.27%	74

Other funds holding LOW

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Wendell David Associates's LOW Position: Q2 2026 in Review

Wendell David Associates reduced its Lowe's Companies (LOW) stake by 0.46% in Q2 2026, selling an estimated $20.4K and leaving 19,282 shares worth $4.25M. The position accounts for 0.45% of the portfolio, ranked #50.

Wendell David Associates first reported a position in LOW in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.55M in Q4 2021. 1,036 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Wendell David Associates held 19,282 shares of Lowe's Companies worth $4.25M as of Q2 2026.
Wendell David Associates sold 90 Lowe's Companies shares in Q2 2026, an estimated $20.4K.
Lowe's Companies made up 0.45% of Wendell David Associates's portfolio in Q2 2026, its #50 holding.
Wendell David Associates first reported a position in Lowe's Companies in Q2 2013 and has held it in 53 quarters since.
Wendell David Associates's Lowe's Companies position peaked at $6.55M in Q4 2021.
1,036 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.