SEC 13F Intelligence

Sfe Investment Counsel / LOW

Sfe Investment Counsel’s Lowes Cos Inc Position

Does Sfe Investment Counsel own Lowes Cos Inc (LOW)? Yes — 54.6K shares worth $13M (+2.03% of its 13F portfolio) as of Q1 2026, down from 55.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
54.6K
% of Portfolio
+2.03%
Quarters Held
30
currently held

Position History LOW

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $7MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $11MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $12MQ2 ’24: $11MQ3 ’24: $13MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $12MQ3 ’25: $14MQ4 ’25: $13MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.6K$13M+2.03%
Q4 202555.0K$13M+2.03%
Q3 202553.8K$14M+2.16%
Q2 202553.6K$12M+2.09%
Q1 202552.8K$12M+2.46%
Q4 202449.2K$12M+2.58%
Q3 202449.0K$13M+2.77%
Q2 202448.5K$11M+2.37%
Q1 202447.3K$12M+2.73%
Q4 202342.0K$9M+2.44%
Q3 202342.1K$9M+2.55%
Q2 202341.7K$9M+2.66%
Q1 202341.4K$9M+2.64%
Q4 202241.2K$8M+2.59%
Q3 202241.7K$8M+2.47%
Q2 202242.7K$7M+2.22%
Q1 202242.3K$9M+2.16%
Q4 202143.3K$11M+2.88%
Q3 202143.5K$9M+2.47%
Q2 202145.1K$9M+2.41%
Q1 202146.4K$9M+2.57%
Q4 202046.6K$7M+2.38%
Q3 202047.7K$8M+3.15%
Q2 202052.9K$7M+3.16%
Q1 202053.9K$5M+2.55%
Q4 201956.6K$7M+2.77%
Q3 201958.0K$6M+2.70%
Q2 201959.3K$6M+2.56%
Q1 201961.1K$7M+3.01%
Q4 201864.9K$6M+3.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of LOW.