SEC 13F Intelligence

W.g. Shaheen & Associates Dba Whitney & Co / LOW

W.g. Shaheen & Associates Dba Whitney & Co’s Lowes Cos Inc Position

Does W.g. Shaheen & Associates Dba Whitney & Co own Lowes Cos Inc (LOW)? Yes — 55.3K shares worth $13M (+1.09% of its 13F portfolio) as of Q1 2026, up from 55.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
55.3K
% of Portfolio
+1.09%
Quarters Held
30
currently held

Position History LOW

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $11MQ4 ’20: $12MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $17MQ4 ’21Q1 ’22: $14MQ2 ’22: $12MQ3 ’22: $13MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ3 ’23: $12MQ4 ’23: $12MQ4 ’23Q1 ’24: $14MQ2 ’24: $12MQ3 ’24: $15MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $12MQ3 ’25: $14MQ4 ’25: $13MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.3K$13M+1.09%
Q4 202555.2K$13M+1.06%
Q3 202555.0K$14M+1.25%
Q2 202555.5K$12M+1.21%
Q1 202555.5K$13M+1.38%
Q4 202454.9K$14M+1.42%
Q3 202454.7K$15M+1.59%
Q2 202454.5K$12M+1.38%
Q1 202455.3K$14M+1.68%
Q4 202355.4K$12M+1.60%
Q3 202355.4K$12M+1.73%
Q2 202355.8K$13M+1.81%
Q1 202356.1K$11M+1.78%
Q4 202255.9K$11M+2.05%
Q3 202267.9K$13M+2.48%
Q2 202267.8K$12M+2.15%
Q1 202267.7K$14M+2.10%
Q4 202167.4K$17M+2.56%
Q3 202168.3K$14M+2.22%
Q2 202167.7K$13M+2.10%
Q1 202166.9K$13M+2.23%
Q4 202066.5K$12M+1.86%
Q3 202066.8K$11M+2.08%
Q2 202067.4K$9M+1.86%
Q1 202073.3K$6M+1.56%
Q4 201972.4K$9M+1.73%
Q3 201971.9K$8M+1.69%
Q2 201969.7K$7M+1.58%
Q1 201969.2K$8M+1.77%
Q4 201868.2K$7M+1.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See W.g. Shaheen & Associates Dba Whitney & Co’s full portfolio or all institutional holders of LOW.