What smart money is saying about Lowe's Companies, Inc.
1 fund in our archive has pitched Lowe's Companies, Inc. — most recently Aristotle Global Equity in December 2025.
Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States and internationally. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, decor, lighting, and electrical. It also offers installation services through independent contractors in various product categories; extended protection plans; and in-warranty and out-of-warranty repair services. The company sells its national brand-name merchandise and private brand products to homeowners, renters, and professional customers. As of January 28, 2022, it operated 1,971 home improvement and hardware stores. The company also sells its products through websites comprising Lowes.com and Lowesforpros.com; and through mobile applications. Lowe's Companies, Inc. was founded in 1921 and is based in Mooresville, North Carolina.
Get an email when a fund writes about it
Position history
Between Q4 2025 and Q3 2026, 4 fund letters reported a position in Lowe's Companies, Inc. — 1 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 3 | 1 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 3 moves
- ExitedMalborough US Focus FundSeptember 2026
“We also sold our position in home improvement retailer Lowe’s because the company’s fundamentals have continued to deteriorate.”
Lowe's Companies, Inc. - June 2026
“We added to the portfolio’s holdings in Intuit, Lowe’s, Medtronic, Meta (Facebook), Nike, PepsiCo, TE Connectivity, Thermo Fisher Scientific, and Tyson Foods.”
Lowe's Companies, Inc. - June 2026
Listed in Baron Real Estate Fund’s reported holdings.
Lowe's Companies, Inc. - ExitedBurke Wealth Management Focused Growth StrategyJune 2026
“Q2 PORTFOLIO ACTIVITY The second quarter was an active trading quarter in our Focused Growth portfolio. We sold our positions in Abbott Labs and Lowe’s, added new positions in Eaton and Apollo, trimmed back rocket ship Micron twice for risk management purposes and used share price weakness as an opportunity to bolster our weightings in Intuitive Surgical, Meta, Service Now and Uber.”
Lowe's Companies, Inc.
Also mentioned · 1
These funds discuss Lowe's Companies, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedScharf Investments Quality Value StrategyJune 2026
“This list of S&P companies includes Hewlett Packard, FedEx, General Mills, and Lowes, among others.”
Lowe's Companies, Inc.
Fund coverage · 1 thesis
- Aristotle Global EquityDecember 2025
Lowe's Companies, Inc. is a scaled home improvement retailer improving operations and targeting pro customer growth, with attractive valuation and clear catalysts to expand margins and share.
Read the full thesis
Read every full thesis on Lowe's Companies, Inc.
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→