Jeremy Grantham's LOW Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4,672 shares of Lowe's Companies, Inc. (LOW) worth $1.13 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LOW, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2015, adding 745,499 shares. Largest reduction occurred in Q2 2016, reducing 496,400 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Lowe's Companies (LOW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lowe's Companies (LOW) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -12 | Reduce 0.26% | 4,672 | $241.16 |
| Q3 2025 | -667 | Reduce 12.46% | 4,684 | $251.31 |
| Q2 2025 | +274 | Add 5.40% | 5,351 | $221.87 |
| Q1 2025 | +571 | Add 12.67% | 5,077 | $233.23 |
| Q4 2024 | +91 | Add 2.06% | 4,506 | $246.80 |
| Q3 2024 | +4,415 | New Buy | 4,415 | $270.85 |
| Q4 2022 | -1,800 | Sold Out | 0 | $0.00 |
| Q3 2022 | -68,802 | Reduce 97.45% | 1,800 | $187.78 |
| Q2 2022 | -12,139 | Reduce 14.67% | 70,602 | $174.67 |
| Q1 2022 | +21,817 | Add 35.81% | 82,741 | $202.19 |
| Q4 2021 | -1,265 | Reduce 2.03% | 60,924 | $258.49 |
| Q3 2021 | +1,900 | Add 3.15% | 62,189 | $202.87 |
| Q2 2021 | +18,615 | Add 44.67% | 60,289 | $193.97 |
| Q1 2021 | +21,100 | Add 102.56% | 41,674 | $190.19 |
| Q3 2020 | -7,805 | Reduce 27.50% | 20,574 | $165.84 |
| Q2 2020 | -45,459 | Reduce 61.57% | 28,379 | $135.14 |
| Q1 2020 | +73,838 | New Buy | 73,838 | $86.05 |
| Q2 2018 | -2,572 | Sold Out | 0 | $0.00 |
| Q1 2018 | +2,572 | New Buy | 2,572 | $87.87 |
| Q2 2017 | -2,775 | Sold Out | 0 | $0.00 |
| Q1 2017 | -28,315 | Reduce 91.07% | 2,775 | $82.16 |
| Q4 2016 | -22,373 | Reduce 41.85% | 31,090 | $71.12 |
| Q3 2016 | -106,566 | Reduce 66.59% | 53,463 | $72.22 |
| Q2 2016 | -496,400 | Reduce 75.62% | 160,029 | $79.17 |
| Q1 2016 | -46,870 | Reduce 6.66% | 656,429 | $75.75 |
| Q4 2015 | -42,200 | Reduce 5.66% | 703,299 | $76.04 |
| Q3 2015 | +745,499 | New Buy | 745,499 | $68.92 |
| Q3 2014 | -12,000 | Sold Out | 0 | $0.00 |
| Q2 2014 | -42,913 | Reduce 78.15% | 12,000 | $48.00 |
| Q1 2014 | -138,174 | Reduce 71.56% | 54,913 | $48.90 |
| Q4 2013 | -28,356 | Reduce 12.81% | 193,087 | $49.55 |
| Q3 2013 | -82,750 | Reduce 27.20% | 221,443 | $47.61 |
| Q2 2013 | +304,193 | Add 0.00% | 304,193 | $40.90 |
Jeremy Grantham's Lowe's Companies Investment FAQs
Jeremy Grantham first purchased Lowe's Companies, Inc. (LOW) in Q2 2013, acquiring 304,193 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Lowe's Companies, Inc. (LOW) for 34 quarters since Q2 2013.
Jeremy Grantham's largest addition to Lowe's Companies, Inc. (LOW) was in Q3 2015, adding 745,499 shares worth $51.38 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,672 shares of Lowe's Companies, Inc. (LOW), valued at approximately $1.13 M.
As of the Q4 2025 filing, Lowe's Companies, Inc. (LOW) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Lowe's Companies, Inc. (LOW) was 745,499 shares, as reported at the end of Q3 2015.