MONTAG A & ASSOCIATES INC

Position in LOW — Lowes Companies Inc

CIK 829407 ATLANTA, GA

Position in LOW

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$4,270,524

+$32,379 QoQ

Shares Held

18,074

+2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

MONTAG A & ASSOCIATES INC holds $26,214,784 across 3 Home Improvement Retail names. LOW ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	66,525	$21,879,407
2	LOW	Lowes Companies Inc This page	18,074	$4,270,524
3	HVT	Haverty Furniture Companies Inc	3,062	$64,853

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,270,524	18,074	+2.8%	Shares	Sole	2026-04-29
2025-12-31	$4,238,145	17,574	-5.4%	Shares	Sole	2026-02-02
2025-09-30	$4,667,831	18,574	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$4,149,634	18,703	-11.5%	Shares	Sole	2025-08-07
2025-03-31	$4,929,082	21,134	-1.1%	Shares	Sole	2025-05-05
2024-12-31	$5,271,648	21,360	+2.6%	Shares	Sole	2025-01-30
2024-09-30	$5,639,638	20,822	+1.9%	Shares	Sole	2024-11-05
2024-06-30	$4,502,675	20,424	+2.1%	Shares	Sole	2024-07-31
2024-03-31	$5,096,892	20,009	+97.7%	Shares	Sole	2024-05-07
2023-12-31	$2,252,651	10,122	+3.1%	Shares	Sole	2024-02-07
2023-09-30	$2,039,741	9,814	+2.6%	Shares	Sole	2023-11-09
2023-06-30	$2,158,820	9,565	+0.1%	Shares	Sole	2023-08-09
2023-03-31	$1,911,713	9,560	+5.1%	Shares	Sole	2023-05-11
2022-12-31	$1,811,689	9,093	+5.5%	Shares	Sole	2023-02-02
2022-09-30	$1,618,922	8,620	-2.0%	Shares	Sole	2022-11-09
2022-06-30	$1,536,047	8,794	+7.1%	Shares	Sole	2022-08-10
2022-03-31	$1,660,182	8,211	0.0%	Shares	Sole	2022-05-02
2021-12-31	$2,122,379	8,211	+4.1%	Shares	Sole	2022-02-09
2021-09-30	$1,599,753	7,886	0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,529,647	7,886	0.0%	Shares	Sole	2021-08-03
2021-03-31	$1,499,759	7,886	-11.3%	Shares	Sole	2021-05-14
2020-12-31	$1,426,291	8,886	+63.5%	Shares	Sole	2021-02-12
2020-09-30	$901,614	5,436	0.0%	Shares	Sole	2020-11-12
2020-06-30	$734,512	5,436	-10.8%	Shares	Sole	2020-08-04
2020-03-31	$524,560	6,096	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.