John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Lowe's Companies, Inc. (LOW)
← All LOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 2.83 $197.48–237.21 · VW $221.72i SEC
2023   Q1 1,119,576 2.83 Reduce 50.87% 2.28 $187.44–212.50 · VW $200.36i $223,881,613 SEC
2022   Q4 2,278,825 4.49 Reduce 1.14% 0.04 $194.45–223.31 · VW $207.84i $454,033,093 SEC
2022   Q3 2,305,196 3.81 Reduce 6.08% 0.20 $176.50–221.42 · VW $203.49i $432,939,000 SEC
2022   Q2 2,454,342 3.29 Reduce 32.03% 1.40 $170.12–221.19 · VW $195.15i $428,700,000 SEC
2022   Q1 3,610,961 4.36 Add 56.23% 1.57 $179.22–238.37 · VW $204.30i $730,100,000 SEC
2021   Q4 2,311,339 3.09 Buy 3.09 $206.24–263.31 · VW $230.20i $597,435,000 SEC
Price snapshot:
Current price$207.70
52-week low$203.40
52-week high$291.66