ASSETMARK, INC

Position in LOW — Lowes Companies Inc

CIK 1344551 CONCORD, CA

Position in LOW

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$24,851,868

-$488,925 QoQ

Shares Held

112,712

+5.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#271

of 2,639 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

ASSETMARK, INC holds $50,805,135 across 3 Home Improvement Retail names. LOW ranks #2 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	73,584	$25,951,605
2	LOW	Lowes Companies Inc This page	112,712	$24,851,868
3	FND	Floor & Decor Holdings, Inc.	28	$1,662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,851,868	112,712	+5.1%	Shares	Sole	2026-07-30
2026-03-31	$25,340,793	107,249	+23.1%	Shares	Sole	2026-05-06
2025-12-31	$21,011,306	87,126	+33.2%	Shares	Sole	2026-01-23
2025-09-30	$16,433,663	65,392	+7.9%	Shares	Sole	2025-11-06
2025-06-30	$13,441,328	60,582	+9.2%	Shares	Sole	2025-08-04
2025-03-31	$12,934,002	55,456	+1.2%	Shares	Sole	2025-05-06
2024-12-31	$13,525,380	54,803	+17.9%	Shares	Sole	2025-02-06
2024-09-30	$12,594,254	46,499	+12.0%	Shares	Sole	2024-11-01
2024-06-30	$9,153,940	41,522	+24.2%	Shares	Sole	2024-08-13
2024-03-31	$8,515,878	33,431	+19.1%	Shares	Sole	2024-05-07
2023-12-31	$6,245,420	28,063	-31.2%	Shares	Sole	2024-02-09
2023-09-30	$8,478,832	40,795	+8.7%	Shares	Sole	2023-10-27
2023-06-30	$8,469,843	37,527	+26.8%	Shares	Defined	2023-08-11
2023-03-31	$5,917,512	29,592	+6.7%	Shares	Defined	2023-05-05
2022-12-31	$5,525,921	27,735	+41.6%	Shares	Defined	2023-02-10
2022-09-30	$3,677,883	19,583	+84.3%	Shares	Sole	2022-11-01
2022-06-30	$1,856,218	10,627	+27.9%	Shares	Sole	2022-08-03
2022-03-31	$1,679,996	8,309	+19.5%	Shares	Sole	2022-05-13
2021-12-31	$1,797,728	6,955	-30.2%	Shares	Sole	2022-02-14
2021-09-30	$2,022,514	9,970	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$1,924,764	9,923	+18.4%	Shares	Sole	2021-08-16
2021-03-31	$1,593,708	8,380	-4.0%	Shares	Sole	2021-05-14
2020-12-31	$1,401,733	8,733	+4.3%	Shares	Sole	2021-02-10
2020-09-30	$1,388,745	8,373	+129.2%	Shares	Sole	2020-11-13
2020-06-30	$493,593	3,653	-39.0%	Shares	Sole	2020-08-11
2020-03-31	$515,353	5,989	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.