Position in LOW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,600,964
-$419,277 QoQ
Shares Held
20,867
-1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#664
of 2,642 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Obermeyer Wealth Partners holds $34,891,943 across 2 Home Improvement Retail names. LOW ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
85,888 | $30,290,979 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
20,867 | $4,600,964 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,600,964 | 20,867 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,020,241 | 21,247 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,278,268 | 21,887 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,533,092 | 22,017 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,126,560 | 18,599 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,406,181 | 18,892 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,870,351 | 19,734 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,151,025 | 19,018 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,326,086 | 19,623 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,955,517 | 19,454 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,334,104 | 10,488 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,172,967 | 10,455 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,292,886 | 10,159 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,056,291 | 10,283 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,152,190 | 10,802 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,028,723 | 10,802 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $1,243,999 | 7,122 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,439,997 | 7,122 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,740,722 | 14,472 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,903,738 | 14,314 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,809,073 | 14,482 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,750,763 | 14,464 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,264,956 | 14,111 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,392,364 | 14,424 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,963,834 | 14,534 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,262,869 | 14,676 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||