Position in LOW
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$271,013
-$10,903 QoQ
Shares Held
1,147
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $446,845 across 1 Home Improvement Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
1,267 | $446,845 |
All Filings in LOW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,013 | 1,147 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $281,916 | 1,169 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $308,357 | 1,227 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $272,012 | 1,226 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $265,882 | 1,140 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $312,695 | 1,267 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $343,708 | 1,269 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $277,779 | 1,260 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $351,527 | 1,380 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $225,888 | 1,015 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $212,204 | 1,021 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $229,988 | 1,019 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $201,369 | 1,007 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $206,611 | 1,037 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||