Position in LOW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,565,037
-$10,477 QoQ
Shares Held
7,098
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,086
of 2,639 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Montecito Bank & Trust holds $2,437,214 across 2 Home Improvement Retail names. LOW ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
7,098 | $1,565,037 | |
| 2 | HD |
Home Depot, Inc.
|
2,473 | $872,177 |
All Filings in LOW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,037 | 7,098 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $1,575,514 | 6,668 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,746,721 | 7,243 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $2,299,737 | 9,151 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $1,886,130 | 8,087 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $1,812,005 | 7,342 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $2,033,812 | 7,509 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $1,205,695 | 5,469 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,319,755 | 5,181 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,071,578 | 4,815 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $921,146 | 4,432 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,005,493 | 4,455 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $889,466 | 4,448 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $942,404 | 4,730 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $922,897 | 4,914 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $881,035 | 5,044 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $984,260 | 4,868 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,288,522 | 4,985 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $1,013,893 | 4,998 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $965,582 | 4,978 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $915,525 | 4,814 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $798,857 | 4,977 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $824,987 | 4,974 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $705,055 | 5,218 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $469,316 | 5,454 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||