Position in LOW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,892,465
+$72,164 QoQ
Shares Held
8,583
+11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#994
of 2,639 holders
Holding Since
Mar 2021
19 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, 2026IMA Advisory Services, Inc. holds $2,980,482 across 2 Home Improvement Retail names. LOW ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
8,583 | $1,892,465 | |
| 2 | HD |
Home Depot, Inc.
|
3,085 | $1,088,017 |
All Filings in LOW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,892,465 | 8,583 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,820,301 | 7,704 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,896,723 | 7,865 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,966,249 | 7,824 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,669,349 | 7,524 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,751,790 | 7,511 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,990,935 | 8,067 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,186,842 | 8,074 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $1,935,821 | 9,314 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $2,133,767 | 9,454 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,922,511 | 9,614 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,930,037 | 9,687 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,844,482 | 9,821 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,758,053 | 10,065 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,008,555 | 9,934 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $2,511,908 | 9,718 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,155,996 | 10,628 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,198,068 | 11,332 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,206,848 | 11,604 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||