Position in LOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,959,986
-$547,101 QoQ
Shares Held
31,566
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#538
of 2,642 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Evercore Wealth Management, LLC holds $158,370,447 across 2 Home Improvement Retail names. LOW ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
429,314 | $151,410,461 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
31,566 | $6,959,986 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,959,986 | 31,566 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,507,087 | 31,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,777,409 | 32,250 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,231,658 | 32,755 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,320,600 | 32,995 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,040,603 | 34,475 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,526,199 | 34,547 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,417,454 | 34,770 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,726,461 | 35,047 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,066,604 | 35,593 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,051,858 | 36,180 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,394,656 | 40,390 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,406,047 | 41,675 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $8,326,550 | 41,639 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,502,965 | 42,677 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,236,031 | 43,853 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,747,312 | 44,354 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,996,241 | 44,494 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,849,756 | 45,844 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,596,494 | 47,306 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,326,659 | 48,083 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,280,592 | 48,799 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,847,654 | 48,892 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,148,369 | 49,128 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,710,599 | 49,664 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $4,329,519 | 50,314 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||