Position in LOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$628,616
-$269,720 QoQ
Shares Held
2,851
-25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,539
of 2,642 holders
Holding Since
Jun 2020
25 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, 2026BSW Wealth Partners holds $1,983,612 across 2 Home Improvement Retail names. LOW ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
3,842 | $1,354,996 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
2,851 | $628,616 |
All Filings in LOW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,616 | 2,851 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $898,336 | 3,802 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $764,718 | 3,171 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $977,595 | 3,890 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $573,090 | 2,583 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $589,138 | 2,526 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $534,815 | 2,167 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $598,849 | 2,211 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $381,175 | 1,729 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $451,381 | 1,772 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $387,459 | 1,741 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $366,837 | 1,765 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $386,398 | 1,712 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $344,148 | 1,721 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $337,711 | 1,695 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $342,002 | 1,821 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,436 | 1,783 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $363,739 | 1,799 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $404,521 | 1,565 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $303,072 | 1,494 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $311,709 | 1,607 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $350,501 | 1,843 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $387,471 | 2,414 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $303,026 | 1,827 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $292,264 | 2,163 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||