Position in LOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,859,171
-$366,822 QoQ
Shares Held
8,432
-10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,005
of 2,642 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $3,523,467 across 2 Home Improvement Retail names. LOW ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
8,432 | $1,859,171 | |
| 2 | HD |
Home Depot, Inc.
|
4,719 | $1,664,296 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859,171 | 8,432 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,225,993 | 9,421 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,273,415 | 9,427 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,373,120 | 9,443 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,138,826 | 9,640 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,397,137 | 10,278 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,536,857 | 10,279 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,814,131 | 10,390 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,345,033 | 10,637 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,453,814 | 9,633 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,152,503 | 9,672 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,022,906 | 9,733 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,226,530 | 9,865 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,983,302 | 9,918 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,981,043 | 9,943 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,988,720 | 10,589 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,893,772 | 10,842 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,163,028 | 10,698 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,763,668 | 10,692 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,185,816 | 10,775 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,083,625 | 10,742 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,975,589 | 10,388 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,571,232 | 9,789 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,606,851 | 9,688 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,362,279 | 10,082 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $799,834 | 9,295 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||