Modera Wealth Management, LLC

Position in LOW — Lowes Companies Inc

CIK 1542143 WESTWOOD, NJ

Position in LOW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$55,120,074

-$5,548,360 QoQ

Shares Held

249,989

-2.6% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#156

of 2,642 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Modera Wealth Management, LLC holds $80,067,146 across 3 Home Improvement Retail names. LOW ranks #1 (68.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOW	Lowes Companies Inc This page	249,989	$55,120,074
2	HD	Home Depot, Inc.	66,671	$23,513,528
3	FND	Floor & Decor Holdings, Inc.	24,150	$1,433,544

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,120,074	249,989	-2.6%	Shares	Sole	2026-08-03
2026-03-31	$60,668,434	256,765	-7.2%	Shares	Sole	2026-05-06
2025-12-31	$66,700,032	276,580	-0.4%	Shares	Sole	2026-01-21
2025-09-30	$69,811,907	277,792	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$62,131,143	280,034	-1.3%	Shares	Sole	2025-08-06
2025-03-31	$66,166,184	283,695	-1.7%	Shares	Sole	2025-05-08
2024-12-31	$71,201,306	288,498	-0.8%	Shares	Sole	2025-02-06
2024-09-30	$78,733,115	290,689	-2.5%	Shares	Sole	2024-10-24
2024-06-30	$65,732,574	298,161	-2.6%	Shares	Sole	2024-07-29
2024-03-31	$77,985,080	306,148	-6.6%	Shares	Sole	2024-05-14
2023-12-31	$72,962,572	327,848	+4.6%	Shares	Sole	2024-02-14
2023-09-30	$65,149,110	313,458	-1.7%	Shares	Sole	2023-11-30
2023-06-30	$71,963,993	318,848	+1987.7%	Shares	Sole	2023-08-07
2023-03-31	$3,054,141	15,273	-0.1%	Shares	Sole	2023-05-05
2022-12-31	$3,044,984	15,283	+1.8%	Shares	Sole	2023-02-07
2022-09-30	$2,820,154	15,016	-0.4%	Shares	Sole	2022-11-01
2022-06-30	$2,633,324	15,076	-0.2%	Shares	Sole	2022-07-27
2022-03-31	$3,053,473	15,102	-7.0%	Shares	Sole	2022-05-03
2021-12-31	$4,198,490	16,243	+8.2%	Shares	Sole	2022-02-04
2021-09-30	$3,044,928	15,010	0.0%	Shares	Sole	2021-11-04
2021-06-30	$2,911,489	15,010	+0.4%	Shares	Sole	2021-08-02
2021-03-31	$2,841,859	14,943	+7.6%	Shares	Sole	2021-04-29
2020-12-31	$2,229,644	13,891	+0.3%	Shares	Sole	2021-02-11
2020-09-30	$2,297,492	13,852	+0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,871,547	13,851	-6.9%	Shares	Sole	2020-08-12
2020-03-31	$1,279,993	14,875	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.