Position in LOW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$367,115
-$87,724 QoQ
Shares Held
1,665
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,867
of 2,642 holders
Holding Since
Sep 2020
24 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, 2026Annex Advisory Services, LLC holds $6,609,551 across 2 Home Improvement Retail names. LOW ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
17,700 | $6,242,436 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,665 | $367,115 |
All Filings in LOW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,115 | 1,665 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $454,839 | 1,925 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $483,766 | 2,006 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $495,583 | 1,972 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $428,874 | 1,933 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $480,687 | 2,061 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $523,956 | 2,123 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $386,773 | 1,428 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $336,862 | 1,528 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $356,367 | 1,399 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $353,186 | 1,587 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $292,638 | 1,408 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $279,642 | 1,239 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $311,753 | 1,559 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $341,098 | 1,712 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $294,298 | 1,567 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $283,838 | 1,625 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $340,892 | 1,686 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $407,364 | 1,576 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $255,400 | 1,259 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $284,941 | 1,469 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $269,294 | 1,416 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $246,703 | 1,537 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $250,448 | 1,510 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||