West Family Investments, Inc.

Position in LOW — Lowes Companies Inc

CIK 1568303 CARLSBAD, CA

Position in LOW

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$309,054

-$166,031 QoQ

Shares Held

1,308

-33.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

West Family Investments, Inc. holds $1,230,853 across 1 Home Improvement Retail name.

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	3,490	$1,230,853

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$309,054	1,308	-33.6%	Shares	Sole	2026-05-07
2025-12-31	$475,085	1,970	0.0%	Shares	Sole	2026-02-11
2025-09-30	$495,080	1,970	+1.8%	Shares	Sole	2025-11-12
2025-06-30	$429,540	1,936	+79.1%	Shares	Sole	2025-08-13
2025-03-31	$252,121	1,081	-30.2%	Shares	Sole	2025-05-02
2024-12-31	$382,293	1,549	-2.1%	Shares	Sole	2025-02-07
2024-09-30	$428,755	1,583	+43.5%	Shares	Sole	2024-11-08
2024-06-30	$243,167	1,103	+0.1%	Shares	Sole	2024-08-05
2024-03-31	$280,712	1,102	+1.9%	Shares	Sole	2024-05-13
2023-12-31	$240,576	1,081	-34.8%	Shares	Sole	2024-02-06
2023-09-30	$344,390	1,657	0.0%	Shares	Sole	2023-11-02
2023-06-30	$373,984	1,657	0.0%	Shares	Sole	2023-08-16
2023-03-31	$331,350	1,657	0.0%	Shares	Sole	2023-05-03
2022-12-31	$330,140	1,657	-2.6%	Shares	Sole	2023-02-08
2022-09-30	$319,652	1,702	-24.1%	Shares	Sole	2022-11-04
2022-03-31	$453,309	2,242	0.0%	Shares	Sole	2022-05-13
2021-12-31	$579,512	2,242	-9.9%	Shares	Sole	2022-02-15
2021-09-30	$504,715	2,488	+3.1%	Shares	Sole	2022-02-15
2021-06-30	$468,049	2,413	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.