Waverly Advisors, LLC

Position in LOW — Lowes Companies Inc

CIK 1568787 BIRMINGHAM, AL

Position in LOW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,895,448

-$310,257 QoQ

Shares Held

40,344

+3.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#481

of 2,642 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $59,991,726 across 2 Home Improvement Retail names. LOW ranks #2 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	144,880	$51,096,278
2	LOW	Lowes Companies Inc This page	40,344	$8,895,448

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,895,448	40,344	+3.5%	Shares	Sole	2026-08-14
2026-03-31	$9,205,705	38,961	+2.1%	Shares	Sole	2026-05-15
2025-12-31	$9,206,765	38,177	+80.3%	Shares	Sole	2026-02-17
2025-09-30	$5,320,735	21,172	+3.2%	Shares	Sole	2025-11-14
2025-06-30	$4,551,219	20,513	+3.3%	Shares	Sole	2025-08-14
2025-03-31	$4,633,113	19,865	+10.7%	Shares	Sole	2025-05-15
2024-12-31	$4,428,826	17,945	-3.2%	Shares	Sole	2025-02-14
2024-09-30	$5,019,933	18,534	+3.1%	Shares	Sole	2024-11-14
2024-06-30	$3,962,326	17,973	+12.4%	Shares	Sole	2024-08-14
2024-03-31	$4,072,622	15,988	+52.4%	Shares	Sole	2024-05-15
2023-12-31	$2,334,326	10,489	+60.7%	Shares	Other	2024-02-14
2023-09-30	$1,356,986	6,529	+3.1%	Shares	Other	2023-11-14
2023-06-30	$1,429,809	6,335	+0.6%	Shares	Other	2023-08-15
2023-03-31	$1,259,210	6,297	-0.9%	Shares	Other	2023-05-16
2022-12-31	$1,266,567	6,357	+347.4%	Shares	Other	2023-02-15
2022-09-30	$266,878	1,421	+23.8%	Shares	Sole	2022-11-15
2021-09-30	$232,883	1,148	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.