Position in LOW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,177,416
-$175,523 QoQ
Shares Held
5,340
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,228
of 2,642 holders
Holding Since
Mar 2020
5 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, 2026Bernicke Wealth Management, Ltd. holds $2,000,571 across 2 Home Improvement Retail names. LOW ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
5,340 | $1,177,416 | |
| 2 | HD |
Home Depot, Inc.
|
2,334 | $823,155 |
All Filings in LOW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177,416 | 5,340 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,352,939 | 5,726 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $1,406,927 | 5,834 | Shares | Sole | 2026-08-11 | |
| 2020-06-30 | $1,017,723 | 7,532 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $1,004,719 | 11,676 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||