W.G. Shaheen & Associates DBA Whitney & Co
Position in LOW — Lowes Companies Inc
CIK 1577001
ROCHESTER, NY
Position in LOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,337,738
-$733,035 QoQ
Shares Held
55,956
+1.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#413
of 2,642 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $15,015,989 across 2 Home Improvement Retail names. LOW ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
55,956 | $12,337,738 | |
| 2 | HD |
Home Depot, Inc.
|
7,594 | $2,678,251 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,337,738 | 55,956 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,070,773 | 55,319 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,312,032 | 55,200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,834,615 | 55,050 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,304,466 | 55,458 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,941,466 | 55,488 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,547,839 | 54,894 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,828,495 | 54,748 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,015,070 | 54,500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,083,512 | 55,288 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,332,163 | 55,413 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,506,022 | 55,360 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,594,511 | 55,802 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,208,518 | 56,051 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,141,899 | 55,922 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $12,753,613 | 67,907 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,845,246 | 67,815 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $13,681,590 | 67,667 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,428,789 | 67,428 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,862,640 | 68,336 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,139,139 | 67,738 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,714,103 | 66,853 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,680,977 | 66,544 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $11,077,125 | 66,786 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,105,196 | 67,386 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,307,981 | 73,306 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||