Position in LOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,099,505
-$236,122 QoQ
Shares Held
9,522
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#955
of 2,642 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $31,001,278 across 2 Home Improvement Retail names. LOW ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
81,949 | $28,901,773 | |
| 2 | LOW |
Lowes Companies Inc
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|
9,522 | $2,099,505 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,099,505 | 9,522 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,335,627 | 9,885 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,398,818 | 9,947 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,499,780 | 9,947 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,206,940 | 9,947 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,323,903 | 9,964 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,460,842 | 9,971 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,734,772 | 10,097 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,202,836 | 9,992 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $2,845,334 | 11,170 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $2,495,008 | 11,211 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $2,552,898 | 12,283 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $2,542,736 | 11,266 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $2,243,863 | 11,221 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,185,862 | 10,971 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $2,060,463 | 10,971 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,916,304 | 10,971 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,998,648 | 9,885 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,555,074 | 9,885 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $1,667,103 | 8,218 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,535,854 | 7,918 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,825,537 | 9,599 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,803,949 | 17,469 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,212,104 | 7,308 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $987,456 | 7,308 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $631,004 | 7,333 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||