Position in LOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$889,677
-$194,375 QoQ
Shares Held
4,035
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,356
of 2,642 holders
Holding Since
Mar 2020
24 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, 2026WealthPLAN Partners, LLC holds $2,577,955 across 2 Home Improvement Retail names. LOW ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
4,787 | $1,688,278 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
4,035 | $889,677 |
All Filings in LOW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,677 | 4,035 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,084,052 | 4,588 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,311,669 | 5,439 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,388,487 | 5,525 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,239,365 | 5,586 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,311,219 | 5,622 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,442,546 | 5,845 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,767,296 | 6,525 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,610,239 | 7,304 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,861,566 | 7,308 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,816,453 | 8,162 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,692,441 | 8,143 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,631,359 | 7,228 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,583,562 | 7,919 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $3,786,954 | 19,007 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $17,300,993 | 85,568 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $21,005,894 | 81,267 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $16,019,854 | 78,970 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $17,470,295 | 90,067 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $16,034,646 | 84,313 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,893,264 | 86,557 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $13,388,219 | 80,720 | Shares | Sole | 2020-12-18 | |
| 2020-06-30 | $11,788,949 | 87,248 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $9,002,808 | 104,623 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||