Klingman & Associates, LLC

Position in LOW — Lowes Companies Inc

CIK 1662449 New York, NY

Position in LOW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,536,374

+$739,402 QoQ

Shares Held

6,968

+106.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,095

of 2,642 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Klingman & Associates, LLC holds $3,676,436 across 2 Home Improvement Retail names. LOW ranks #2 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	6,068	$2,140,062
2	LOW	Lowes Companies Inc This page	6,968	$1,536,374

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,536,374	6,968	+106.6%	Shares	Sole	2026-07-29
2026-03-31	$796,972	3,373	+2.1%	Shares	Sole	2026-05-14
2025-12-31	$797,033	3,305	+0.2%	Shares	Sole	2026-01-29
2025-09-30	$828,569	3,297	+12.5%	Shares	Sole	2025-10-27
2025-06-30	$650,300	2,931	+29.1%	Shares	Sole	2025-07-30
2025-03-31	$529,432	2,270	+32.7%	Shares	Sole	2025-05-13
2024-12-31	$422,028	1,710	+2.7%	Shares	Sole	2025-01-31
2024-09-30	$450,965	1,665	-3.4%	Shares	Sole	2024-11-01
2024-06-30	$379,852	1,723	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$434,824	1,707	+1.0%	Shares	Sole	2024-05-01
2023-12-31	$376,109	1,690	-24.0%	Shares	Sole	2024-01-29
2023-09-30	$462,028	2,223	+85.6%	Shares	Sole	2023-10-30
2023-06-30	$270,388	1,198	+17.8%	Shares	Sole	2023-07-31
2023-03-31	$203,369	1,017	-0.4%	Shares	Sole	2023-05-03
2022-12-31	$203,424	1,021	+8.2%	Shares	Sole	2023-02-03
2021-12-31	$244,005	944	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.