Position in LOW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,390,850
-$114,962 QoQ
Shares Held
6,308
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,145
of 2,639 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $18,209,806 across 2 Home Improvement Retail names. LOW ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
47,689 | $16,818,956 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
6,308 | $1,390,850 |
All Filings in LOW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,850 | 6,308 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,505,812 | 6,373 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,488,680 | 6,173 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,536,509 | 6,114 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,593,692 | 7,183 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,222,824 | 5,243 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,067,656 | 4,326 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,170,072 | 4,320 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $952,387 | 4,320 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,079,291 | 4,237 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,008,819 | 4,533 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $453,714 | 2,183 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $492,703 | 2,183 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $437,134 | 2,186 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $437,331 | 2,195 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $412,242 | 2,195 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $387,243 | 2,217 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $468,069 | 2,315 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $486,976 | 1,884 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $382,188 | 1,884 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $365,439 | 1,884 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $314,557 | 1,654 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $260,186 | 1,621 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $265,376 | 1,600 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $216,192 | 1,600 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||