Position in LOW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$483,975
+$228,283 QoQ
Shares Held
2,195
+37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,693
of 2,642 holders
Holding Since
Mar 2020
5 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, 2026HCR Wealth Advisors holds $3,479,991 across 2 Home Improvement Retail names. LOW ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
8,495 | $2,996,016 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
2,195 | $483,975 |
All Filings in LOW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,975 | 2,195 | Shares | Sole | 2026-07-13 | |
| 2020-12-31 | $255,692 | 1,593 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $264,214 | 1,593 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $208,490 | 1,543 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $236,035 | 2,743 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||