Position in LOW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,463,358
-$526,854 QoQ
Shares Held
20,243
-4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#677
of 2,639 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, 2026AE Wealth Management LLC holds $60,717,189 across 2 Home Improvement Retail names. LOW ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
159,504 | $56,253,831 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
20,243 | $4,463,358 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,463,358 | 20,243 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,990,212 | 21,120 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,528,727 | 18,779 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,334,831 | 17,249 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,499,989 | 15,775 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,583,337 | 15,364 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,442,112 | 13,947 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,551,109 | 13,111 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,027,357 | 18,268 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,047,329 | 11,963 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,869,259 | 53,333 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,505,064 | 50,544 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,926,286 | 43,980 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $12,195,370 | 60,986 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,783,039 | 64,159 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,887,135 | 79,267 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,449,240 | 76,998 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $14,252,777 | 70,492 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,753,381 | 64,815 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $12,472,644 | 61,484 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $11,328,623 | 58,404 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,424,873 | 60,074 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,084,637 | 75,289 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,768,098 | 70,952 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $8,793,204 | 65,077 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,632,858 | 42,218 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||