Ullmann Wealth Partners Group, LLC
Position in LOW — Lowes Companies Inc
CIK 1697725
JACKSONVILLE BEACH, FL
Position in LOW
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$300,075
+$30,700 QoQ
Shares Held
1,270
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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, 2026Ullmann Wealth Partners Group, LLC holds $1,023,477 across 1 Home Improvement Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
2,902 | $1,023,477 |
All Filings in LOW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,075 | 1,270 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $269,375 | 1,117 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $280,713 | 1,117 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $246,941 | 1,113 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $254,453 | 1,091 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $233,966 | 948 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $256,765 | 948 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $227,983 | 895 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||