Position in LOW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,004,694
-$145,926 QoQ
Shares Held
9,092
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#969
of 2,642 holders
Holding Since
Mar 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, 2026Heritage Trust Co holds $14,325,569 across 2 Home Improvement Retail names. LOW ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
34,935 | $12,320,875 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
9,092 | $2,004,694 |
All Filings in LOW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,004,694 | 9,092 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,150,620 | 9,102 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,197,931 | 9,114 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,257,265 | 8,982 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,986,845 | 8,955 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,152,712 | 9,230 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,347,067 | 9,510 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $2,247,148 | 10,193 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,701,156 | 10,604 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $7,873,595 | 35,379 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $7,470,392 | 35,943 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $8,201,486 | 36,338 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $7,158,325 | 35,797 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $7,130,002 | 35,786 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $6,765,855 | 36,025 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $5,813,017 | 33,280 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $6,811,375 | 33,688 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $8,790,387 | 34,008 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $7,105,779 | 35,028 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $6,722,030 | 34,655 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $6,865,497 | 36,100 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $5,855,564 | 36,481 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $5,964,823 | 35,963 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $5,242,250 | 38,797 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $2,940,930 | 34,177 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||