Bell & Brown Wealth Advisors, LLC
Position in LOW — Lowes Companies Inc
CIK 1725362
NEWPORT BEACH, CA
Position in LOW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,214,601
+$916,479 QoQ
Shares Held
10,044
+82.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#936
of 2,642 holders
Holding Since
Mar 2020
22 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, 2026Bell & Brown Wealth Advisors, LLC holds $5,926,205 across 2 Home Improvement Retail names. LOW ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
10,524 | $3,711,604 | |
| 2 | LOW |
Lowes Companies Inc
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|
10,044 | $2,214,601 |
All Filings in LOW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,214,601 | 10,044 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,298,122 | 5,494 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,320,109 | 5,474 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $1,381,953 | 5,499 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,208,969 | 5,449 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,280,199 | 5,489 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,348,515 | 5,464 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $1,493,737 | 5,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,205,916 | 5,470 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,455,781 | 5,715 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,280,775 | 5,755 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $1,300,032 | 5,760 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,158,026 | 5,791 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,164,757 | 5,846 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,108,266 | 5,901 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,037,714 | 5,941 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,217,385 | 6,021 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,598,957 | 6,186 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,254,689 | 6,185 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $1,099,651 | 6,630 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $914,086 | 6,765 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $586,000 | 6,810 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||