Castle Rock Wealth Management, LLC
Position in LOW — Lowes Companies Inc
CIK 1727605
WALNUT CREEK, CA
Position in LOW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,666,904
-$57,467 QoQ
Shares Held
7,560
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,058
of 2,642 holders
Holding Since
Sep 2020
24 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, 2026Castle Rock Wealth Management, LLC holds $4,621,304 across 2 Home Improvement Retail names. LOW ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
8,377 | $2,954,400 | |
| 2 | LOW |
Lowes Companies Inc
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|
7,560 | $1,666,904 |
All Filings in LOW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666,904 | 7,560 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,724,371 | 7,298 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,755,162 | 7,278 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,757,913 | 6,995 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,510,934 | 6,810 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,518,560 | 6,511 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,821,384 | 7,380 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $1,897,033 | 7,004 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,541,897 | 6,994 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,697,520 | 6,664 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $636,493 | 2,860 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $584,653 | 2,813 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $601,039 | 2,663 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $525,121 | 2,626 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $549,902 | 2,760 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $554,415 | 2,952 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $517,896 | 2,965 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $574,017 | 2,839 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,756,888 | 6,797 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,423,062 | 7,015 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,260,029 | 6,496 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,048,081 | 5,511 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $801,426 | 4,993 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $750,682 | 4,526 | Shares | Sole | 2020-12-07 | |
| No filing history on record for this holder in this stock. | ||||||