West Branch Capital LLC

Position in LOW — Lowes Companies Inc

CIK 1738723 AMHERST, MA

Position in LOW

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$27,340

-$1,958 QoQ

Shares Held

124

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,528

of 2,639 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

West Branch Capital LLC holds $5,145,079 across 2 Home Improvement Retail names. LOW ranks #2 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	14,511	$5,117,739
2	LOW	Lowes Companies Inc This page	124	$27,340

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,340	124	0.0%	Shares	Sole	2026-07-10
2026-03-31	$29,298	124	0.0%	Shares	Sole	2026-04-14
2025-12-31	$29,903	124	0.0%	Shares	Sole	2026-01-16
2025-09-30	$31,162	124	0.0%	Shares	Sole	2025-10-21
2025-06-30	$27,511	124	0.0%	Shares	Sole	2025-07-16
2025-03-31	$28,920	124	0.0%	Shares	Sole	2025-04-16
2024-12-31	$30,603	124	0.0%	Shares	Sole	2025-01-17
2024-09-30	$33,585	124	+3.3%	Shares	Sole	2024-10-18
2024-06-30	$26,455	120	0.0%	Shares	Sole	2024-07-26
2024-03-31	$30,567	120	-16.1%	Shares	Sole	2024-04-24
2023-12-31	$31,824	143	+19.2%	Shares	Sole	2024-01-19
2023-09-30	$24,940	120	0.0%	Shares	Sole	2023-10-20
2023-06-30	$27,084	120	0.0%	Shares	Sole	2023-08-07
2023-03-31	$23,996	120	0.0%	Shares	Sole	2023-04-20
2022-12-31	$23,908	120	0.0%	Shares	Sole	2023-01-27
2022-09-30	$22,537	120	0.0%	Shares	Sole	2022-10-19
2022-06-30	$20,960	120	0.0%	Shares	Sole	2022-07-28
2022-03-31	$24,262	120	0.0%	Shares	Sole	2022-05-03
2021-12-31	$31,017	120	0.0%	Shares	Sole	2022-01-24
2021-09-30	$24,343	120	0.0%	Shares	Sole	2021-11-09
2021-06-30	$23,276	120	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.