Position in LOW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$11,303,419
-$605,093 QoQ
Shares Held
51,265
+1.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#432
of 2,639 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026JGP Wealth Management, LLC holds $15,698,164 across 2 Home Improvement Retail names. LOW ranks #1 (72.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
51,265 | $11,303,419 | |
| 2 | HD |
Home Depot, Inc.
|
12,461 | $4,394,745 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,303,419 | 51,265 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $11,908,512 | 50,400 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $12,520,786 | 51,919 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,981,418 | 51,655 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $11,328,460 | 51,059 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,710,944 | 50,212 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $13,271,670 | 53,775 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $14,530,019 | 53,646 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $11,858,984 | 53,792 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,693,265 | 53,756 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $12,776,595 | 57,410 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $11,563,386 | 55,636 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $12,339,470 | 54,672 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,745,387 | 53,735 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $10,546,769 | 52,935 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,805,184 | 52,208 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $8,851,751 | 50,677 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $9,659,020 | 47,772 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $12,148,043 | 46,998 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $9,281,250 | 45,752 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,765,698 | 45,191 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,197,261 | 53,619 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $8,584,074 | 53,480 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,662,536 | 52,228 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $6,990,298 | 51,734 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,234,262 | 49,207 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||