Elwood & Goetz Wealth Advisory Group, LLC
Position in LOW — Lowes Companies Inc
CIK 1752758
ATHENS, GA
Position in LOW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$595,984
-$41,735 QoQ
Shares Held
2,703
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,568
of 2,639 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $1,991,186 across 2 Home Improvement Retail names. LOW ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
3,956 | $1,395,202 | |
| 2 | LOW |
Lowes Companies Inc
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|
2,703 | $595,984 |
All Filings in LOW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,984 | 2,703 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $637,719 | 2,699 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $649,685 | 2,694 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $664,463 | 2,644 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $586,624 | 2,644 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $616,660 | 2,644 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $652,539 | 2,644 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $716,127 | 2,644 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $370,372 | 1,680 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $427,946 | 1,680 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $373,884 | 1,680 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $333,998 | 1,607 | Shares | Sole | 2023-10-19 | |
| 2020-12-31 | $225,035 | 1,402 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||