Position in LOW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$144,641
-$10,358 QoQ
Shares Held
656
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#2,362
of 2,639 holders
Holding Since
Mar 2020
26 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, 2026Dougherty Wealth Advisers LLC holds $144,641 across 1 Home Improvement Retail name. LOW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
656 | $144,641 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,641 | 656 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $154,999 | 656 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $158,200 | 656 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $164,859 | 656 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $145,546 | 656 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $152,998 | 656 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $161,900 | 656 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $177,677 | 656 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $153,660 | 697 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $177,546 | 697 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $193,841 | 871 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $181,028 | 871 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $196,584 | 871 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $193,171 | 966 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $192,465 | 966 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $181,424 | 966 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $168,731 | 966 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $195,315 | 966 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $249,691 | 966 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $195,962 | 966 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $187,375 | 966 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $183,713 | 966 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $155,052 | 966 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $160,220 | 966 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $130,525 | 966 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $83,124 | 966 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||