CM WEALTH ADVISORS LLC

Position in LOW — Lowes Companies Inc

CIK 1764581 BEACHWOOD, OH

Position in LOW

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

Position Value

$241,657

-$163,799 QoQ

Shares Held

1,096

-36.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,190

of 2,642 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $241,657 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	1,096	$241,657

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,657	1,096	-36.1%	Shares	Sole	2026-08-10
2026-03-31	$405,456	1,716	0.0%	Shares	Sole	2026-05-08
2025-12-31	$413,830	1,716	+21.4%	Shares	Sole	2026-01-26
2025-09-30	$355,352	1,414	-6.7%	Shares	Sole	2025-11-05
2025-06-30	$336,133	1,515	0.0%	Shares	Sole	2025-08-06
2025-03-31	$353,343	1,515	0.0%	Shares	Sole	2025-04-24
2024-12-31	$373,902	1,515	0.0%	Shares	Sole	2025-02-13
2024-09-30	$410,337	1,515	0.0%	Shares	Sole	2024-11-12
2024-06-30	$333,996	1,515	0.0%	Shares	Sole	2024-08-14
2024-03-31	$385,915	1,515	0.0%	Shares	Sole	2024-05-13
2023-12-31	$337,163	1,515	0.0%	Shares	Sole	2024-02-05
2023-09-30	$314,877	1,515	0.0%	Shares	Sole	2023-11-16
2023-06-30	$341,935	1,515	0.0%	Shares	Sole	2023-08-15
2023-03-31	$302,954	1,515	0.0%	Shares	Sole	2023-05-01
2022-12-31	$301,848	1,515	0.0%	Shares	Sole	2023-05-04
2022-09-30	$284,532	1,515	0.0%	Shares	Sole	2023-05-11
2022-06-30	$264,625	1,515	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.