Robertson Stephens Wealth Management, LLC
Position in LOW — Lowes Companies Inc
CIK 1767307
San Francisco, CA
Position in LOW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$577,022
-$82,199 QoQ
Shares Held
2,617
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,587
of 2,639 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $9,737,532 across 2 Home Improvement Retail names. LOW ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
25,974 | $9,160,510 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
2,617 | $577,022 |
All Filings in LOW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,022 | 2,617 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $659,221 | 2,790 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $585,054 | 2,426 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $624,254 | 2,484 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $523,169 | 2,358 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $523,368 | 2,244 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $635,016 | 2,573 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,351,541 | 4,990 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,776,687 | 8,059 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,943,844 | 7,631 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,083,818 | 4,870 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $873,759 | 4,204 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,077,040 | 4,772 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,115,632 | 5,579 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $999,387 | 5,016 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $942,806 | 5,020 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $927,847 | 5,312 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,056,240 | 5,224 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,190,300 | 4,605 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $496,195 | 2,446 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $538,460 | 2,776 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,009,855 | 5,310 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $207,057 | 1,290 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $213,959 | 1,290 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||