Position in LOW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,833,205
-$3,241,537 QoQ
Shares Held
30,991
-27.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#544
of 2,642 holders
Holding Since
Mar 2020
25 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $11,060,074 across 2 Home Improvement Retail names. LOW ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
30,991 | $6,833,205 | |
| 2 | HD |
Home Depot, Inc.
|
11,985 | $4,226,869 |
All Filings in LOW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,833,205 | 30,991 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $10,074,742 | 42,639 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,364,815 | 42,979 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,252,191 | 40,795 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,730,584 | 39,350 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,967,693 | 38,450 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,957,359 | 36,294 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,805,853 | 36,204 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,845,737 | 40,124 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $9,856,522 | 38,694 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $6,451,947 | 28,991 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,753,219 | 27,681 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,022,804 | 26,685 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,637,104 | 23,189 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,410,775 | 22,138 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,831,699 | 20,402 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,364,857 | 13,539 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,389,885 | 11,820 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,560,761 | 9,907 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,478,646 | 7,289 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $821,075 | 4,233 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $777,646 | 4,089 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $556,327 | 3,466 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $557,621 | 3,362 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $270,369 | 3,142 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||