COLTON GROOME FINANCIAL ADVISORS, LLC

Position in LOW — Lowes Companies Inc

CIK 1780330 ASHEVILLE, NC

Position in LOW

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$588,487

+$41,972 QoQ

Shares Held

2,669

+15.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,580

of 2,642 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

COLTON GROOME FINANCIAL ADVISORS, LLC holds $940,461 across 2 Home Improvement Retail names. LOW ranks #1 (62.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	2,669	$588,487
2	HD	Home Depot, Inc.	998	$351,974

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,487	2,669	+15.4%	Shares	Sole	2026-07-22
2026-03-31	$546,515	2,313	-4.5%	Shares	Sole	2026-04-30
2025-12-31	$584,089	2,422	+47.8%	Shares	Sole	2026-02-10
2025-09-30	$411,897	1,639	-0.8%	Shares	Sole	2025-10-30
2025-06-30	$366,529	1,652	-1.5%	Shares	Sole	2025-07-16
2025-03-31	$391,126	1,677	0.0%	Shares	Sole	2025-05-15
2024-12-31	$413,883	1,677	-21.6%	Shares	Sole	2025-01-23
2024-09-30	$579,077	2,138	+70.8%	Shares	Sole	2024-10-24
2024-06-30	$276,015	1,252	-2.0%	Shares	Sole	2024-07-24
2024-03-31	$325,290	1,277	-3.8%	Shares	Sole	2024-04-18
2023-12-31	$295,323	1,327	-11.9%	Shares	Sole	2024-01-31
2023-09-30	$313,214	1,507	-48.5%	Shares	Sole	2023-10-23
2023-06-30	$660,623	2,927	+18.2%	Shares	Sole	2023-07-27
2023-03-31	$495,325	2,477	+18.4%	Shares	Sole	2023-04-17
2022-12-31	$416,810	2,092	+19.4%	Shares	Sole	2023-01-25
2022-09-30	$329,043	1,752	+9.4%	Shares	Sole	2022-10-20
2022-06-30	$279,821	1,602	0.0%	Shares	Sole	2022-07-26
2022-03-31	$323,908	1,602	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.