Live Oak Private Wealth LLC

Position in LOW — Lowes Companies Inc

CIK 1799877 WILMINGTON, NC

Position in LOW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$14,603,052

-$848,478 QoQ

Shares Held

66,230

+1.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

2.30%

of 13F equity value

Holder Rank

#378

of 2,639 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $18,589,750 across 3 Home Improvement Retail names. LOW ranks #1 (78.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOW	Lowes Companies Inc This page	66,230	$14,603,052
2	FND	Floor & Decor Holdings, Inc.	35,173	$2,087,869
3	HD	Home Depot, Inc.	5,384	$1,898,829

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,603,052	66,230	+1.3%	Shares	Sole	2026-07-20
2026-03-31	$15,451,530	65,395	+1.0%	Shares	Sole	2026-04-20
2025-12-31	$15,607,151	64,717	+3.6%	Shares	Sole	2026-01-23
2025-09-30	$15,691,796	62,440	+1.4%	Shares	Sole	2025-10-17
2025-06-30	$13,664,751	61,589	+0.6%	Shares	Sole	2025-08-04
2025-03-31	$14,275,075	61,206	+0.6%	Shares	Sole	2025-04-22
2024-12-31	$15,019,754	60,858	-2.0%	Shares	Sole	2025-01-28
2024-09-30	$16,817,347	62,091	+18.4%	Shares	Sole	2024-10-22
2024-06-30	$11,564,670	52,457	+0.8%	Shares	Sole	2024-07-17
2024-03-31	$13,257,677	52,046	+21.2%	Shares	Sole	2024-04-23
2023-12-31	$9,558,967	42,952	+8.6%	Shares	Sole	2024-01-29
2023-09-30	$8,217,370	39,537	+1.2%	Shares	Sole	2023-10-23
2023-06-30	$8,818,324	39,071	+6.0%	Shares	Sole	2023-08-07
2023-03-31	$7,372,094	36,866	+2.5%	Shares	Sole	2023-05-08
2022-12-31	$7,162,877	35,951	+0.9%	Shares	Sole	2023-02-10
2022-09-30	$6,691,670	35,630	+2.4%	Shares	Sole	2022-10-25
2022-06-30	$6,077,293	34,793	+19.8%	Shares	Sole	2022-07-27
2022-03-31	$5,873,619	29,050	+5.7%	Shares	Sole	2022-04-21
2021-12-31	$7,101,738	27,475	-0.7%	Shares	Sole	2022-02-08
2021-09-30	$5,614,759	27,678	+4.1%	Shares	Sole	2021-10-29
2021-06-30	$5,156,304	26,583	+2.5%	Shares	Sole	2021-08-02
2021-03-31	$4,929,845	25,922	+9.1%	Shares	Sole	2021-05-11
2020-12-31	$3,812,594	23,753	+110.3%	Shares	Sole	2021-01-26
2020-09-30	$1,873,720	11,297	+3.1%	Shares	Sole	2020-11-09
2020-06-30	$1,480,104	10,954	+25.5%	Shares	Sole	2020-08-03
2020-03-31	$750,958	8,727	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.