XML Financial, LLC

Position in LOW — Lowes Companies Inc

CIK 1800465 BETHESDA, MD

Position in LOW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$682,637

-$215,463 QoQ

Shares Held

3,096

-18.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,495

of 2,642 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

XML Financial, LLC holds $3,366,531 across 2 Home Improvement Retail names. LOW ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	7,610	$2,683,894
2	LOW	Lowes Companies Inc This page	3,096	$682,637

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$682,637	3,096	-18.5%	Shares	Sole	2026-07-24
2026-03-31	$898,100	3,801	-12.2%	Shares	Sole	2026-04-16
2025-12-31	$1,043,499	4,327	+22.6%	Shares	Sole	2026-02-11
2025-09-30	$887,124	3,530	-39.0%	Shares	Sole	2025-10-20
2025-06-30	$1,283,961	5,787	+5.9%	Shares	Sole	2025-07-17
2025-03-31	$1,275,068	5,467	-4.6%	Shares	Sole	2025-04-22
2024-12-31	$1,414,904	5,733	+5.3%	Shares	Sole	2025-01-17
2024-09-30	$1,475,319	5,447	+1.1%	Shares	Sole	2024-11-01
2024-06-30	$1,188,058	5,389	-2.5%	Shares	Sole	2024-07-22
2024-03-31	$1,407,383	5,525	+38.2%	Shares	Sole	2024-05-15
2023-12-31	$889,977	3,999	+44.3%	Shares	Sole	2024-02-14
2023-09-30	$576,132	2,772	+1.7%	Shares	Sole	2023-11-06
2023-06-30	$615,258	2,726	+17.1%	Shares	Sole	2023-08-07
2023-03-31	$465,330	2,327	+19.3%	Shares	Sole	2023-05-15
2022-12-31	$388,518	1,950	+37.1%	Shares	Sole	2023-02-10
2022-09-30	$267,065	1,422	+9.5%	Shares	Sole	2022-11-04
2022-03-31	$262,644	1,299	+4.1%	Shares	Sole	2022-05-02
2021-12-31	$322,583	1,248	+1.3%	Shares	Sole	2022-02-01
2021-09-30	$249,923	1,232	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.