Position in LOW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$237,688
+$3,535 QoQ
Shares Held
1,078
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,201
of 2,642 holders
Holding Since
Mar 2020
23 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, 2026Sound Financial Strategies Group, LLC holds $492,322 across 2 Home Improvement Retail names. LOW ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
722 | $254,634 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,078 | $237,688 |
All Filings in LOW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,688 | 1,078 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $234,153 | 991 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $646,308 | 2,680 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $873,553 | 3,476 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $519,841 | 2,343 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $731,642 | 3,137 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $862,319 | 3,494 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $849,656 | 3,137 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $679,898 | 3,084 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $712,479 | 2,797 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $636,270 | 2,859 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $689,197 | 3,316 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $798,978 | 3,540 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $1,049,994 | 5,270 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $831,607 | 4,113 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,584,740 | 6,131 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,318,387 | 6,499 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,241,989 | 6,403 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $672,286 | 3,535 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $678,957 | 4,230 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,402,512 | 8,456 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,162,707 | 8,605 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $743,816 | 8,644 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||