Soltis Investment Advisors LLC

Position in LOW — Lowes Companies Inc

CIK 1802530 ST. GEORGE, UT

Position in LOW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$623,545

-$175,790 QoQ

Shares Held

2,828

-16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,543

of 2,639 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Consumer Cyclical · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $2,675,789 across 2 Home Improvement Retail names. LOW ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	5,819	$2,052,244
2	LOW	Lowes Companies Inc This page	2,828	$623,545

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$623,545	2,828	-16.4%	Shares	Sole	2026-07-31
2026-03-31	$799,335	3,383	+4.0%	Shares	Sole	2026-04-27
2025-12-31	$784,734	3,254	+10.8%	Shares	Sole	2026-04-02
2025-09-30	$737,846	2,936	+1.6%	Shares	Sole	2025-11-12
2025-06-30	$641,426	2,891	+35.5%	Shares	Sole	2025-08-06
2025-03-31	$497,712	2,134	+2.4%	Shares	Sole	2025-05-13
2024-12-31	$514,578	2,085	+9.3%	Shares	Sole	2025-01-29
2024-09-30	$516,510	1,907	+8.2%	Shares	Sole	2025-01-03
2024-06-30	$388,670	1,763	+7.6%	Shares	Sole	2024-08-12
2024-03-31	$417,247	1,638	+5.4%	Shares	Sole	2024-05-29
2023-12-31	$345,842	1,554	-2.3%	Shares	Sole	2024-01-26
2023-09-30	$330,673	1,591	+19.9%	Shares	Sole	2023-11-08
2023-06-30	$299,503	1,327	+6.2%	Shares	Sole	2023-08-09
2023-03-31	$249,762	1,249	+3.2%	Shares	Sole	2023-05-03
2022-12-31	$241,080	1,210	-3.4%	Shares	Sole	2023-02-09
2022-09-30	$235,138	1,252	-85.8%	Shares	Sole	2022-11-14
2022-03-31	$1,781,091	8,809	+909.0%	Shares	Sole	2022-05-06
2021-12-31	$225,653	873	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.