Rockbridge Investment Management, LCC
Position in LOW — Lowes Companies Inc
CIK 1821984
Syracuse, NY
Position in LOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$298,543
-$20,198 QoQ
Shares Held
1,354
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,009
of 2,642 holders
Holding Since
Jun 2020
25 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, 2026Rockbridge Investment Management, LCC holds $298,543 across 1 Home Improvement Retail name. LOW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
1,354 | $298,543 |
All Filings in LOW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,543 | 1,354 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $318,741 | 1,349 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $327,495 | 1,358 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $420,692 | 1,674 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $371,410 | 1,674 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $390,427 | 1,674 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $411,168 | 1,666 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $451,236 | 1,666 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $367,286 | 1,666 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $424,380 | 1,666 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $370,768 | 1,666 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $346,261 | 1,666 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $376,016 | 1,666 | Shares | Sole | 2024-05-28 | |
| 2023-03-31 | $358,146 | 1,791 | Shares | Sole | 2024-05-28 | |
| 2022-12-31 | $371,582 | 1,865 | Shares | Sole | 2024-05-28 | |
| 2022-09-30 | $200,393 | 1,067 | Shares | Sole | 2024-05-28 | |
| 2022-06-30 | $161,569 | 925 | Shares | Sole | 2024-05-28 | |
| 2022-03-31 | $214,725 | 1,062 | Shares | Sole | 2024-05-28 | |
| 2021-12-31 | $282,777 | 1,094 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $196,368 | 968 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $182,913 | 943 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $179,149 | 942 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $151,039 | 941 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $160,884 | 970 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $166,467 | 1,232 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||