Position in LOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$319,490
-$19,808 QoQ
Shares Held
1,449
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,958
of 2,639 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $4,929,722 across 2 Home Improvement Retail names. LOW ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
13,072 | $4,610,232 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,449 | $319,490 |
All Filings in LOW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,490 | 1,449 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $339,298 | 1,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $344,617 | 1,429 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $371,938 | 1,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,943,581 | 8,760 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,057,555 | 8,822 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,150,121 | 8,712 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,541,114 | 9,382 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $2,552,892 | 11,311 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,264,860 | 11,326 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,255,197 | 11,319 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,132,206 | 11,353 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,979,011 | 11,330 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,324,780 | 11,498 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,407,800 | 13,184 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,859,920 | 14,098 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,778,426 | 14,324 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,796,787 | 14,706 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,491,436 | 15,522 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||