Position in LOW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$49,389
-$7,554 QoQ
Shares Held
224
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,470
of 2,639 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026GoalVest Advisory LLC holds $193,987 across 2 Home Improvement Retail names. LOW ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
410 | $144,598 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
224 | $49,389 |
All Filings in LOW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,389 | 224 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $56,943 | 241 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $58,119 | 241 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $74,890 | 298 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $45,039 | 203 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $55,508 | 238 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $52,074 | 211 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $49,294 | 182 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $89,727 | 407 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $145,960 | 573 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $78,115 | 351 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $186,432 | 897 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $150,541 | 667 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $4,981 | 25 | Shares | Sole | 2023-01-06 | |
| 2022-06-30 | $164,015 | 939 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $606 | 3 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $4,461 | 23 | Shares | Sole | 2021-09-01 | |
| No filing history on record for this holder in this stock. | ||||||