Position in LOW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$239,011
-$17,116 QoQ
Shares Held
1,084
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,197
of 2,642 holders
Holding Since
Dec 2020
11 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, 2026Phoenix Wealth Advisors holds $2,533,899 across 2 Home Improvement Retail names. LOW ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
6,507 | $2,294,888 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,084 | $239,011 |
All Filings in LOW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,011 | 1,084 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $256,127 | 1,084 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $261,417 | 1,084 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $272,168 | 1,083 | Shares | Sole | 2025-10-28 | |
| 2024-09-30 | $287,642 | 1,062 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $234,128 | 1,062 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $263,900 | 1,036 | Shares | Sole | 2024-04-26 | |
| 2021-09-30 | $128,004 | 631 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $122,395 | 631 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $120,003 | 631 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $101,281 | 631 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||