Cerro Pacific Wealth Advisors LLC

Position in LOW — Lowes Companies Inc

CIK 1842669 San Luis Obispo, CA

Position in LOW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,055,848

-$177,234 QoQ

Shares Held

9,324

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#960

of 2,642 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $3,140,691 across 2 Home Improvement Retail names. LOW ranks #1 (65.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	9,324	$2,055,848
2	HD	Home Depot, Inc.	3,076	$1,084,843

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,055,848	9,324	-1.3%	Shares	Sole	2026-07-15
2026-03-31	$2,233,082	9,451	-7.0%	Shares	Sole	2026-04-13
2025-12-31	$2,449,703	10,158	-2.6%	Shares	Sole	2026-02-02
2025-09-30	$2,619,655	10,424	-13.4%	Shares	Sole	2025-10-28
2025-06-30	$2,671,980	12,043	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$2,804,357	12,024	-0.7%	Shares	Sole	2025-04-08
2024-12-31	$2,988,254	12,108	+0.4%	Shares	Sole	2025-01-17
2024-09-30	$3,265,638	12,057	0.0%	Shares	Sole	2024-10-09
2024-06-30	$2,658,086	12,057	+15.7%	Shares	Sole	2024-08-09
2023-03-31	$2,083,287	10,418	+27.1%	Shares	Sole	2023-05-10
2022-12-31	$1,632,771	8,195	+12.2%	Shares	Other	2023-01-19
2022-09-30	$1,371,764	7,304	+6.5%	Shares	Other	2022-10-12
2022-06-30	$1,198,061	6,859	-2.2%	Shares	Other	2022-07-18
2022-03-31	$1,417,756	7,012	+7.6%	Shares	Other	2022-04-13
2021-12-31	$1,683,997	6,515	-8.6%	Shares	Other	2022-01-19
2021-09-30	$1,445,783	7,127	-26.2%	Shares	Other	2021-11-09
2021-06-30	$1,872,004	9,651	-35.3%	Shares	Other	2021-08-16
2020-12-31	$2,393,204	14,910	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.