Position in LOW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$37,483
-$2,684 QoQ
Shares Held
170
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,500
of 2,642 holders
Holding Since
Dec 2020
23 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, 2026West Financial Advisors, LLC holds $94,617 across 2 Home Improvement Retail names. LOW ranks #2 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
162 | $57,134 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
170 | $37,483 |
All Filings in LOW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,483 | 170 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $40,167 | 170 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $40,997 | 170 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $64,335 | 256 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $56,798 | 256 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $59,706 | 256 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $63,180 | 256 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $69,337 | 256 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $56,437 | 256 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $65,210 | 256 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $56,972 | 256 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $57,779 | 278 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $57,779 | 256 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $51,192 | 256 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $51,005 | 256 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $193,256 | 1,029 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $179,735 | 1,029 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $208,053 | 1,029 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $158,965 | 615 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $124,758 | 615 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $119,291 | 615 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $116,960 | 615 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $98,713 | 615 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||