Position in LOW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$256,650
-$18,379 QoQ
Shares Held
1,164
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,140
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, 2026Sterling Financial Planning, Inc. holds $560,660 across 2 Home Improvement Retail names. LOW ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
862 | $304,010 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,164 | $256,650 |
All Filings in LOW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,650 | 1,164 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $275,029 | 1,164 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $280,710 | 1,164 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $295,037 | 1,174 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $260,475 | 1,174 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $273,812 | 1,174 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $289,743 | 1,174 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $317,977 | 1,174 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $258,820 | 1,174 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $302,873 | 1,189 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $264,611 | 1,189 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $249,615 | 1,201 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $271,065 | 1,201 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $270,159 | 1,351 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $287,901 | 1,445 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $271,385 | 1,445 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $252,398 | 1,445 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $292,164 | 1,445 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $375,829 | 1,454 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $226,797 | 1,118 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $218,022 | 1,124 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $213,762 | 1,124 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $180,413 | 1,124 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||