Position in LOW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$875,565
-$57,268 QoQ
Shares Held
3,971
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,362
of 2,639 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Bison Wealth, LLC holds $4,965,242 across 2 Home Improvement Retail names. LOW ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
11,596 | $4,089,677 | |
| 2 | LOW |
Lowes Companies Inc
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|
3,971 | $875,565 |
All Filings in LOW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,565 | 3,971 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $932,833 | 3,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $937,871 | 3,889 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $940,150 | 3,741 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $822,250 | 3,706 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $538,761 | 2,310 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||