Position in LOW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$765,761
+$183,568 QoQ
Shares Held
3,473
+40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,428
of 2,642 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $3,636,928 across 2 Home Improvement Retail names. LOW ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
8,141 | $2,871,167 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
3,473 | $765,761 |
All Filings in LOW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,761 | 3,473 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $582,193 | 2,464 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $635,215 | 2,634 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $500,860 | 1,993 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $365,641 | 1,648 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $209,440 | 898 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||