Everhart Financial Group, Inc.

Position in LOW — Lowes Companies Inc

CIK 1852858 Dublin, OH

Position in LOW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$910,623

-$117,431 QoQ

Shares Held

4,130

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,347

of 2,642 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $2,950,524 across 2 Home Improvement Retail names. LOW ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	5,784	$2,039,901
2	LOW	Lowes Companies Inc This page	4,130	$910,623

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$910,623	4,130	-5.1%	Shares	Sole	2026-07-09
2026-03-31	$1,028,054	4,351	+7.3%	Shares	Sole	2026-04-09
2025-12-31	$977,903	4,055	+6.7%	Shares	Sole	2026-01-07
2025-09-30	$954,978	3,800	+5.3%	Shares	Sole	2025-11-04
2025-06-30	$800,728	3,609	-10.2%	Shares	Sole	2025-08-07
2025-03-31	$937,118	4,018	+4.5%	Shares	Sole	2025-04-16
2024-12-31	$949,192	3,846	+6.4%	Shares	Sole	2025-01-30
2024-09-30	$978,851	3,614	+13.6%	Shares	Sole	2024-11-04
2024-06-30	$701,503	3,182	+16.6%	Shares	Sole	2024-07-24
2024-03-31	$695,158	2,729	-23.6%	Shares	Sole	2024-05-13
2023-12-31	$795,171	3,573	+110.4%	Shares	Sole	2024-01-12
2023-09-30	$352,912	1,698	+11.0%	Shares	Sole	2023-10-25
2023-06-30	$345,321	1,530	+10.4%	Shares	Sole	2023-07-13
2023-03-31	$277,158	1,386	-0.9%	Shares	Sole	2023-04-25
2022-12-31	$278,537	1,398	-25.4%	Shares	Sole	2023-02-09
2022-09-30	$351,768	1,873	+18.7%	Shares	Sole	2022-10-12
2022-06-30	$275,629	1,578	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.