Position in LOW
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$461,218
-$26,407 QoQ
Shares Held
1,952
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Whalen Wealth Management Inc. holds $988,562 across 1 Home Improvement Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
2,803 | $988,562 |
All Filings in LOW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $461,218 | 1,952 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $487,625 | 2,022 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||