Whelan Financial

Position in LOW — Lowes Companies Inc

CIK 1894921 FRESNO, CA

Position in LOW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,247,895

-$66,703 QoQ

Shares Held

10,195

+4.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.70%

of 13F equity value

Holder Rank

#928

of 2,642 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Whelan Financial holds $2,637,606 across 2 Home Improvement Retail names. LOW ranks #1 (85.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	10,195	$2,247,895
2	HD	Home Depot, Inc.	1,105	$389,711

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,247,895	10,195	+4.1%	Shares	Sole	2026-07-24
2026-03-31	$2,314,598	9,796	-5.3%	Shares	Sole	2026-04-24
2025-12-31	$2,495,041	10,346	+7.3%	Shares	Sole	2026-02-02
2025-09-30	$2,422,628	9,640	+19.0%	Shares	Sole	2025-10-29
2025-06-30	$1,797,147	8,100	+5.6%	Shares	Sole	2025-07-21
2025-03-31	$1,789,340	7,672	+17.0%	Shares	Sole	2025-04-29
2024-12-31	$1,617,774	6,555	-9.3%	Shares	Sole	2025-02-14
2024-09-30	$1,956,620	7,224	+0.5%	Shares	Sole	2024-10-28
2024-06-30	$1,584,886	7,189	-0.9%	Shares	Sole	2024-07-29
2024-03-31	$1,847,301	7,252	-2.3%	Shares	Sole	2024-04-19
2023-12-31	$1,652,656	7,426	+0.9%	Shares	Sole	2024-01-18
2023-09-30	$1,529,702	7,360	+4.3%	Shares	Sole	2023-10-23
2023-06-30	$1,592,087	7,054	+0.0%	Shares	Sole	2023-07-19
2023-03-31	$1,409,988	7,051	+0.0%	Shares	Sole	2023-05-22
2022-12-31	$1,404,243	7,048	+0.0%	Shares	Sole	2023-01-17
2022-09-30	$1,323,121	7,045	+0.0%	Shares	Sole	2022-10-18
2022-06-30	$1,230,026	7,042	+742.3%	Shares	Sole	2022-07-18
2021-12-31	$216,089	836	—	Shares	Sole	2022-01-19
No filing history on record for this holder in this stock.