Confluence Wealth Services, Inc.

Position in LOW — Lowes Companies Inc

CIK 1910411 MCMURRAY, PA

Position in LOW

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,254,069

+$371,627 QoQ

Shares Held

10,223

+28.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#926

of 2,642 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $9,212,798 across 2 Home Improvement Retail names. LOW ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	19,731	$6,958,729
2	LOW	Lowes Companies Inc This page	10,223	$2,254,069

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,254,069	10,223	+28.3%	Shares	Sole	2026-07-22
2026-03-31	$1,882,442	7,967	+6.7%	Shares	Sole	2026-05-07
2025-12-31	$1,800,741	7,467	-2.9%	Shares	Sole	2026-01-28
2025-09-30	$1,933,076	7,692	0.0%	Shares	Sole	2025-10-28
2025-06-30	$1,706,624	7,692	+3.1%	Shares	Sole	2025-07-22
2025-03-31	$1,739,895	7,460	+75.2%	Shares	Sole	2025-04-24
2024-12-31	$1,050,874	4,258	+7.6%	Shares	Sole	2025-01-27
2024-09-30	$1,072,295	3,959	-1.4%	Shares	Sole	2024-10-29
2024-06-30	$885,587	4,017	-4.0%	Shares	Sole	2024-07-31
2024-03-31	$1,066,299	4,186	+0.5%	Shares	Sole	2024-04-22
2023-12-31	$926,920	4,165	+7.2%	Shares	Sole	2024-01-25
2023-09-30	$807,874	3,887	+24.8%	Shares	Sole	2023-11-01
2023-06-30	$703,055	3,115	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$619,907	3,100	0.0%	Shares	Sole	2023-05-12
2022-12-31	$617,644	3,100	0.0%	Shares	Sole	2023-02-10
2022-09-30	$582,211	3,100	-11.4%	Shares	Sole	2022-11-08
2022-06-30	$611,345	3,500	+1.4%	Shares	Sole	2022-08-15
2022-03-31	$697,555	3,450	-3.0%	Shares	Sole	2022-04-26
2021-12-31	$918,896	3,555	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.