AXXCESS WEALTH MANAGEMENT, LLC

Position in LOW — Lowes Companies Inc

CIK 1911056 CARLSBAD, CA

Position in LOW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,503,650

+$497,169 QoQ

Shares Held

24,961

+20.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#603

of 2,639 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $23,341,499 across 2 Home Improvement Retail names. LOW ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	50,578	$17,837,849
2	LOW	Lowes Companies Inc This page	24,961	$5,503,650

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,503,650	24,961	+20.2%	Shares	Sole	2026-07-28
2025-12-31	$5,006,481	20,760	+16.1%	Shares	Sole	2026-02-19
2025-09-30	$4,494,428	17,884	+7.5%	Shares	Sole	2025-11-07
2025-06-30	$3,690,807	16,635	+42.9%	Shares	Sole	2025-07-28
2025-03-31	$2,714,097	11,637	-5.8%	Shares	Sole	2025-04-30
2024-12-31	$3,049,954	12,358	-0.3%	Shares	Sole	2025-02-10
2024-09-30	$3,357,727	12,397	-24.6%	Shares	Sole	2024-11-04
2024-06-30	$3,626,787	16,451	+27.2%	Shares	Sole	2024-08-09
2024-03-31	$3,293,658	12,930	-27.2%	Shares	Sole	2024-05-14
2023-12-31	$3,950,039	17,749	+19.3%	Shares	Sole	2024-02-06
2023-09-30	$3,091,204	14,873	+64.9%	Shares	Sole	2023-11-14
2023-06-30	$2,035,136	9,017	+273.4%	Shares	Sole	2023-08-08
2023-03-31	$482,927	2,415	+2.0%	Shares	Sole	2023-05-03
2022-12-31	$471,601	2,367	-1.7%	Shares	Sole	2023-02-16
2022-09-30	$452,246	2,408	-13.2%	Shares	Sole	2022-11-14
2022-06-30	$484,359	2,773	+3.0%	Shares	Sole	2022-08-11
2022-03-31	$544,295	2,692	-27.6%	Shares	Sole	2022-08-11
2021-12-31	$960,511	3,716	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.