Forum Financial Management, LP

Position in LOW — Lowes Companies Inc

CIK 1911832 LOMBARD, IL

Position in LOW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$419,371

+$31,400 QoQ

Shares Held

1,902

+15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,777

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

Forum Financial Management, LP holds $4,838,451 across 2 Home Improvement Retail names. LOW ranks #2 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	12,530	$4,419,080
2	LOW	Lowes Companies Inc This page	1,902	$419,371

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,371	1,902	+15.8%	Shares	Sole	2026-07-23
2026-03-31	$387,971	1,642	-65.6%	Shares	Sole	2026-04-23
2025-12-31	$1,151,297	4,774	+1.0%	Shares	Sole	2026-01-27
2025-09-30	$1,187,942	4,727	-0.2%	Shares	Sole	2025-10-24
2025-06-30	$1,050,998	4,737	+7.3%	Shares	Sole	2025-07-30
2025-03-31	$1,029,243	4,413	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$1,095,298	4,438	-0.0%	Shares	Sole	2025-02-20
2024-09-30	$1,202,303	4,439	-1.7%	Shares	Sole	2024-10-29
2024-06-30	$995,376	4,515	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$1,155,964	4,538	-4.6%	Shares	Sole	2024-05-09
2023-12-31	$1,058,670	4,757	-5.7%	Shares	Sole	2024-02-07
2023-09-30	$1,048,760	5,046	+3.7%	Shares	Sole	2023-11-06
2023-06-30	$1,097,804	4,864	+14.1%	Shares	Sole	2023-07-26
2023-03-31	$852,672	4,264	+0.8%	Shares	Sole	2023-04-19
2022-12-31	$842,785	4,230	+0.1%	Shares	Sole	2023-01-24
2022-09-30	$793,872	4,227	-0.4%	Shares	Sole	2022-11-07
2022-06-30	$740,950	4,242	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$866,990	4,288	+0.6%	Shares	Sole	2022-05-16
2021-12-31	$1,101,641	4,262	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.