Smallwood Wealth Investment Management, LLC
Position in LOW — Lowes Companies Inc
CIK 1921304
RED BANK, NJ
Position in LOW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$123,474
-$8,842 QoQ
Shares Held
560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,388
of 2,642 holders
Holding Since
Dec 2021
11 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, 2026Smallwood Wealth Investment Management, LLC holds $745,248 across 2 Home Improvement Retail names. LOW ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
1,763 | $621,774 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
560 | $123,474 |
All Filings in LOW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,474 | 560 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $132,316 | 560 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $147,107 | 610 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $183,707 | 731 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $163,074 | 735 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $170,491 | 731 | Shares | Sole | 2025-04-25 | |
| 2024-03-31 | $204,038 | 801 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $432,550 | 2,171 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $407,735 | 2,171 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,208 | 2,171 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $208,851 | 808 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||