Paragon Private Wealth Management, LLC

Position in LOW — Lowes Companies Inc

CIK 1922684 LEXINGTON, KY

Position in LOW

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

Position Value

$1,298,685

-$106,944 QoQ

Shares Held

5,890

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,181

of 2,639 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Consumer Cyclical · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $2,114,786 across 2 Home Improvement Retail names. LOW ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	5,890	$1,298,685
2	HD	Home Depot, Inc.	2,314	$816,101

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,298,685	5,890	-1.0%	Shares	Defined	2026-07-28
2026-03-31	$1,405,629	5,949	+4.0%	Shares	Defined	2026-05-19
2025-12-31	$1,379,193	5,719	+4.6%	Shares	Sole	2026-02-11
2025-09-30	$1,374,163	5,468	-9.1%	Shares	Sole	2025-11-03
2025-06-30	$1,334,991	6,017	-3.2%	Shares	Sole	2025-08-14
2025-03-31	$1,449,757	6,216	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$1,538,057	6,232	+9.0%	Shares	Sole	2025-02-07
2024-09-30	$1,548,720	5,718	+7.5%	Shares	Sole	2024-11-07
2024-06-30	$1,173,067	5,321	+2.5%	Shares	Sole	2024-08-12
2024-03-31	$1,322,558	5,192	+6.4%	Shares	Sole	2024-05-13
2023-12-31	$1,086,044	4,880	+13.5%	Shares	Sole	2024-02-09
2023-09-30	$893,504	4,299	+9.3%	Shares	Sole	2023-11-13
2023-06-30	$887,678	3,933	+13.2%	Shares	Sole	2023-08-03
2023-03-31	$694,895	3,475	+165.3%	Shares	Sole	2023-04-17
2022-12-31	$261,004	1,310	+15.1%	Shares	Sole	2023-02-13
2022-09-30	$213,727	1,138	—	Shares	Sole	2022-11-02
No filing history on record for this holder in this stock.