WealthPlan Investment Management, LLC

Position in LOW — Lowes Companies Inc

CIK 1929986 OMAHA, NE

Position in LOW

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

Position Value

$1,237,169

-$940,623 QoQ

Shares Held

5,611

-39.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,206

of 2,642 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $7,213,684 across 2 Home Improvement Retail names. LOW ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	16,946	$5,976,515
2	LOW	Lowes Companies Inc This page	5,611	$1,237,169

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,237,169	5,611	-39.1%	Shares	Sole	2026-07-28
2026-03-31	$2,177,792	9,217	+10.6%	Shares	Sole	2026-04-29
2025-12-31	$2,009,345	8,332	-3.4%	Shares	Sole	2026-02-05
2025-09-30	$2,166,794	8,622	+1.2%	Shares	Sole	2025-10-27
2025-06-30	$1,890,998	8,523	-1.3%	Shares	Sole	2025-07-28
2025-03-31	$2,013,707	8,634	-5.7%	Shares	Sole	2025-05-12
2024-12-31	$2,259,700	9,156	+12.7%	Shares	Sole	2025-01-30
2024-09-30	$2,200,385	8,124	-1.2%	Shares	Sole	2024-11-05
2024-06-30	$1,811,960	8,219	-1.1%	Shares	Sole	2024-08-09
2024-03-31	$2,116,296	8,308	-0.9%	Shares	Sole	2024-05-16
2023-12-31	$1,865,859	8,384	-13.8%	Shares	Sole	2024-01-05
2023-09-30	$2,021,451	9,726	+30.9%	Shares	Sole	2023-11-15
2023-06-30	$1,676,951	7,430	-32.4%	Shares	Sole	2023-08-14
2023-03-31	$2,198,870	10,996	-42.1%	Shares	Sole	2023-05-08
2022-12-31	$3,786,954	19,007	-5.8%	Shares	Sole	2023-02-15
2022-09-30	$3,788,691	20,173	-76.4%	Shares	Sole	2022-12-12
2022-03-31	$17,300,993	85,568	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.