CASTLE WEALTH MANAGEMENT LLC

Position in LOW — Lowes Companies Inc

CIK 1936420 BOYNTON BEACH, FL

Position in LOW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,317,868

-$60,825 QoQ

Shares Held

5,977

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#1,171

of 2,642 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CASTLE WEALTH MANAGEMENT LLC holds $1,625,757 across 2 Home Improvement Retail names. LOW ranks #1 (81.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	5,977	$1,317,868
2	HD	Home Depot, Inc.	873	$307,889

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,317,868	5,977	+2.4%	Shares	Sole	2026-07-31
2026-03-31	$1,378,693	5,835	+5.9%	Shares	Sole	2026-05-01
2025-12-31	$1,329,032	5,511	-2.1%	Shares	Sole	2026-01-22
2025-09-30	$1,414,623	5,629	+3.2%	Shares	Sole	2025-10-31
2025-06-30	$1,209,857	5,453	+1.3%	Shares	Sole	2025-07-30
2025-03-31	$1,255,243	5,382	+6.7%	Shares	Sole	2025-04-28
2024-12-31	$1,245,106	5,045	-5.1%	Shares	Sole	2025-01-29
2024-09-30	$1,439,838	5,316	+6.5%	Shares	Sole	2024-10-31
2024-06-30	$1,100,756	4,993	+8.3%	Shares	Sole	2024-07-22
2024-03-31	$1,174,814	4,612	+20.5%	Shares	Sole	2024-04-29
2023-12-31	$851,698	3,827	+2.4%	Shares	Sole	2024-01-31
2023-09-30	$776,698	3,737	+48.2%	Shares	Sole	2023-11-06
2023-06-30	$568,989	2,521	-1.4%	Shares	Sole	2023-07-17
2023-03-31	$511,123	2,556	-6.1%	Shares	Sole	2023-05-04
2022-12-31	$542,331	2,722	-6.7%	Shares	Sole	2023-02-09
2022-09-30	$547,653	2,916	+19.5%	Shares	Sole	2022-11-07
2022-06-30	$426,194	2,440	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.