Position in LOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$432,160
-$89,073 QoQ
Shares Held
1,960
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,758
of 2,639 holders
Holding Since
Jun 2022
17 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, 2026FSM Wealth Advisors, LLC holds $2,073,532 across 2 Home Improvement Retail names. LOW ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
4,654 | $1,641,372 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,960 | $432,160 |
All Filings in LOW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,160 | 1,960 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $521,233 | 2,206 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $486,419 | 2,017 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $503,876 | 2,005 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $397,147 | 1,790 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $412,583 | 1,769 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $407,220 | 1,650 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $407,900 | 1,506 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $296,959 | 1,347 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $346,687 | 1,361 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $411,940 | 1,851 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $384,504 | 1,850 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $421,156 | 1,866 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $372,544 | 1,863 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $331,336 | 1,663 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $312,328 | 1,663 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $270,738 | 1,550 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||