Position in LOW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$971,699
-$151,576 QoQ
Shares Held
4,407
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,314
of 2,642 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $1,425,950 across 2 Home Improvement Retail names. LOW ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
4,407 | $971,699 | |
| 2 | HD |
Home Depot, Inc.
|
1,288 | $454,251 |
All Filings in LOW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,699 | 4,407 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,123,275 | 4,754 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,037,470 | 4,302 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,013,784 | 4,034 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $871,505 | 3,928 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $866,216 | 3,714 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $913,653 | 3,702 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $887,304 | 3,276 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $670,418 | 3,041 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $747,887 | 2,936 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $653,406 | 2,936 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $610,218 | 2,936 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $680,936 | 3,017 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $603,309 | 3,017 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $640,955 | 3,217 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||