Position in LOW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$965,966
-$70,121 QoQ
Shares Held
4,381
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,319
of 2,648 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $6,673,033 across 2 Home Improvement Retail names. LOW ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
16,182 | $5,707,067 | |
| 2 | LOW |
Lowes Companies Inc
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|
4,381 | $965,966 |
All Filings in LOW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,966 | 4,381 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,036,087 | 4,385 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,062,550 | 4,406 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,107,271 | 4,406 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $979,999 | 4,417 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,070,758 | 4,591 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,127,876 | 4,570 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,236,971 | 4,567 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $927,254 | 4,206 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,167,937 | 4,585 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $130,191 | 585 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $845,973 | 4,246 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $891,158 | 4,745 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||