Beverly Hills Private Wealth, LLC

Position in LOW — Lowes Companies Inc

CIK 1965710 BEVERLY HILLS, CA

Position in LOW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,191,968

-$2,015,768 QoQ

Shares Held

5,406

-60.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,223

of 2,639 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $1,556,285 across 2 Home Improvement Retail names. LOW ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	5,406	$1,191,968
2	HD	Home Depot, Inc.	1,033	$364,317

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,191,968	5,406	-60.2%	Shares	Sole	2026-08-07
2026-03-31	$3,207,736	13,576	-6.9%	Shares	Sole	2026-05-04
2025-12-31	$3,514,906	14,575	-2.7%	Shares	Sole	2026-02-17
2025-09-30	$3,766,130	14,986	-3.7%	Shares	Sole	2025-11-10
2025-06-30	$3,454,292	15,569	-3.9%	Shares	Sole	2025-07-29
2025-03-31	$3,777,624	16,197	-3.4%	Shares	Defined	2025-04-30
2024-12-31	$4,137,106	16,763	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$4,626,386	17,081	-15.4%	Shares	Sole	2024-11-12
2024-06-30	$4,451,305	20,191	-3.1%	Shares	Sole	2024-08-08
2024-03-31	$5,309,844	20,845	-8.0%	Shares	Defined	2024-05-09
2023-12-31	$5,040,086	22,647	-3.7%	Shares	Sole	2024-01-30
2023-09-30	$4,888,185	23,519	-51.3%	Shares	Sole	2023-11-08
2023-06-30	$10,906,275	48,322	+99.1%	Shares	Sole	2023-08-10
2023-03-31	$4,854,271	24,275	+16.9%	Shares	Sole	2023-05-04
2022-12-31	$4,136,620	20,762	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.