Position in LOW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,229,802
+$81,025 QoQ
Shares Held
23,719
+8.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#619
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, 2026LMG Wealth Partners, LLC holds $8,747,432 across 2 Home Improvement Retail names. LOW ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
23,719 | $5,229,802 | |
| 2 | HD |
Home Depot, Inc.
|
9,974 | $3,517,630 |
All Filings in LOW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,229,802 | 23,719 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,148,777 | 21,791 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,172,158 | 21,447 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,061,848 | 24,121 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,350,616 | 24,116 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,610,114 | 24,054 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,970,338 | 24,191 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,480,898 | 23,928 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,207,044 | 23,619 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,940,048 | 23,319 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,546,308 | 29,415 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,227,094 | 29,961 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $6,915,448 | 30,640 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,073,888 | 30,374 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,921,811 | 29,722 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||