Position in LOW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$236,144
-$37,940 QoQ
Shares Held
1,071
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,207
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, 2026Kapstone Financial Advisors LLC holds $868,146 across 2 Home Improvement Retail names. LOW ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
1,792 | $632,002 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,071 | $236,144 |
All Filings in LOW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,144 | 1,071 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $274,084 | 1,160 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $279,745 | 1,160 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $291,519 | 1,160 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $228,526 | 1,030 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $240,226 | 1,030 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $254,204 | 1,030 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $365,647 | 1,350 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $300,046 | 1,361 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $346,687 | 1,361 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $302,890 | 1,361 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $260,215 | 1,252 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $282,576 | 1,252 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $314,352 | 1,572 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $353,053 | 1,772 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||