Position in LOW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$965,746
-$145,951 QoQ
Shares Held
4,380
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,317
of 2,642 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Baron Wealth Management LLC holds $1,241,541 across 2 Home Improvement Retail names. LOW ranks #1 (77.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
4,380 | $965,746 | |
| 2 | HD |
Home Depot, Inc.
|
782 | $275,795 |
All Filings in LOW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,746 | 4,380 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,111,697 | 4,705 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,366,894 | 5,668 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,319,126 | 5,249 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,158,827 | 5,223 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,161,252 | 4,979 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $867,995 | 3,517 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $921,702 | 3,403 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $677,694 | 3,074 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $857,421 | 3,366 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $773,583 | 3,476 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $629,547 | 3,029 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $680,485 | 3,015 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $597,510 | 2,988 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $469,409 | 2,356 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||