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Compound Planning, Inc.

Position in LOW — Lowes Companies Inc

CIK 1978879 NEW YORK, NY

Position in LOW

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$1,721,585
-$394,065 QoQ
Shares Held
7,808
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,037
of 2,642 holders
Holding Since
Mar 2023
13 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, 2026

Compound Planning, Inc. holds $5,696,288 across 2 Home Improvement Retail names. LOW ranks #2 (30.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LOW
Lowes Companies Inc
This page
7,808 $1,721,585

All Filings in LOW

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,721,585 7,808
2026-03-31 $2,115,650 8,954
2025-12-31 $2,631,296 10,911
2025-09-30 $2,280,638 9,075
2025-06-30 $1,711,948 7,716
2025-03-31 $1,756,221 7,530
2024-12-31 $1,735,497 7,032
2024-09-30 $1,784,901 6,590
2024-06-30 $945,552 4,289
2024-03-31 $747,123 2,933
2023-12-31 $315,353 1,417
2023-06-30 $1,226,228 5,433
2023-03-31 $1,079,838 5,400