Position in LOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$986,691
+$110,094 QoQ
Shares Held
4,475
+20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,306
of 2,642 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $8,811,599 across 2 Home Improvement Retail names. LOW ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
22,187 | $7,824,908 | |
| 2 | LOW |
Lowes Companies Inc
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|
4,475 | $986,691 |
All Filings in LOW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,691 | 4,475 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $876,597 | 3,710 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,187,470 | 4,924 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,053,489 | 4,192 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $752,580 | 3,392 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $710,650 | 3,047 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $664,383 | 2,692 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $391,105 | 1,444 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $265,653 | 1,205 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $281,220 | 1,104 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||