BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in LOW — Lowes Companies Inc
CIK 2010186
CINCINNATI, OH
Position in LOW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$105,619,119
-$11,224,412 QoQ
Shares Held
479,020
-3.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#104
of 2,642 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,016,325 across 2 Home Improvement Retail names. LOW ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
479,020 | $105,619,119 | |
| 2 | HD |
Home Depot, Inc.
|
32,316 | $11,397,206 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,619,119 | 479,020 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $116,843,531 | 494,513 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $123,737,025 | 513,091 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $130,958,143 | 521,102 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $117,964,729 | 531,684 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $124,274,039 | 532,839 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $134,472,435 | 544,864 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $152,562,762 | 563,274 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $126,014,495 | 571,598 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $147,197,258 | 577,856 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $128,628,336 | 577,975 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $121,479,154 | 584,484 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $132,394,040 | 586,593 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $115,418,484 | 577,179 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $115,595,063 | 580,180 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $109,273,492 | 581,830 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $101,527,112 | 581,251 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $119,091,931 | 589,010 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $151,072,254 | 584,464 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $120,435,141 | 593,686 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $115,864,100 | 597,330 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $120,546,734 | 633,856 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $102,507,624 | 638,637 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $106,925,297 | 644,672 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $88,820,051 | 657,342 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $56,903,230 | 661,281 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||