Position in LOW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,946,472
+$3,917,473 QoQ
Shares Held
22,434
+415.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#640
of 2,639 holders
Holding Since
Mar 2024
9 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, 2026Wealth Group, Ltd. holds $9,409,990 across 2 Home Improvement Retail names. LOW ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
22,434 | $4,946,472 | |
| 2 | HD |
Home Depot, Inc.
|
12,656 | $4,463,518 |
All Filings in LOW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,946,472 | 22,434 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,028,999 | 4,355 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,050,251 | 4,355 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,005,071 | 4,530 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,018,048 | 4,365 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,277,436 | 5,176 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,205,553 | 4,451 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,129,196 | 5,122 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,334,785 | 5,240 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||