Heritage Family Offices, LLP
Family OfficePosition in LOW — Lowes Companies Inc
CIK 2019316
SCOTTSDALE, AZ
Position in LOW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$840,728
-$547,889 QoQ
Shares Held
3,813
-35.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,381
of 2,642 holders
Holding Since
Jun 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, 2026Heritage Family Offices, LLP holds $2,171,036 across 2 Home Improvement Retail names. LOW ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
3,772 | $1,330,308 | |
| 2 | LOW |
Lowes Companies Inc
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|
3,813 | $840,728 |
All Filings in LOW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,728 | 3,813 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,388,617 | 5,877 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,941,820 | 8,052 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,118,040 | 8,428 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,879,017 | 8,469 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,975,224 | 8,469 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,063,001 | 8,359 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,153,257 | 7,950 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,776,025 | 8,056 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||