Mowery & Schoenfeld Wealth Management, LLC
Position in LOW — Lowes Companies Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in LOW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$391,369
-$28,028 QoQ
Shares Held
1,775
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,823
of 2,639 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $560,655 across 2 Home Improvement Retail names. LOW ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
1,775 | $391,369 | |
| 2 | HD |
Home Depot, Inc.
|
480 | $169,286 |
All Filings in LOW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,369 | 1,775 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $419,397 | 1,775 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $453,621 | 1,881 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $448,588 | 1,785 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $396,037 | 1,785 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $420,746 | 1,804 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $446,708 | 1,810 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $499,718 | 1,845 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $430,558 | 1,953 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $445,522 | 1,749 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $302,668 | 1,360 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||