Position in LOW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$457,075
-$36,750 QoQ
Shares Held
2,073
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#1,727
of 2,639 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Mills Wealth Advisors LLC holds $714,884 across 2 Home Improvement Retail names. LOW ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
2,073 | $457,075 | |
| 2 | HD |
Home Depot, Inc.
|
731 | $257,809 |
All Filings in LOW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,075 | 2,073 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $493,825 | 2,090 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $504,024 | 2,090 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $525,237 | 2,090 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $463,708 | 2,090 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $487,450 | 2,090 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $515,812 | 2,090 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $570,139 | 2,105 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $464,068 | 2,105 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $536,206 | 2,105 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $468,467 | 2,105 | Shares | Sole | 2024-07-03 | |
| 2023-09-30 | $437,503 | 2,105 | Shares | Sole | 2024-07-03 | |
| 2023-06-30 | $485,029 | 2,149 | Shares | Sole | 2024-07-03 | |
| 2023-03-31 | $431,535 | 2,158 | Shares | Sole | 2024-07-03 | |
| 2022-12-31 | $429,162 | 2,154 | Shares | Sole | 2024-07-03 | |
| No filing history on record for this holder in this stock. | ||||||