Nicholson Wealth Management Group, LLC
Position in LOW — Lowes Companies Inc
CIK 2035982
CHARLESTOWN, SC
Position in LOW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,620,381
-$123,365 QoQ
Shares Held
7,349
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,068
of 2,639 holders
Holding Since
Sep 2024
8 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, 2026Nicholson Wealth Management Group, LLC holds $3,773,845 across 2 Home Improvement Retail names. LOW ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
6,106 | $2,153,464 | |
| 2 | LOW |
Lowes Companies Inc
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|
7,349 | $1,620,381 |
All Filings in LOW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,620,381 | 7,349 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,743,746 | 7,380 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,866,578 | 7,740 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,769,976 | 7,043 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,439,936 | 6,490 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,469,582 | 6,301 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,535,342 | 6,221 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $981,831 | 3,625 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||