Wealthspire Retirement, LLC
PensionPosition in LOW — Lowes Companies Inc
CIK 2040084
ALISO VIEJO, CA
Position in LOW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$295,456
-$15,724 QoQ
Shares Held
1,340
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,012
of 2,639 holders
Holding Since
Mar 2022
18 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, 2026Wealthspire Retirement, LLC holds $2,804,068 across 2 Home Improvement Retail names. LOW ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
7,113 | $2,508,612 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,340 | $295,456 |
All Filings in LOW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,456 | 1,340 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $311,180 | 1,317 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $316,884 | 1,314 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $313,383 | 1,247 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $275,784 | 1,243 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $287,572 | 1,233 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $295,419 | 1,197 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $324,207 | 1,197 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $263,890 | 1,197 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $304,911 | 1,197 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $283,306 | 1,273 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $253,772 | 1,221 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $275,579 | 1,221 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $244,163 | 1,221 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $243,272 | 1,221 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $229,128 | 1,220 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $213,097 | 1,220 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $246,469 | 1,219 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||