Position in LOW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,692,701
-$117,440 QoQ
Shares Held
7,677
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,048
of 2,639 holders
Holding Since
Mar 2020
26 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, 2026Legacy Wealth Management, LLC / MS holds $2,096,166 across 2 Home Improvement Retail names. LOW ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
7,677 | $1,692,701 | |
| 2 | HD |
Home Depot, Inc.
|
1,144 | $403,465 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,692,701 | 7,677 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,810,141 | 7,661 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,847,526 | 7,661 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,653,619 | 6,580 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,685,102 | 7,595 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,830,855 | 7,850 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $1,937,380 | 7,850 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,395,668 | 8,845 | Shares | Sole | 2024-12-12 | |
| 2024-06-30 | $2,032,641 | 9,220 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $2,371,536 | 9,310 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $2,095,975 | 9,418 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,988,613 | 9,568 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $2,159,497 | 9,568 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,913,312 | 9,568 | Shares | Sole | 2024-12-12 | |
| 2022-12-31 | $1,906,328 | 9,568 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,796,966 | 9,568 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,898,313 | 10,868 | Shares | Sole | 2024-12-12 | |
| 2022-03-31 | $2,197,400 | 10,868 | Shares | Sole | 2024-12-12 | |
| 2021-12-31 | $2,801,406 | 10,838 | Shares | Sole | 2024-12-12 | |
| 2021-09-30 | $2,248,703 | 11,085 | Shares | Sole | 2024-12-12 | |
| 2021-06-30 | $2,150,157 | 11,085 | Shares | Sole | 2024-12-12 | |
| 2021-03-31 | $2,114,801 | 11,120 | Shares | Sole | 2024-12-12 | |
| 2020-12-31 | $1,799,317 | 11,210 | Shares | Sole | 2024-12-12 | |
| 2020-09-30 | $1,865,095 | 11,245 | Shares | Sole | 2024-12-12 | |
| 2020-06-30 | $1,505,236 | 11,140 | Shares | Sole | 2024-12-12 | |
| 2020-03-31 | $958,597 | 11,140 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||