Position in LOW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$615,167
-$16,409 QoQ
Shares Held
2,790
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,552
of 2,639 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Wealth Management LLC holds $1,334,986 across 2 Home Improvement Retail names. LOW ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
2,041 | $719,819 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
2,790 | $615,167 |
All Filings in LOW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,167 | 2,790 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $631,576 | 2,673 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $580,954 | 2,409 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $520,965 | 2,073 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $448,843 | 2,023 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $461,095 | 1,977 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $499,770 | 2,025 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||