Synergy Investment Management, LLC
Position in LOW — Lowes Companies Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in LOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$108,039
+$60 QoQ
Shares Held
490
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,395
of 2,639 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Synergy Investment Management, LLC holds $619,070 across 2 Home Improvement Retail names. LOW ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
1,449 | $511,031 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
490 | $108,039 |
All Filings in LOW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,039 | 490 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $107,979 | 457 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $102,621 | 440 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $108,592 | 440 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||