Position in LOW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$668,966
-$155,414 QoQ
Shares Held
3,034
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,505
of 2,642 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $1,367,625 across 2 Home Improvement Retail names. LOW ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
1,981 | $698,659 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
3,034 | $668,966 |
All Filings in LOW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,966 | 3,034 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $824,380 | 3,489 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $883,127 | 3,662 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $641,343 | 2,552 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $657,178 | 2,962 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $426,344 | 1,828 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $465,958 | 1,888 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||