Position in LOW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,064,205
+$18,777 QoQ
Shares Held
4,504
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bernard Wealth Management Corp. holds $2,088,368 across 2 Home Improvement Retail names. LOW ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
4,504 | $1,064,205 | |
| 2 | HD |
Home Depot, Inc.
|
3,114 | $1,024,163 |
All Filings in LOW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,064,205 | 4,504 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,045,428 | 4,335 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,078,622 | 4,292 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $992,202 | 4,472 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $998,457 | 4,281 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,144,905 | 4,639 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||