Marshall & Sterling Wealth Advisors Inc.
Position in LOW — Lowes Companies Inc
CIK 2056315
POUGHKEEPSIE, NY
Position in LOW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$127,443
-$8,418 QoQ
Shares Held
578
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,380
of 2,642 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $772,494 across 2 Home Improvement Retail names. LOW ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
1,829 | $645,051 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
578 | $127,443 |
All Filings in LOW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,443 | 578 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $135,861 | 575 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $137,943 | 572 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $152,041 | 605 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $133,564 | 602 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $139,469 | 598 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $138,701 | 562 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||