Peak Retirement Planning, Inc.
PensionPosition in LOW — Lowes Companies Inc
CIK 2056697
COLUMBUS, OH
Position in LOW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$257,091
-$40,385 QoQ
Shares Held
1,166
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,136
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, 2026Peak Retirement Planning, Inc. holds $1,051,326 across 2 Home Improvement Retail names. LOW ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
2,252 | $794,235 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,166 | $257,091 |
All Filings in LOW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,091 | 1,166 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $297,476 | 1,259 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $396,708 | 1,645 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $418,933 | 1,667 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $342,789 | 1,545 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $368,270 | 1,579 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $365,264 | 1,480 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||