Three Magnolias Financial Advisors, LLC
Position in LOW — Lowes Companies Inc
CIK 2056795
WINSTON-SALEM, NC
Position in LOW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$787,810
-$68,232 QoQ
Shares Held
3,573
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,416
of 2,639 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, 2026Three Magnolias Financial Advisors, LLC holds $1,153,186 across 2 Home Improvement Retail names. LOW ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
3,573 | $787,810 | |
| 2 | HD |
Home Depot, Inc.
|
1,036 | $365,376 |
All Filings in LOW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,810 | 3,573 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $856,042 | 3,623 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $970,186 | 4,023 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,011,020 | 4,023 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $892,583 | 4,023 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $949,945 | 4,073 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $992,876 | 4,023 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||