Position in LOW
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$82,683
-$5,922 QoQ
Shares Held
375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,426
of 2,642 holders
Holding Since
Dec 2024
6 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, 2026Copia Wealth Management holds $144,402 across 2 Home Improvement Retail names. LOW ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
375 | $82,683 | |
| 2 | HD |
Home Depot, Inc.
|
175 | $61,719 |
All Filings in LOW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,683 | 375 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $88,605 | 375 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $90,435 | 375 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $94,241 | 375 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $22,156 | 95 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $23,446 | 95 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||