Position in LOW
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,211,372
New position
Shares Held
5,494
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,218
of 2,639 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Bullock Wealth Management Group holds $2,188,648 across 2 Home Improvement Retail names. LOW ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
5,494 | $1,211,372 | |
| 2 | HD |
Home Depot, Inc.
|
2,771 | $977,276 |
All Filings in LOW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,372 | 5,494 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||