Position in LOW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$421,356
-$27,103 QoQ
Shares Held
1,911
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,775
of 2,642 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,867,696 across 2 Home Improvement Retail names. LOW ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
4,101 | $1,446,340 | |
| 2 | LOW |
Lowes Companies Inc
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|
1,911 | $421,356 |
All Filings in LOW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,356 | 1,911 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $448,459 | 1,898 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $475,326 | 1,971 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $546,096 | 2,173 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $385,610 | 1,738 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,490,339 | 6,390 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||