Position in LOW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$752,311
-$50,095 QoQ
Shares Held
3,412
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,441
of 2,639 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $17,203,422 across 2 Home Improvement Retail names. LOW ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
46,646 | $16,451,111 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
3,412 | $752,311 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,311 | 3,412 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $802,406 | 3,396 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $877,340 | 3,638 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $938,894 | 3,736 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $820,919 | 3,700 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $869,947 | 3,730 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $881,076 | 3,570 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $976,685 | 3,606 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,088,851 | 4,939 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,281,291 | 5,030 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,032,631 | 4,640 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $959,597 | 4,617 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $1,042,056 | 4,617 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $929,460 | 4,648 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $958,742 | 4,812 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $871,250 | 4,639 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $819,026 | 4,689 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $948,068 | 4,689 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $1,212,012 | 4,689 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $991,782 | 4,889 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $948,318 | 4,889 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $929,789 | 4,889 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $637,706 | 3,973 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $632,258 | 3,812 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $598,176 | 4,427 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $381,803 | 4,437 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||