Position in LOW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,180,633
-$282,633 QoQ
Shares Held
23,496
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
#622
of 2,639 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Vertrix Wealth Management, LLC holds $5,180,633 across 1 Home Improvement Retail name. LOW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
23,496 | $5,180,633 |
All Filings in LOW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,180,633 | 23,496 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,463,266 | 23,122 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||