Position in LOW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$71,659
New position
Shares Held
325
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#2,445
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, 2026Montgomery Financial Services LLC holds $72,011 across 2 Home Improvement Retail names. LOW ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
325 | $71,659 | |
| 2 | HD |
Home Depot, Inc.
|
1 | $352 |
All Filings in LOW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,659 | 325 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||