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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

LOW holding history

Lowes Companies Inc in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOW overviewAll 13F holders of LOWFull Q2 2026 holdings

Shares (Q2 2026)
6,308
Value
$1.39M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of LOW by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,308$1.39M0.1%−65−1.0%ReducedHolders
Q1 20266,373$1.51M0.1%+200+3.2%AddedHolders
Q4 20256,173$1.49M0.1%+59+1.0%AddedHolders
Q3 20256,114$1.54M0.1%−1,069−14.9%ReducedHolders
Q2 20257,183$1.59M0.1%+1,940+37.0%AddedHolders
Q1 20255,243$1.22M0.1%+917+21.2%AddedHolders
Q4 20244,326$1.07M0.1%+6+0.1%AddedHolders
Q3 20244,320$1.17M0.1%00.0%UnchangedHolders
Q2 20244,320$952.4K0.1%+83+2.0%AddedHolders
Q1 20244,237$1.08M0.1%−296−6.5%ReducedHolders
Q4 20234,533$1.01M0.1%+2,350+107.7%AddedHolders
Q3 20232,183$453.7K0.1%00.0%UnchangedHolders
Q2 20232,183$492.7K0.1%−3−0.1%ReducedHolders
Q1 20232,186$437.1K0.1%−9−0.4%ReducedHolders
Q4 20222,195$437.3K0.1%00.0%UnchangedHolders
Q3 20222,195$412.0K0.1%−22−1.0%ReducedHolders
Q2 20222,217$387.0K0.1%−98−4.2%ReducedHolders
Q1 20222,315$468.0K0.1%+431+22.9%AddedHolders
Q4 20211,884$487.0K0.1%00.0%UnchangedHolders
Q3 20211,884$382.0K<0.1%00.0%UnchangedHolders
Q2 20211,884$365.0K<0.1%+230+13.9%AddedHolders
Q1 20211,654$315.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.