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Livermore
Livermore
ZHEN

Castle Rock Wealth Management, LLC

SEC CIK
0001727605
Latest filing
Jul 7, 2026

LOW holding history

Lowes Companies Inc in every 13F filed by Castle Rock Wealth Management, LLC, 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)
7,560
Value
$1.68M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of LOW by Castle Rock Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,560$1.68M0.3%+262+3.6%AddedHolders
Q1 20267,298$1.69M0.4%+20+0.3%AddedHolders
Q4 20257,278$2.00M0.4%+283+4.0%AddedHolders
Q3 20256,995$1.73M0.4%+185+2.7%AddedHolders
Q2 20256,810$1.51M0.4%+299+4.6%AddedHolders
Q1 20256,511$1.52M0.4%−869−11.8%ReducedHolders
Q4 20247,380$1.86M0.4%+376+5.4%AddedHolders
Q3 20247,004$1.88M0.4%+10+0.1%AddedHolders
Q2 20246,994$1.49M0.4%+330+5.0%AddedHolders
Q1 20246,664$1.52M0.4%+3,804+133.0%AddedHolders
Q4 20232,860$607.4K0.2%+47+1.7%AddedHolders
Q3 20232,813$565.2K0.2%+150+5.6%AddedHolders
Q2 20232,663$600.3K0.2%+37+1.4%AddedHolders
Q1 20232,626$543.9K0.2%−134−4.9%ReducedHolders
Q4 20222,760$556.9K0.2%−192−6.5%ReducedHolders
Q3 20222,952$580.0K0.3%−13−0.4%ReducedHolders
Q2 20222,965$538.0K0.3%+126+4.4%AddedHolders
Q1 20222,839$576.0K0.3%−3,958−58.2%ReducedHolders
Q4 20216,797$1.53M0.6%−218−3.1%ReducedHolders
Q3 20217,015$1.65M0.6%+519+8.0%AddedHolders
Q2 20216,496$1.23M0.5%+985+17.9%AddedHolders
Q1 20215,511$1.11M0.4%––Holders

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