Skip to main content
Livermore
Livermore
ZHEN

Legacy Wealth Management, LLC

SEC CIK
0002047443
Latest filing
Jul 8, 2026

LOW holding history

Lowes Companies Inc in every 13F filed by Legacy 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)
7,677
Value
$1.69M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of LOW by Legacy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,677$1.69M0.4%+16+0.2%AddedHolders
Q1 20267,661$1.81M0.5%00.0%UnchangedHolders
Q4 20257,661$1.85M0.5%+1,081+16.4%AddedHolders
Q3 20256,580$1.65M0.5%−1,015−13.4%ReducedHolders
Q2 20257,595$1.69M0.5%−255−3.2%ReducedHolders
Q1 20257,850$1.83M0.6%00.0%UnchangedHolders
Q4 20247,850$1.94M0.8%−995−11.2%ReducedHolders
Q3 20248,845$2.40M0.9%−375−4.1%ReducedHolders
Q2 20249,220$2.03M0.9%−90−1.0%ReducedHolders
Q1 20249,310$2.37M1.1%−108−1.1%ReducedHolders
Q4 20239,418$2.10M1.0%−150−1.6%ReducedHolders
Q3 20239,568$1.99M1.0%00.0%UnchangedHolders
Q2 20239,568$2.16M1.1%00.0%UnchangedHolders
Q1 20239,568$1.91M1.1%00.0%UnchangedHolders
Q4 20229,568$1.91M1.1%00.0%UnchangedHolders
Q3 20229,568$1.80M1.2%−1,300−12.0%ReducedHolders
Q2 202210,868$1.90M1.2%00.0%UnchangedHolders
Q1 202210,868$2.20M1.1%+30+0.3%AddedHolders
Q4 202110,838$2.80M1.4%−247−2.2%ReducedHolders
Q3 202111,085$2.25M1.2%00.0%UnchangedHolders
Q2 202111,085$2.15M1.2%−35−0.3%ReducedHolders
Q1 202111,120$2.11M1.3%––Holders

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