CWP
LOW icon

Concord Wealth Partners’s Lowe's Companies LOW Stock Holding History

Concord Wealth Partners’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$639K Buy
2,899
+128
+5% +$29.1K 0.07% 143
2026
Q1 		$655K Sell
2,771
-373
-12% -$97.3K 0.09% 137
2025
Q4 		$758K Sell
3,144
-103
-3% -$24.7K 0.1% 138
2025
Q3 		$816K Sell
3,247
-91
-3% -$22.4K 0.11% 134
2025
Q2 		$741K Sell
3,338
-195
-6% -$43.5K 0.11% 136
2025
Q1 		$824K Sell
3,533
-4,043
-53% -$995K 0.14% 126
2024
Q4 		$1.87M Buy
7,576
+85
+1% +$22.7K 0.31% 72
2024
Q3 		$2.03M Buy
7,491
+95
+1% +$23K 0.34% 65
2024
Q2 		$1.63M Buy
7,396
+272
+4% +$62.1K 0.29% 70
2024
Q1 		$1.81M Buy
7,124
+2,069
+41% +$476K 0.33% 72
2023
Q4 		$1.13M Buy
5,055
+1,639
+48% +$332K 0.23% 87
2023
Q3 		$710K Sell
3,416
-338
-9% -$76K 0.15% 97
2023
Q2 		$847K Buy
3,754
+194
+5% +$40.4K 0.18% 76
2023
Q1 		$712K Sell
3,560
-581
-14% -$118K 0.2% 71
2022
Q4 		$825K Sell
4,141
-1,434
-26% -$287K 0.25% 55
2022
Q3 		$1.05M Sell
5,575
-332
-6% -$64.7K 0.33% 45
2022
Q2 		$1.03M Buy
5,907
+483
+9% +$93.1K 0.28% 47
2022
Q1 		$1.1M Buy
5,424
+86
+2% +$19.8K 0.28% 46
2021
Q4 		$1.38M Buy
5,338
+2,298
+76% +$546K 0.34% 36
2021
Q3 		$617K Sell
3,040
-1,665
-35% -$332K 0.25% 30
2021
Q2 		$913K Buy
4,705
+387
+9% +$75.7K 0.26% 34
2021
Q1 		$821K Buy
4,318
+1,328
+44% +$228K 0.28% 32
2020
Q4 		$480K Buy
+2,990
New +$486K 0.37% 32

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Wealth Partners's LOW Position: Q2 2026 in Review

Concord Wealth Partners increased its Lowe's Companies (LOW) stake by 4.6% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,899 shares worth $639K. The position accounts for 0.07% of the portfolio, ranked #143.

Concord Wealth Partners first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Concord Wealth Partners held 2,899 shares of Lowe's Companies worth $639K as of Q2 2026.
  • Concord Wealth Partners bought 128 Lowe's Companies shares in Q2 2026, an estimated $29.1K.
  • Lowe's Companies made up 0.07% of Concord Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Concord Wealth Partners first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Lowe's Companies position peaked at $2.03M in Q3 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.