Concorde Financial’s Lowe's Companies LOW Stock Holding History

Concorde Financial’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 Q1	$3.19M	Hold	13,487	–	–	2.5%	20
2025 Q4	$3.71M	Sell	13,487 -252	-2%	-$60.5K	2.87%	19
2025 Q3	$3.45M	Sell	13,739 -158	-1%	-$38.8K	1.91%	24
2025 Q2	$3.08M	Buy	13,897 +15	+0.1%	+$3.35K	1.82%	25
2025 Q1	$3.24M	Buy	13,882 +108	+0.8%	+$26.6K	1.78%	24
2024 Q4	$3.4M	Buy	13,774 +92	+0.7%	+$24.6K	2.02%	23
2024 Q3	$3.71M	Buy	13,682 +222	+2%	+$53.8K	2.18%	23
2024 Q2	$2.97M	Buy	13,460 +10,360	+334%	+$2.36M	1.95%	23
2024 Q1	$790K	Sell	3,100 -13,631	-81%	-$3.13M	0.72%	20
2023 Q4	$3.72M	Buy	16,731 +13,731	+458%	+$2.78M	2.55%	17
2023 Q3	$624K	Sell	3,000 -14,716	-83%	-$3.31M	1.06%	16
2023 Q2	$4M	Sell	17,716 -2,785	-14%	-$579K	2.62%	18
2023 Q1	$4.1M	Sell	20,501 -1,012	-5%	-$206K	2.99%	13
2022 Q4	$4.04M	Hold	21,513	–	–	2.72%	13
2022 Q3	$4.04M	Buy	+21,513	New	+$4.19M	2.72%	13
2022 Q2	–	Sell	-21,671	Closed	-$4.3M	–	50
2022 Q1	$4.3M	Buy	21,671 +14	+0.1%	+$3.22K	2.65%	16
2021 Q4	$5.62M	Buy	+21,657	New	+$5.15M	3.54%	8

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concorde Financial's LOW Position: Q1 2026 in Review

Concorde Financial held its Lowe's Companies (LOW) position steady in Q1 2026 at 13,487 shares worth $3.19M. The position accounts for 2.5% of the portfolio, ranked #20.

Concorde Financial first reported a position in LOW in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.62M in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Concorde Financial held 13,487 shares of Lowe's Companies worth $3.19M as of Q1 2026.
Concorde Financial left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 2.5% of Concorde Financial's portfolio in Q1 2026, its #20 holding.
Concorde Financial first reported a position in Lowe's Companies in Q4 2021 and has held it in 17 quarters since.
Concorde Financial's Lowe's Companies position peaked at $5.62M in Q4 2021.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Concorde Financial's 13F filing for Q1 2026, filed 15 May 2026.