Concurrent Investment Advisors’s Lowe's Companies LOW Stock Holding History

Concurrent Investment Advisors’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	$17.8M	Buy	80,707 +27,628	+52%	+$6.27M	0.15%	144
2026 Q1	$12.5M	Sell	53,079 -1,445	-3%	-$377K	0.14%	163
2025 Q4	$13.1M	Buy	54,524 +10,052	+23%	+$2.41M	0.15%	144
2025 Q3	$11.2M	Buy	44,472 +1,302	+3%	+$320K	0.19%	111
2025 Q2	$9.58M	Buy	43,170 +1,238	+3%	+$276K	0.19%	117
2025 Q1	$9.78M	Buy	41,932 +11,611	+38%	+$2.86M	0.24%	95
2024 Q4	$7.48M	Buy	30,321 +2,943	+11%	+$786K	0.2%	103
2024 Q3	$7.42M	Buy	27,378 +337	+1%	+$81.6K	0.22%	106
2024 Q2	$5.96M	Buy	27,041 +1,863	+7%	+$425K	0.2%	117
2024 Q1	$6.41M	Buy	25,178 +2,454	+11%	+$564K	0.26%	94
2023 Q4	$5.06M	Buy	+22,724	New	+$4.61M	0.24%	94

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's LOW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Lowe's Companies (LOW) stake by 52% in Q2 2026, buying an estimated $6.27M and bringing the position to 80,707 shares worth $17.8M. The position accounts for 0.15% of the portfolio, ranked #144.

Concurrent Investment Advisors first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. 2,645 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Concurrent Investment Advisors held 80,707 shares of Lowe's Companies worth $17.8M as of Q2 2026.
Concurrent Investment Advisors bought 27,628 Lowe's Companies shares in Q2 2026, an estimated $6.27M.
Lowe's Companies made up 0.15% of Concurrent Investment Advisors's portfolio in Q2 2026, its #144 holding.
Concurrent Investment Advisors first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
2,645 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.