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Integrated Wealth Concepts’s Lowe's Companies LOW Stock Holding History

Integrated Wealth Concepts’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 		$4.37M Buy
19,825
+1,950
+11% +$443K 0.03% 532
2026
Q1 		$4.22M Buy
17,875
+1,978
+12% +$516K 0.03% 483
2025
Q4 		$3.83M Sell
15,897
-5,399
-25% -$1.3M 0.05% 350
2025
Q3 		$5.35M Buy
21,296
+2,782
+15% +$683K 0.05% 355
2025
Q2 		$4.11M Buy
18,514
+1,330
+8% +$297K 0.04% 381
2025
Q1 		$4.01M Sell
17,184
-1,575
-8% -$388K 0.05% 364
2024
Q4 		$4.63M Buy
18,759
+1,549
+9% +$414K 0.05% 312
2024
Q3 		$4.66M Sell
17,210
-483
-3% -$117K 0.06% 304
2024
Q2 		$3.9M Buy
17,693
+637
+4% +$145K 0.05% 318
2024
Q1 		$4.35M Buy
17,056
+2,815
+20% +$647K 0.06% 294
2023
Q4 		$3.17M Sell
14,241
-1,853
-12% -$376K 0.05% 337
2023
Q3 		$3.35M Sell
16,094
-1,118
-6% -$252K 0.06% 302
2023
Q2 		$3.88M Buy
17,212
+2,496
+17% +$519K 0.07% 276
2023
Q1 		$2.94M Buy
14,716
+1,930
+15% +$392K 0.06% 292
2022
Q4 		$2.55M Buy
12,786
+387
+3% +$77.4K 0.07% 266
2022
Q3 		$2.33M Buy
12,399
+369
+3% +$71.9K 0.07% 248
2022
Q2 		$2.1M Buy
12,030
+521
+5% +$100K 0.07% 268
2022
Q1 		$2.33M Sell
11,509
-669
-5% -$154K 0.07% 229
2021
Q4 		$3.15M Sell
12,178
-639
-5% -$152K 0.09% 181
2021
Q3 		$2.6M Buy
12,817
+3,113
+32% +$620K 0.08% 198
2021
Q2 		$1.88M Buy
9,704
+2,780
+40% +$544K 0.07% 230
2021
Q1 		$1.32M Buy
6,924
+1,149
+20% +$197K 0.05% 251
2020
Q4 		$927K Buy
5,775
+327
+6% +$53.1K 0.04% 268
2020
Q3 		$904K Sell
5,448
-453
-8% -$69.8K 0.06% 230
2020
Q2 		$797K Buy
5,901
+2,632
+81% +$301K 0.06% 207
2020
Q1 		$281K Buy
3,269
+167
+5% +$18.2K 0.03% 321
2019
Q4 		$372K Sell
3,102
-246
-7% -$28.1K 0.03% 315
2019
Q3 		$368K Sell
3,348
-25
-0.7% -$2.64K 0.04% 261
2019
Q2 		$347K Buy
3,373
+166
+5% +$17.5K 0.05% 245
2019
Q1 		$351K Buy
+3,207
New +$320K 0.06% 214

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

Integrated Wealth Concepts's LOW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Lowe's Companies (LOW) stake by 11% in Q2 2026, buying an estimated $443K and bringing the position to 19,825 shares worth $4.37M. The position accounts for 0.03% of the portfolio, ranked #532.

Integrated Wealth Concepts first reported a position in LOW in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.35M in Q3 2025. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Integrated Wealth Concepts held 19,825 shares of Lowe's Companies worth $4.37M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,950 Lowe's Companies shares in Q2 2026, an estimated $443K.
  • Lowe's Companies made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #532 holding.
  • Integrated Wealth Concepts first reported a position in Lowe's Companies in Q1 2019 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's Lowe's Companies position peaked at $5.35M in Q3 2025.
  • 2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.