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Strategic Financial Concepts’s Lowe's Companies LOW Stock Holding History

Strategic Financial 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 		$1.04M Sell
4,713
-970
-17% -$220K 0.31% 73
2026
Q1 		$1.34M Buy
5,683
+4,722
+491% +$1.23M 0.33% 77
2025
Q4 		$232K Sell
961
-3,966
-80% -$952K 0.21% 105
2025
Q3 		$1.24M Sell
4,927
-12
-0.2% -$2.95K 0.18% 66
2025
Q2 		$1.1M Sell
4,939
-992
-17% -$221K 0.15% 78
2025
Q1 		$1.38M Sell
5,931
-9
-0.2% -$2.21K 0.26% 82
2024
Q4 		$1.47M Buy
5,940
+954
+19% +$255K 0.28% 78
2024
Q3 		$1.35M Sell
4,986
-1,200,028
-100% -$291M 0.43% 50
2024
Q2 		$218K Buy
1,205,014
+1,199,100
+20,276% +$274M 0.13% 116
2024
Q1 		$1.51M Buy
5,914
+4,979
+533% +$1.14M 0.36% 64
2023
Q4 		$208K Sell
935
-5,527
-86% -$1.12M 0.12% 133
2023
Q3 		$1.34M Sell
6,462
-23
-0.4% -$5.17K 0.45% 58
2023
Q2 		$1.46M Buy
6,485
+136
+2% +$28.3K 0.54% 54
2023
Q1 		$1.27M Buy
+6,349
New +$1.29M 0.51% 57

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

Strategic Financial Concepts's LOW Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Lowe's Companies (LOW) stake by 17% in Q2 2026, selling an estimated $220K and leaving 4,713 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #73.

Strategic Financial Concepts first reported a position in LOW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Strategic Financial Concepts held 4,713 shares of Lowe's Companies worth $1.04M as of Q2 2026.
  • Strategic Financial Concepts sold 970 Lowe's Companies shares in Q2 2026, an estimated $220K.
  • Lowe's Companies made up 0.31% of Strategic Financial Concepts's portfolio in Q2 2026, its #73 holding.
  • Strategic Financial Concepts first reported a position in Lowe's Companies in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's Lowe's Companies position peaked at $1.51M in Q1 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.