Integrated Wealth Concepts LLC

Position in LOW — Lowes Companies Inc

CIK 1737109 WALTHAM, MA

Position in LOW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,441,252

+$1,217,747 QoQ

Shares Held

24,678

+38.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#607

of 2,642 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $44,210,051 across 4 Home Improvement Retail names. LOW ranks #2 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	109,250	$38,530,290
2	LOW	Lowes Companies Inc This page	24,678	$5,441,252
3	FND	Floor & Decor Holdings, Inc.	3,929	$233,225
4	HVT	Haverty Furniture Companies Inc	207	$5,284

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,441,252	24,678	+38.1%	Shares	Sole	2026-08-12
2026-03-31	$4,223,505	17,875	+12.4%	Shares	Other	2026-05-15
2025-12-31	$3,833,720	15,897	-25.4%	Shares	Other	2026-02-13
2025-09-30	$5,351,897	21,296	+15.0%	Shares	Other	2025-11-14
2025-06-30	$4,107,701	18,514	+7.7%	Shares	Other	2025-08-14
2025-03-31	$4,007,824	17,184	-8.4%	Shares	Other	2025-05-15
2024-12-31	$4,629,721	18,759	+9.0%	Shares	Other	2025-02-14
2024-09-30	$4,661,328	17,210	-2.7%	Shares	Other	2024-11-14
2024-06-30	$3,900,598	17,693	+3.7%	Shares	Other	2024-08-14
2024-03-31	$4,344,674	17,056	+19.8%	Shares	Other	2024-05-15
2023-12-31	$3,169,334	14,241	-11.5%	Shares	Other	2024-02-13
2023-09-30	$3,344,976	16,094	-6.5%	Shares	Other	2023-11-15
2023-06-30	$3,884,748	17,212	+17.0%	Shares	Other	2023-08-15
2023-03-31	$2,942,758	14,716	+15.1%	Shares	Other	2023-05-03
2022-12-31	$2,547,482	12,786	+3.1%	Shares	Other	2023-02-13
2022-09-30	$2,328,656	12,399	+3.1%	Shares	Other	2022-11-14
2022-06-30	$2,101,280	12,030	+4.5%	Shares	Other	2022-08-08
2022-03-31	$2,327,004	11,509	-5.5%	Shares	Other	2022-05-12
2021-12-31	$3,147,769	12,178	-5.0%	Shares	Other	2022-02-15
2021-09-30	$2,600,056	12,817	+32.1%	Shares	Other	2021-11-15
2021-06-30	$1,882,284	9,704	+40.2%	Shares	Other	2021-08-13
2021-03-31	$1,316,806	6,924	+19.9%	Shares	Other	2021-05-13
2020-12-31	$926,945	5,775	+6.0%	Shares	Other	2021-02-12
2020-09-30	$903,605	5,448	-7.7%	Shares	Other	2020-11-13
2020-06-30	$797,343	5,901	+80.5%	Shares	Other	2020-07-30
2020-03-31	$281,297	3,269	—	Shares	Other	2020-05-18
No filing history on record for this holder in this stock.