Concord Wealth Partners

Position in LOW — Lowes Companies Inc

CIK 1814214 ABINGDON, VA

Position in LOW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$639,200

-$15,531 QoQ

Shares Held

2,899

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,530

of 2,642 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Concord Wealth Partners holds $4,039,355 across 3 Home Improvement Retail names. LOW ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	9,633	$3,397,366
2	LOW	Lowes Companies Inc This page	2,899	$639,200
3	FND	Floor & Decor Holdings, Inc.	47	$2,789

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,200	2,899	+4.6%	Shares	Sole	2026-07-27
2026-03-31	$654,731	2,771	-11.9%	Shares	Sole	2026-05-01
2025-12-31	$758,207	3,144	-3.2%	Shares	Sole	2026-01-29
2025-09-30	$816,003	3,247	-2.7%	Shares	Sole	2025-11-05
2025-06-30	$740,602	3,338	-5.5%	Shares	Sole	2025-07-25
2025-03-31	$824,001	3,533	-53.4%	Shares	Sole	2025-05-02
2024-12-31	$1,869,756	7,576	+1.1%	Shares	Sole	2025-01-24
2024-09-30	$2,028,937	7,491	+1.3%	Shares	Sole	2024-10-24
2024-06-30	$1,630,522	7,396	+3.8%	Shares	Sole	2024-07-31
2024-03-31	$1,814,696	7,124	+40.9%	Shares	Sole	2024-04-30
2023-12-31	$1,124,990	5,055	+48.0%	Shares	Sole	2024-04-30
2023-09-30	$709,981	3,416	-9.0%	Shares	Sole	2024-04-30
2023-06-30	$847,277	3,754	+5.4%	Shares	Sole	2023-08-08
2023-03-31	$711,893	3,560	-14.0%	Shares	Sole	2023-04-26
2022-12-31	$825,052	4,141	-25.7%	Shares	Sole	2023-01-30
2022-09-30	$1,047,040	5,575	-5.6%	Shares	Sole	2022-11-10
2022-06-30	$1,031,775	5,907	+8.9%	Shares	Sole	2022-08-04
2022-03-31	$1,096,678	5,424	+1.6%	Shares	Sole	2022-04-20
2021-12-31	$1,379,766	5,338	+75.6%	Shares	Sole	2022-01-21
2021-09-30	$616,694	3,040	-35.4%	Shares	Sole	2021-11-09
2021-06-30	$912,628	4,705	+9.0%	Shares	Sole	2021-07-29
2021-03-31	$821,197	4,318	+44.4%	Shares	Sole	2021-05-13
2020-12-31	$479,924	2,990	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.