Integrated Wealth Concepts LLC reports 12.44% increase in ownership of LOW / Lowe's Companies, Inc.

Lowe's Companies, Inc.

US ˙ NYSE ˙ US5486611073

Security	LOW / Lowe's Companies, Inc.
Institution	Integrated Wealth Concepts LLC
Latest Disclosed Ownership	17,875 shares
Latest Disclosed Value	$ 4,223,407

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 17,875 shares of Lowe's Companies, Inc. (US:LOW) valued at $4,223,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,897 shares of Lowe's Companies, Inc.. This represents a change in shares of 12.44% during the quarter. The current value of the position is $3,711,744 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	LOWES COMPANIES	Common Stock	548661107	17,875	1,978	12.44	4,223	10.17	0.0337
2026-02-13	2025-12-31	13F	LOWES COMPANIES	Common Stock	548661107	15,897	-5,399	-25.35	3,834	-28.37	0.0455
2025-11-14	2025-09-30	13F	LOWES COMPANIES	Common Stock	548661107	21,296	2,782	15.03	5,352	30.29	0.0479
2025-08-14	2025-06-30	13F	LOWES COMPANIES	Common Stock	548661107	18,514	1,330	7.74	4,108	2.50	0.0412
2025-05-15	2025-03-31	13F	LOWES COMPANIES	Common Stock	548661107	17,184	-1,575	-8.40	4,008	-13.44	0.0467
2025-02-14	2024-12-31	13F	LOWES COMPANIES	Common Stock	548661107	18,759	1,549	9.00	4,630	-0.69	0.0538
2024-11-14	2024-09-30	13F	LOWES COMPANIES	Common Stock	548661107	17,210	-483	-2.73	4,661	19.51	0.0568
2024-08-14	2024-06-30	13F	LOWES COMPANIES	Common Stock	548661107	17,693	637	3.73	3,900	-10.24	0.0533
2024-05-15	2024-03-31	13F	LOWES COMPANIES	Common Stock	548661107	17,056	2,815	19.77	4,346	37.11	0.0630
2024-02-13	2023-12-31	13F	LOWES COMPANIES	Common Stock	548661107	14,241	-1,853	-11.51	3,169	-5.26	0.0519
2023-11-15	2023-09-30	13F	LOWES COMPANIES	Common Stock	548661107	16,094	-1,118	-6.50	3,345	-13.88	0.0590
2023-08-15	2023-06-30	13F	LOWES COMPANIES	Common Stock	548661107	17,212	2,496	16.96	3,885	194,100.00	0.0666
2023-05-03	2023-03-31	13F	LOWES COMPANIES	Common Stock	548661107	14,716	1,930	15.09	3	0.00	0.0607
2023-02-13	2022-12-31	13F	LOWES COMPANIES	Common Stock	548661107	12,786	387	3.12	3	-99.91	0.0692
2022-11-14	2022-09-30	13F	LOWES COMPANIES	Common Stock	548661107	12,399	369	3.07	2,329	10.85	0.0744
2022-08-08	2022-06-30	13F	LOWES COMPANIES	Common Stock	548661107	12,030	521	4.53	2,101	-9.71	0.0654
2022-05-12	2022-03-31	13F	LOWES COMPANIES	Common Stock	548661107	11,509	-669	-5.49	2,327	-26.08	0.0711
2022-02-15	2021-12-31	13F	LOWES COMPANIES	Common Stock	548661107	12,178	-639	-4.99	3,148	21.08	0.0936
2021-11-15	2021-09-30	13F	LOWES COMPANIES	Common Stock	548661107	12,817	3,113	32.08	2,600	38.15	0.0846
2021-08-13	2021-06-30	13F	LOWES COMPANIES	Common Stock	548661107	9,704	2,780	40.15	1,882	42.90	0.0667
2021-05-13	2021-03-31	13F	LOWES COMPANIES	Common Stock	548661107	6,924	1,149	19.90	1,317	42.07	0.0541
2021-02-12	2020-12-31	13F	LOWES COMPANIES	Common Stock	548661107	5,775	327	6.00	927	2.54	0.0439
2020-11-13	2020-09-30	13F	LOWES COMPANIES	Common Stock	548661107	5,448	-453	-7.68	904	13.43	0.0557
2020-07-30	2020-06-30	13F	LOWES COMPANIES	Common Stock	548661107	5,901	2,632	80.51	797	183.63	0.0573
2020-05-18	2020-03-31	13F	LOWES COMPANIES	Common Stock	548661107	3,269	167	5.38	281	-24.46	0.0260
2020-02-20	2019-12-31	13F	LOWES COMPANIES	Common Stock	548661107	3,102	-246	-7.35	372	1.09	0.0314
2019-11-15	2019-09-30	13F	LOWES COMPANIES	Common Stock	548661107	3,348	-25	-0.74	368	6.05	0.0414
2019-08-15	2019-06-30	13F	LOWES COMPANIES	Common Stock	548661107	3,373	166	5.18	347	-1.14	0.0455
2019-05-15	2019-03-31	13F	LOWES COMPANIES	Common Stock	548661107	3,207	3,207		351		0.0594

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.