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Garton & Associates Financial Advisors’s Lowe's Companies LOW Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-203
Closed -$49K – 440
2025
Q4 		$49K Buy
+203
New +$48.7K 0.03% 385

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Fidelity Investments
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State Street
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Vanguard Portfolio Management
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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
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Garton & Associates Financial Advisors's LOW Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 203 shares — an estimated $49K sold.

Garton & Associates Financial Advisors first reported a position in LOW in Q4 2025 and held it in 1 quarter. The position peaked at $49K in Q4 2025. 2,696 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 203 Lowe's Companies shares in Q1 2026, an estimated $49K.
  • Garton & Associates Financial Advisors first reported a position in Lowe's Companies in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Lowe's Companies position peaked at $49K in Q4 2025.
  • 2,696 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.