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Guardian Wealth Advisors (North Carolina)’s Lowe's Companies LOW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$885K Sell
4,016
-737
-16% -$167K 0.05% 170
2026
Q1 		$1.12M Sell
4,753
-238
-5% -$62.1K 0.07% 144
2025
Q4 		$1.2M Buy
4,991
+29
+0.6% +$6.96K 0.07% 137
2025
Q3 		$1.25M Buy
4,962
+82
+2% +$20.1K 0.08% 126
2025
Q2 		$1.08M Sell
4,880
-134
-3% -$29.9K 0.08% 130
2025
Q1 		$1.17M Sell
5,014
-146
-3% -$35.9K 0.09% 116
2024
Q4 		$1.27M Buy
5,160
+144
+3% +$38.5K 0.1% 113
2024
Q3 		$1.36M Buy
5,016
+24
+0.5% +$5.81K 0.14% 84
2024
Q2 		$1.1M Buy
4,992
+718
+17% +$164K 0.13% 92
2024
Q1 		$1.09M Sell
4,274
-148
-3% -$34K 0.13% 92
2023
Q4 		$984K Sell
4,422
-140
-3% -$28.4K 0.15% 86
2023
Q3 		$948K Buy
4,562
+113
+3% +$25.4K 0.16% 83
2023
Q2 		$1M Buy
4,449
+231
+5% +$48K 0.17% 76
2023
Q1 		$843K Sell
4,218
-14
-0.3% -$2.84K 0.15% 80
2022
Q4 		$843K Sell
4,232
-28
-0.7% -$5.6K 0.16% 79
2022
Q3 		$800K Sell
4,260
-49
-1% -$9.54K 0.15% 74
2022
Q2 		$753K Buy
4,309
+1,255
+41% +$242K 0.14% 82
2022
Q1 		$617K Sell
3,054
-526
-15% -$121K 0.27% 67
2021
Q4 		$925K Buy
+3,580
New +$851K 0.4% 48

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

Guardian Wealth Advisors (North Carolina)'s LOW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Lowe's Companies (LOW) stake by 16% in Q2 2026, selling an estimated $167K and leaving 4,016 shares worth $885K. The position accounts for 0.05% of the portfolio, ranked #170.

Guardian Wealth Advisors (North Carolina) first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,016 shares of Lowe's Companies worth $885K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 737 Lowe's Companies shares in Q2 2026, an estimated $167K.
  • Lowe's Companies made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #170 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Lowe's Companies position peaked at $1.36M in Q3 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.