Heritage Wealth Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.34M | Sell |
9,885
-62
| -0.6% | -$16.2K | 0.09% | 49 |
|
|
2025
Q4 | $2.4M | Hold |
9,947
| – | – | 0.09% | 58 |
|
|
2025
Q3 | $2.5M | Hold |
9,947
| – | – | 0.11% | 53 |
|
|
2025
Q2 | $2.21M | Sell |
9,947
-17
| -0.2% | -$3.79K | 0.1% | 55 |
|
|
2025
Q1 | $2.32M | Sell |
9,964
-7
| -0.1% | -$1.72K | 0.12% | 52 |
|
|
2024
Q4 | $2.46M | Sell |
9,971
-126
| -1% | -$33.7K | 0.12% | 51 |
|
|
2024
Q3 | $2.73M | Buy |
10,097
+105
| +1% | +$25.4K | 0.13% | 51 |
|
|
2024
Q2 | $2.2M | Sell |
9,992
-1,178
| -11% | -$269K | 0.1% | 55 |
|
|
2024
Q1 | $2.85M | Sell |
11,170
-41
| -0.4% | -$9.43K | 0.13% | 51 |
|
|
2023
Q4 | $2.5M | Sell |
11,211
-1,072
| -9% | -$217K | 0.12% | 53 |
|
|
2023
Q3 | $2.55M | Buy |
12,283
+1,017
| +9% | +$229K | 0.14% | 47 |
|
|
2023
Q2 | $2.54M | Buy |
11,266
+45
| +0.4% | +$9.36K | 0.13% | 50 |
|
|
2023
Q1 | $2.24M | Buy |
11,221
+250
| +2% | +$50.8K | 0.13% | 50 |
|
|
2022
Q4 | $2.19M | Hold |
10,971
| – | – | 0.13% | 54 |
|
|
2022
Q3 | $2.06M | Hold |
10,971
| – | – | 0.15% | 48 |
|
|
2022
Q2 | $1.92M | Buy |
10,971
+1,086
| +11% | +$209K | 0.13% | 52 |
|
|
2022
Q1 | $2M | Hold |
9,885
| – | – | 0.11% | 57 |
|
|
2021
Q4 | $2.56M | Buy |
9,885
+1,667
| +20% | +$396K | 0.14% | 54 |
|
|
2021
Q3 | $1.67M | Buy |
8,218
+300
| +4% | +$59.8K | 0.1% | 63 |
|
|
2021
Q2 | $1.54M | Sell |
7,918
-1,681
| -18% | -$329K | 0.09% | 66 |
|
|
2021
Q1 | $1.83M | Sell |
9,599
-7,870
| -45% | -$1.35M | 0.11% | 61 |
|
|
2020
Q4 | $2.8M | Buy |
17,469
+10,161
| +139% | +$1.65M | 0.18% | 47 |
|
|
2020
Q3 | $1.21M | Hold |
7,308
| – | – | 0.16% | 54 |
|
|
2020
Q2 | $987K | Sell |
7,308
-25
| -0.3% | -$2.85K | 0.14% | 58 |
|
|
2020
Q1 | $631K | Buy |
7,333
+1,183
| +19% | +$129K | 0.11% | 70 |
|
|
2019
Q4 | $737K | Sell |
6,150
-926
| -13% | -$106K | 0.1% | 80 |
|
|
2019
Q3 | $778K | Sell |
7,076
-199
| -3% | -$21K | 0.11% | 75 |
|
|
2019
Q2 | $734K | Buy |
7,275
+2,600
| +56% | +$274K | 0.11% | 74 |
|
|
2019
Q1 | $512K | Hold |
4,675
| – | – | 0.08% | 79 |
|
|
2018
Q4 | $431K | Sell |
4,675
-35
| -0.7% | -$3.38K | 0.08% | 84 |
|
|
2018
Q3 | $540K | Hold |
4,710
| – | – | 0.11% | 75 |
|
|
2018
Q2 | $449K | Hold |
4,710
| – | – | 0.17% | 80 |
|
|
2018
Q1 | $415K | Buy |
4,710
+25
| +0.5% | +$2.37K | 0.17% | 78 |
|
|
2017
Q4 | $434K | Buy |
4,685
+1,400
| +43% | +$116K | 0.19% | 77 |
|
|
2017
Q3 | $264K | Buy |
3,285
+280
| +9% | +$21.4K | 0.13% | 88 |
|
|
2017
Q2 | $234K | Buy |
+3,005
| New | +$246K | 0.12% | 91 |
|
Other funds holding LOW
VCM
VPM
Heritage Wealth Advisors's LOW Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Lowe's Companies (LOW) stake by 0.62% in Q1 2026, selling an estimated $16.2K and leaving 9,885 shares worth $2.34M. The position accounts for 0.09% of the portfolio, ranked #49.
Heritage Wealth Advisors first reported a position in LOW in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.85M in Q1 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.
- Heritage Wealth Advisors held 9,885 shares of Lowe's Companies worth $2.34M as of Q1 2026.
- Heritage Wealth Advisors sold 62 Lowe's Companies shares in Q1 2026, an estimated $16.2K.
- Lowe's Companies made up 0.09% of Heritage Wealth Advisors's portfolio in Q1 2026, its #49 holding.
- Heritage Wealth Advisors first reported a position in Lowe's Companies in Q2 2017 and has held it in 36 quarters since.
- Heritage Wealth Advisors's Lowe's Companies position peaked at $2.85M in Q1 2024.
- 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.