Old North State Wealth Management’s Lowe's Companies LOW Stock Holding History

Old North State Wealth Management’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	$259K	Buy	1,173 +1	+0.1%	+$227	0.11%	99
2026 Q1	$277K	Buy	1,172 +2	+0.2%	+$522	0.13%	100
2025 Q4	$283K	Buy	1,170 +3	+0.3%	+$720	0.13%	100
2025 Q3	$294K	Sell	1,167 -99	-8%	-$24.3K	0.14%	103
2025 Q2	$281K	Buy	1,266 +150	+13%	+$33.5K	0.15%	100
2025 Q1	$261K	Buy	1,116 +1	+0.1%	+$246	0.15%	94
2024 Q4	$276K	Hold	1,115	–	–	0.16%	92
2024 Q3	$302K	Buy	1,115 +3	+0.3%	+$727	0.17%	85
2024 Q2	$246K	Sell	1,112 -24	-2%	-$5.47K	0.16%	86
2024 Q1	$290K	Buy	1,136 +86	+8%	+$19.8K	0.19%	71
2023 Q4	$234K	Buy	1,050 +57	+6%	+$11.6K	0.17%	76
2023 Q3	$207K	Buy	993 +1	+0.1%	+$225	0.18%	71
2023 Q2	$224K	Buy	+992	New	+$206K	0.2%	66
2022 Q1	–	Sell	-985	Closed	-$255K	–	62
2021 Q4	$255K	Buy	+985	New	+$234K	0.26%	49

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Old North State Wealth Management's LOW Position: Q2 2026 in Review

Old North State Wealth Management increased its Lowe's Companies (LOW) stake by 0.09% in Q2 2026, buying an estimated $227 and bringing the position to 1,173 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #99.

Old North State Wealth Management first reported a position in LOW in Q4 2021 and has held it in 14 quarters since. The position peaked at $302K in Q3 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Old North State Wealth Management held 1,173 shares of Lowe's Companies worth $259K as of Q2 2026.
Old North State Wealth Management bought 1 Lowe's Companies share in Q2 2026, an estimated $227.
Lowe's Companies made up 0.11% of Old North State Wealth Management's portfolio in Q2 2026, its #99 holding.
Old North State Wealth Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 14 quarters since.
Old North State Wealth Management's Lowe's Companies position peaked at $302K in Q3 2024.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.