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Stone Summit Wealth’s Lowe's Companies LOW Stock Holding History

Stone Summit Wealth’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 		$2.66M Sell
11,258
-189
-2% -$49.3K 0.74% 42
2025
Q4 		$2.76M Sell
11,447
-181
-2% -$43.5K 0.75% 41
2025
Q3 		$2.92M Sell
11,628
-704
-6% -$173K 0.83% 40
2025
Q2 		$2.74M Sell
12,332
-180
-1% -$40.2K 0.85% 42
2025
Q1 		$2.92M Sell
12,512
-155
-1% -$38.1K 0.99% 34
2024
Q4 		$3.13M Sell
12,667
-284
-2% -$75.8K 1.05% 31
2024
Q3 		$3.51M Sell
12,951
-95
-0.7% -$23K 1.13% 29
2024
Q2 		$2.88M Sell
13,046
-159
-1% -$36.3K 1.03% 32
2024
Q1 		$3.36M Sell
13,205
-2,561
-16% -$589K 1.17% 26
2023
Q4 		$3.51M Sell
15,766
-645
-4% -$131K 1.35% 19
2023
Q3 		$3.41M Sell
16,411
-160
-1% -$36K 1.46% 16
2023
Q2 		$3.74M Buy
16,571
+492
+3% +$102K 1.55% 13
2023
Q1 		$3.22M Sell
16,079
-718
-4% -$146K 1.43% 17
2022
Q4 		$3.35M Buy
16,797
+170
+1% +$34K 1.64% 12
2022
Q3 		$3.12M Buy
16,627
+685
+4% +$133K 1.92% 10
2022
Q2 		$2.78M Buy
15,942
+1,929
+14% +$372K 1.66% 14
2022
Q1 		$2.82M Buy
14,013
+2,709
+24% +$623K 1.58% 16
2021
Q4 		$2.92M Buy
+11,304
New +$2.69M 2.37% 8

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stone Summit Wealth's LOW Position: Q1 2026 in Review

Stone Summit Wealth reduced its Lowe's Companies (LOW) stake by 1.7% in Q1 2026, selling an estimated $49.3K and leaving 11,258 shares worth $2.66M. The position accounts for 0.74% of the portfolio, ranked #42.

Stone Summit Wealth first reported a position in LOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.74M in Q2 2023. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Stone Summit Wealth held 11,258 shares of Lowe's Companies worth $2.66M as of Q1 2026.
  • Stone Summit Wealth sold 189 Lowe's Companies shares in Q1 2026, an estimated $49.3K.
  • Lowe's Companies made up 0.74% of Stone Summit Wealth's portfolio in Q1 2026, its #42 holding.
  • Stone Summit Wealth first reported a position in Lowe's Companies in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Lowe's Companies position peaked at $3.74M in Q2 2023.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.