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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
Q3 		$1.82M Sell
9,888
-1,118
-10% -$232K 0.49% 57
2026
Q2 		$2.43M Sell
11,006
-252
-2% -$57.2K 0.62% 49
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

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Stone Summit Wealth's LOW Position: Q3 2026 in Review

Stone Summit Wealth reduced its Lowe's Companies (LOW) stake by 10% in Q3 2026, selling an estimated $232K and leaving 9,888 shares worth $1.82M. The position accounts for 0.49% of the portfolio, ranked #57.

Stone Summit Wealth first reported a position in LOW in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.74M in Q2 2023. 504 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Stone Summit Wealth held 9,888 shares of Lowe's Companies worth $1.82M as of Q3 2026.
  • Stone Summit Wealth sold 1,118 Lowe's Companies shares in Q3 2026, an estimated $232K.
  • Lowe's Companies made up 0.49% of Stone Summit Wealth's portfolio in Q3 2026, its #57 holding.
  • Stone Summit Wealth first reported a position in Lowe's Companies in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Lowe's Companies position peaked at $3.74M in Q2 2023.
  • 504 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.