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Summit Asset Management’s Lowe's Companies LOW Stock Holding History

Summit Asset 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 		$265K Hold
1,200
– – 0.03% 161
2026
Q1 		$284K Buy
1,200
+266
+28% +$69.4K 0.04% 150
2025
Q4 		$225K Buy
934
+100
+12% +$24K 0.03% 163
2025
Q3 		$210K Buy
+834
New +$205K 0.03% 165
2024
Q4 		– Sell
-757
Closed -$205K – 168
2024
Q3 		$205K Buy
+757
New +$183K 0.04% 162

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

Summit Asset Management's LOW Position: Q2 2026 in Review

Summit Asset Management held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,200 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #161.

Summit Asset Management first reported a position in LOW in Q3 2024 and has held it in 5 quarters since. The position peaked at $284K in Q1 2026. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Summit Asset Management held 1,200 shares of Lowe's Companies worth $265K as of Q2 2026.
  • Summit Asset Management left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.03% of Summit Asset Management's portfolio in Q2 2026, its #161 holding.
  • Summit Asset Management first reported a position in Lowe's Companies in Q3 2024 and has held it in 5 quarters since.
  • Summit Asset Management's Lowe's Companies position peaked at $284K in Q1 2026.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.