Summit Financial Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Summit Financial Wealth Advisors’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	$215K	Buy	977 +38	+4%	+$8.63K	0.03%	211
2026 Q1	$222K	Buy	939 +23	+3%	+$6K	0.03%	181
2025 Q4	$221K	Buy	916 +71	+8%	+$17K	0.03%	182
2025 Q3	$210K	Buy	+845	New	+$208K	0.03%	174
2022 Q1	–	Sell	-818	Closed	-$213K	–	143
2021 Q4	$213K	Buy	+818	New	+$194K	0.04%	129

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

Summit Financial Wealth Advisors's LOW Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Lowe's Companies (LOW) stake by 4% in Q2 2026, buying an estimated $8.63K and bringing the position to 977 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #211.

Summit Financial Wealth Advisors first reported a position in LOW in Q4 2021 and has held it in 5 quarters since. The position peaked at $222K in Q1 2026. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Summit Financial Wealth Advisors held 977 shares of Lowe's Companies worth $215K as of Q2 2026.
Summit Financial Wealth Advisors bought 38 Lowe's Companies shares in Q2 2026, an estimated $8.63K.
Lowe's Companies made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Summit Financial Wealth Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 5 quarters since.
Summit Financial Wealth Advisors's Lowe's Companies position peaked at $222K in Q1 2026.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.