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

Summit Financial’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 		$6.74M Buy
28,517
+2,362
+9% +$616K 0.09% 247
2025
Q4 		$6.31M Buy
26,155
+314
+1% +$75.4K 0.09% 221
2025
Q3 		$6.49M Buy
25,841
+11,098
+75% +$2.73M 0.1% 198
2025
Q2 		$3.27M Buy
14,743
+1,072
+8% +$239K 0.07% 217
2025
Q1 		$3.19M Buy
13,671
+3,666
+37% +$902K 0.09% 197
2024
Q4 		$2.47M Sell
10,005
-31
-0.3% -$8.28K 0.09% 186
2024
Q3 		$2.72M Buy
10,036
+912
+10% +$221K 0.11% 150
2024
Q2 		$2.01M Buy
9,124
+3,466
+61% +$791K 0.09% 155
2024
Q1 		$1.44M Sell
5,658
-1,165
-17% -$268K 0.09% 141
2023
Q4 		$1.52M Buy
6,823
+108
+2% +$21.9K 0.1% 126
2023
Q3 		$1.4M Sell
6,715
-273
-4% -$61.4K 0.1% 124
2023
Q2 		$1.58M Buy
6,988
+2,789
+66% +$580K 0.12% 106
2023
Q1 		$840K Buy
4,199
+82
+2% +$16.7K 0.07% 131
2022
Q4 		$820K Sell
4,117
-1,726
-30% -$345K 0.08% 130
2022
Q3 		$1.1M Buy
5,843
+729
+14% +$142K 0.1% 97
2022
Q2 		$893K Sell
5,114
-171
-3% -$33K 0.08% 108
2022
Q1 		$1.07M Buy
5,285
+210
+4% +$48.3K 0.08% 112
2021
Q4 		$1.31M Buy
5,075
+1,292
+34% +$307K 0.1% 88
2021
Q3 		$767K Buy
3,783
+1,943
+106% +$387K 0.07% 96
2021
Q2 		$357K Buy
+1,840
New +$360K 0.04% 116

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

Summit Financial's LOW Position: Q1 2026 in Review

Summit Financial increased its Lowe's Companies (LOW) stake by 9% in Q1 2026, buying an estimated $616K and bringing the position to 28,517 shares worth $6.74M. The position accounts for 0.09% of the portfolio, ranked #247.

Summit Financial first reported a position in LOW in Q2 2021 and has held it in 20 quarters since. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Summit Financial held 28,517 shares of Lowe's Companies worth $6.74M as of Q1 2026.
  • Summit Financial bought 2,362 Lowe's Companies shares in Q1 2026, an estimated $616K.
  • Lowe's Companies made up 0.09% of Summit Financial's portfolio in Q1 2026, its #247 holding.
  • Summit Financial first reported a position in Lowe's Companies in Q2 2021 and has held it in 20 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.