SGI
LOW icon

Summit Global Investments’s Lowe's Companies LOW Stock Holding History

Summit Global Investments’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 		$473K Sell
2,002
-573
-22% -$149K 0.03% 338
2025
Q4 		$621K Buy
+2,575
New +$618K 0.04% 274
2025
Q1 		– Sell
-1,723
Closed -$425K – 519
2024
Q4 		$425K Sell
1,723
-44
-2% -$11.8K 0.03% 387
2024
Q3 		$479K Buy
1,767
+1
+0.1% +$242 0.03% 365
2024
Q2 		$389K Sell
1,766
-29
-2% -$6.62K 0.03% 388
2024
Q1 		$457K Sell
1,795
-893
-33% -$205K 0.03% 340
2023
Q4 		$598K Buy
2,688
+1,113
+71% +$226K 0.04% 316
2023
Q3 		$342K Sell
1,575
-1,333
-46% -$300K 0.02% 405
2023
Q2 		$656K Buy
+2,908
New +$605K 0.04% 292
2019
Q3 		– Sell
-13,962
Closed -$1.41M – 282
2019
Q2 		$1.41M Sell
13,962
-18
-0.1% -$1.9K 0.18% 99
2019
Q1 		$1.53M Buy
13,980
+315
+2% +$31.4K 0.2% 101
2018
Q4 		$1.26M Buy
13,665
+1,000
+8% +$96.4K 0.2% 94
2018
Q3 		$1.45M Sell
12,665
-5
-0% -$521 0.2% 86
2018
Q2 		$1.21M Buy
12,670
+5,280
+71% +$478K 0.18% 88
2018
Q1 		$648K Buy
7,390
+1,441
+24% +$136K 0.1% 123
2017
Q4 		$553K Buy
+5,949
New +$492K 0.09% 185
2017
Q3 		– Sell
-18,325
Closed -$1.42M – 241
2017
Q2 		$1.42M Buy
+18,325
New +$1.5M 0.43% 58

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 Global Investments's LOW Position: Q1 2026 in Review

Summit Global Investments reduced its Lowe's Companies (LOW) stake by 22% in Q1 2026, selling an estimated $149K and leaving 2,002 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #338.

Summit Global Investments first reported a position in LOW in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.53M in Q1 2019. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Summit Global Investments held 2,002 shares of Lowe's Companies worth $473K as of Q1 2026.
  • Summit Global Investments sold 573 Lowe's Companies shares in Q1 2026, an estimated $149K.
  • Lowe's Companies made up 0.03% of Summit Global Investments's portfolio in Q1 2026, its #338 holding.
  • Summit Global Investments first reported a position in Lowe's Companies in Q2 2017 and has held it in 17 quarters since.
  • Summit Global Investments's Lowe's Companies position peaked at $1.53M in Q1 2019.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.