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Summit Securities Group’s Lowe's Companies LOW Stock Holding History

Summit Securities Group’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
2013
Q4 		– Sell
-155
Closed -$1K – 565
2013
Q3 		$1K Buy
+155
New +$7.04K ﹤0.01% 376

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 Securities Group's LOW Position: Q1 2026 in Review

Summit Securities Group reduced its Lowe's Companies (LOW) stake by 89% in Q1 2026, selling an estimated $193K and leaving 92 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Summit Securities Group first reported a position in LOW in Q3 2013 and has held it in 27 quarters since. The position peaked at $2.63M in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Summit Securities Group held 92 shares of Lowe's Companies worth $21.7K as of Q1 2026.
  • Summit Securities Group sold 740 Lowe's Companies shares in Q1 2026, an estimated $193K.
  • Lowe's Companies made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #506 holding.
  • Summit Securities Group first reported a position in Lowe's Companies in Q3 2013 and has held it in 27 quarters since.
  • Summit Securities Group's Lowe's Companies position peaked at $2.63M in Q4 2021.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.