STA
LOW icon

Summit Trail Advisors’s Lowe's Companies LOW Stock Holding History

Summit Trail 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
Q1 		$5.62M Buy
23,769
+4,661
+24% +$1.22M 0.08% 147
2025
Q4 		$4.61M Buy
19,108
+220
+1% +$52.8K 0.08% 141
2025
Q3 		$4.75M Buy
18,888
+4,994
+36% +$1.23M 0.07% 150
2025
Q2 		$3.08M Buy
+13,894
New +$3.1M 0.05% 179
2024
Q4 		– Sell
-12,934
Closed -$3.5M – 607
2024
Q3 		$3.5M Buy
12,934
+2,763
+27% +$669K 0.09% 106
2024
Q2 		$2.24M Buy
10,171
+2,827
+38% +$645K 0.06% 133
2024
Q1 		$1.87M Buy
7,344
+736
+11% +$169K 0.05% 137
2023
Q4 		$1.47M Buy
6,608
+143
+2% +$29K 0.05% 128
2023
Q3 		$1.34M Buy
6,465
+521
+9% +$117K 0.05% 127
2023
Q2 		$1.34M Buy
5,944
+1,755
+42% +$365K 0.05% 134
2023
Q1 		$838K Buy
4,189
+1,044
+33% +$212K 0.03% 150
2022
Q4 		$627K Sell
3,145
-108
-3% -$21.6K 0.03% 153
2022
Q3 		$611K Buy
3,253
+197
+6% +$38.4K 0.03% 146
2022
Q2 		$534K Buy
3,056
+7
+0.2% +$1.35K 0.03% 173
2022
Q1 		$616K Buy
3,049
+827
+37% +$190K 0.05% 141
2021
Q4 		$574K Buy
2,222
+469
+27% +$111K 0.04% 168
2021
Q3 		$356K Buy
1,753
+239
+16% +$47.6K 0.03% 188
2021
Q2 		$294K Buy
1,514
+15
+1% +$2.94K 0.03% 176
2021
Q1 		$285K Buy
+1,499
New +$257K 0.03% 159
2020
Q4 		– Sell
-2,604
Closed -$411K – 232
2020
Q3 		$411K Buy
+2,604
New +$401K 0.08% 122
2018
Q2 		– Sell
-5,790
Closed -$431K – 577
2018
Q1 		$431K Buy
5,790
+577
+11% +$54.6K 0.07% 228
2017
Q4 		$548K Buy
+5,213
New +$431K 0.07% 219

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 Trail Advisors's LOW Position: Q1 2026 in Review

Summit Trail Advisors increased its Lowe's Companies (LOW) stake by 24% in Q1 2026, buying an estimated $1.22M and bringing the position to 23,769 shares worth $5.62M. The position accounts for 0.08% of the portfolio, ranked #147.

Summit Trail Advisors first reported a position in LOW in Q4 2017 and has held it in 22 quarters since. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Summit Trail Advisors held 23,769 shares of Lowe's Companies worth $5.62M as of Q1 2026.
  • Summit Trail Advisors bought 4,661 Lowe's Companies shares in Q1 2026, an estimated $1.22M.
  • Lowe's Companies made up 0.08% of Summit Trail Advisors's portfolio in Q1 2026, its #147 holding.
  • Summit Trail Advisors first reported a position in Lowe's Companies in Q4 2017 and has held it in 22 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.