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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
Q2 		$4.27M Sell
19,356
-4,413
-19% -$1M 0.05% 224
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Trail Advisors's LOW Position: Q2 2026 in Review

Summit Trail Advisors reduced its Lowe's Companies (LOW) stake by 19% in Q2 2026, selling an estimated $1M and leaving 19,356 shares worth $4.27M. The position accounts for 0.05% of the portfolio, ranked #224.

Summit Trail Advisors first reported a position in LOW in Q4 2017 and has held it in 23 quarters since. The position peaked at $5.62M in Q1 2026. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Summit Trail Advisors held 19,356 shares of Lowe's Companies worth $4.27M as of Q2 2026.
  • Summit Trail Advisors sold 4,413 Lowe's Companies shares in Q2 2026, an estimated $1M.
  • Lowe's Companies made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #224 holding.
  • Summit Trail Advisors first reported a position in Lowe's Companies in Q4 2017 and has held it in 23 quarters since.
  • Summit Trail Advisors's Lowe's Companies position peaked at $5.62M in Q1 2026.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.