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Summit Wealth Group (Colorado)’s Lowe's Companies LOW Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.3M Buy
5,901
+4,498
+321% +$1.02M 0.11% 109
2026
Q1 		$331K Buy
+1,403
New +$366K 0.03% 240
2025
Q4 		– Sell
-4,659
Closed -$968K – 463
2025
Q3 		$968K Buy
+4,659
New +$1.14M 0.1% 170

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 Wealth Group (Colorado)'s LOW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Lowe's Companies (LOW) stake by 321% in Q2 2026, buying an estimated $1.02M and bringing the position to 5,901 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #109.

Summit Wealth Group (Colorado) first reported a position in LOW in Q3 2025 and has held it in 3 quarters since. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,901 shares of Lowe's Companies worth $1.3M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 4,498 Lowe's Companies shares in Q2 2026, an estimated $1.02M.
  • Lowe's Companies made up 0.11% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #109 holding.
  • Summit Wealth Group (Colorado) first reported a position in Lowe's Companies in Q3 2025 and has held it in 3 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.