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Summit Wealth Partners’s Lowe's Companies LOW Stock Holding History

Summit Wealth Partners’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 		$206K Buy
+933
New +$212K 0.03% 277

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 Partners's LOW Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in Lowe's Companies (LOW) in Q2 2026: 933 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings.

2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Summit Wealth Partners held 933 shares of Lowe's Companies worth $206K as of Q2 2026.
  • Lowe's Companies was a new Summit Wealth Partners position in Q2 2026.
  • Lowe's Companies made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #277 holding.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.