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Sunburst Financial Group’s Lowe's Companies LOW Stock Holding History

Sunburst Financial 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
2026
Q2 		$207K Sell
939
-191
-17% -$43.4K 0.03% 132
2026
Q1 		$267K Sell
1,130
-170
-13% -$44.3K 0.05% 108
2025
Q4 		$314K Buy
1,300
+44
+4% +$10.6K 0.06% 94
2025
Q3 		$316K Sell
1,256
-90
-7% -$22.1K 0.07% 97
2025
Q2 		$299K Buy
1,346
+25
+2% +$5.58K 0.07% 96
2025
Q1 		$308K Buy
1,321
+146
+12% +$35.9K 0.08% 84
2024
Q4 		$290K Buy
1,175
+43
+4% +$11.5K 0.07% 87
2024
Q3 		$307K Sell
1,132
-10
-0.9% -$2.42K 0.08% 90
2024
Q2 		$252K Buy
1,142
+11
+1% +$2.51K 0.07% 96
2024
Q1 		$282K Buy
1,131
+218
+24% +$50.1K 0.08% 88
2023
Q4 		$203K Buy
+913
New +$185K 0.06% 100

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

Sunburst Financial Group's LOW Position: Q2 2026 in Review

Sunburst Financial Group reduced its Lowe's Companies (LOW) stake by 17% in Q2 2026, selling an estimated $43.4K and leaving 939 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #132.

Sunburst Financial Group first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $316K in Q3 2025. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Sunburst Financial Group held 939 shares of Lowe's Companies worth $207K as of Q2 2026.
  • Sunburst Financial Group sold 191 Lowe's Companies shares in Q2 2026, an estimated $43.4K.
  • Lowe's Companies made up 0.03% of Sunburst Financial Group's portfolio in Q2 2026, its #132 holding.
  • Sunburst Financial Group first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Sunburst Financial Group's Lowe's Companies position peaked at $316K in Q3 2025.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.