Summit Financial Wealth Advisors, LLC
Position in LOW — Lowes Companies Inc
CIK 1632283
Lafayette, LA
Position in LOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$215,418
-$6,448 QoQ
Shares Held
977
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,284
of 2,642 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $484,512 across 2 Home Improvement Retail names. LOW ranks #2 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
763 | $269,094 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
977 | $215,418 |
All Filings in LOW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,418 | 977 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $221,866 | 939 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $220,902 | 916 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $212,356 | 845 | Shares | Sole | 2025-10-03 | |
| 2021-12-31 | $211,436 | 818 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||