Summit Trail Advisors, LLC

Position in LOW — Lowes Companies Inc

CIK 1698478 NEW YORK, NY

Position in LOW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,267,804

-$1,348,335 QoQ

Shares Held

19,356

-18.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#688

of 2,639 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $18,578,604 across 3 Home Improvement Retail names. LOW ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	35,498	$12,519,434
2	LOW	Lowes Companies Inc This page	19,356	$4,267,804
3	FND	Floor & Decor Holdings, Inc.	30,178	$1,791,366

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,267,804	19,356	-18.6%	Shares	Sole	2026-08-11
2026-03-31	$5,616,139	23,769	+24.4%	Shares	Sole	2026-05-12
2025-12-31	$4,608,085	19,108	+1.2%	Shares	Sole	2026-02-17
2025-09-30	$4,746,743	18,888	+35.9%	Shares	Sole	2025-11-14
2025-06-30	$3,082,661	13,894	+7.4%	Shares	Sole	2025-08-14
2024-09-30	$3,503,173	12,934	+27.2%	Shares	Sole	2024-11-12
2024-06-30	$2,242,298	10,171	+38.5%	Shares	Sole	2024-08-13
2024-03-31	$1,870,737	7,344	+11.1%	Shares	Sole	2024-04-23
2023-12-31	$1,470,610	6,608	+2.2%	Shares	Sole	2024-02-06
2023-09-30	$1,343,685	6,465	+8.8%	Shares	Sole	2023-10-30
2023-06-30	$1,341,560	5,944	+41.9%	Shares	Sole	2023-07-25
2023-03-31	$837,674	4,189	+33.2%	Shares	Sole	2023-05-04
2022-12-31	$626,609	3,145	-3.3%	Shares	Sole	2023-02-07
2022-09-30	$610,945	3,253	+6.4%	Shares	Sole	2022-11-10
2022-06-30	$533,791	3,056	+0.2%	Shares	Sole	2022-08-09
2022-03-31	$616,477	3,049	+37.2%	Shares	Sole	2022-05-16
2021-12-31	$574,342	2,222	+26.8%	Shares	Sole	2022-02-11
2021-09-30	$355,613	1,753	+15.8%	Shares	Sole	2021-11-16
2021-06-30	$293,670	1,514	+1.0%	Shares	Sole	2021-08-16
2021-03-31	$285,079	1,499	-42.4%	Shares	Sole	2021-05-17
2020-09-30	$431,899	2,604	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.