Summit Financial, LLC

Position in LOW — Lowes Companies Inc

CIK 1765536 PARSIPPANY, NJ

Position in LOW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,617,566

-$120,430 QoQ

Shares Held

30,013

+5.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#555

of 2,639 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $19,718,125 across 3 Home Improvement Retail names. LOW ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	36,251	$12,785,002
2	LOW	Lowes Companies Inc This page	30,013	$6,617,566
3	FND	Floor & Decor Holdings, Inc.	5,316	$315,557

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,617,566	30,013	+5.2%	Shares	Sole	2026-08-12
2026-03-31	$6,737,996	28,517	+9.0%	Shares	Sole	2026-05-15
2025-12-31	$6,307,539	26,155	+1.2%	Shares	Sole	2026-02-13
2025-09-30	$6,494,101	25,841	+75.3%	Shares	Sole	2025-11-14
2025-06-30	$3,271,029	14,743	+7.8%	Shares	Sole	2025-08-13
2025-03-31	$3,188,487	13,671	+36.6%	Shares	Sole	2025-05-14
2024-12-31	$2,469,234	10,005	-0.3%	Shares	Sole	2025-02-12
2024-09-30	$2,718,250	10,036	+10.0%	Shares	Sole	2024-11-12
2024-06-30	$2,011,477	9,124	+61.3%	Shares	Sole	2024-07-31
2024-03-31	$1,441,262	5,658	-17.1%	Shares	Sole	2024-04-24
2023-12-31	$1,518,458	6,823	+1.6%	Shares	Sole	2024-02-06
2023-09-30	$1,395,645	6,715	-3.9%	Shares	Sole	2023-11-07
2023-06-30	$1,577,191	6,988	+66.4%	Shares	Sole	2023-08-11
2023-03-31	$839,674	4,199	+2.0%	Shares	Sole	2023-05-03
2022-12-31	$820,271	4,117	-29.5%	Shares	Sole	2023-02-07
2022-09-30	$1,097,373	5,843	+14.3%	Shares	Sole	2022-11-15
2022-06-30	$893,262	5,114	-3.2%	Shares	Sole	2022-08-12
2022-03-31	$1,068,574	5,285	+4.1%	Shares	Sole	2022-05-10
2021-12-31	$1,311,786	5,075	+34.2%	Shares	Sole	2022-02-07
2021-09-30	$767,419	3,783	+105.6%	Shares	Sole	2021-11-08
2021-06-30	$356,904	1,840	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.