Position in LOW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,426,712
-$233,328 QoQ
Shares Held
11,006
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#896
of 2,639 holders
Holding Since
Dec 2021
19 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, 2026Stone Summit Wealth LLC holds $4,092,066 across 2 Home Improvement Retail names. LOW ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
11,006 | $2,426,712 | |
| 2 | HD |
Home Depot, Inc.
|
4,722 | $1,665,354 |
All Filings in LOW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,426,712 | 11,006 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,660,040 | 11,258 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,760,558 | 11,447 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,922,232 | 11,628 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,736,100 | 12,332 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,918,173 | 12,512 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,126,215 | 12,667 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,507,778 | 12,951 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,876,121 | 13,046 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,363,709 | 13,205 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,508,723 | 15,766 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,410,862 | 16,411 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,740,074 | 16,571 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,215,317 | 16,079 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,346,634 | 16,797 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,122,716 | 16,627 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,784,589 | 15,942 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,833,288 | 14,013 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,921,857 | 11,304 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||