Position in LOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,301,111
+$969,611 QoQ
Shares Held
5,901
+320.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,180
of 2,642 holders
Holding Since
Sep 2025
3 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 WEALTH GROUP LLC / CO holds $2,299,548 across 2 Home Improvement Retail names. LOW ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
5,901 | $1,301,111 | |
| 2 | HD |
Home Depot, Inc.
|
2,831 | $998,437 |
All Filings in LOW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,301,111 | 5,901 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $331,500 | 1,403 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $1,170,853 | 4,659 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||