Beacon Financial Advisory
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Beacon Financial Advisory’s Lowe's Companies LOW Stock Holding History

Beacon Financial Advisory’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$725K Sell
3,934
-8
-0.2% -$1.66K 0.14% 190
2026
Q2 		$869K Sell
3,942
-202
-5% -$45.9K 0.17% 160
2026
Q1 		$979K Buy
4,144
+29
+0.7% +$7.56K 0.22% 120
2025
Q4 		$992K Buy
+4,115
New +$988K 0.23% 114

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Beacon Financial Advisory's LOW Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Lowe's Companies (LOW) stake by 0.2% in Q3 2026, selling an estimated $1.66K and leaving 3,934 shares worth $725K. The position accounts for 0.14% of the portfolio, ranked #190.

Beacon Financial Advisory first reported a position in LOW in Q4 2025 and has held it in 4 quarters since. The position peaked at $992K in Q4 2025. 2,195 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Beacon Financial Advisory held 3,934 shares of Lowe's Companies worth $725K as of Q3 2026.
  • Beacon Financial Advisory sold 8 Lowe's Companies shares in Q3 2026, an estimated $1.66K.
  • Lowe's Companies made up 0.14% of Beacon Financial Advisory's portfolio in Q3 2026, its #190 holding.
  • Beacon Financial Advisory first reported a position in Lowe's Companies in Q4 2025 and has held it in 4 quarters since.
  • Beacon Financial Advisory's Lowe's Companies position peaked at $992K in Q4 2025.
  • 2,195 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.