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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Financial Advisory's LOW Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Lowe's Companies (LOW) stake by 4.9% in Q2 2026, selling an estimated $45.9K and leaving 3,942 shares worth $869K. The position accounts for 0.17% of the portfolio, ranked #160.

Beacon Financial Advisory first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $992K in Q4 2025. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Beacon Financial Advisory held 3,942 shares of Lowe's Companies worth $869K as of Q2 2026.
  • Beacon Financial Advisory sold 202 Lowe's Companies shares in Q2 2026, an estimated $45.9K.
  • Lowe's Companies made up 0.17% of Beacon Financial Advisory's portfolio in Q2 2026, its #160 holding.
  • Beacon Financial Advisory first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Advisory's Lowe's Companies position peaked at $992K in Q4 2025.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.