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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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Financial Advisory's LOW Position: Q1 2026 in Review

Beacon Financial Advisory increased its Lowe's Companies (LOW) stake by 0.7% in Q1 2026, buying an estimated $7.56K and bringing the position to 4,144 shares worth $979K. The position accounts for 0.22% of the portfolio, ranked #120.

Beacon Financial Advisory first reported a position in LOW in Q4 2025 and has held it in 2 quarters since. The position peaked at $992K in Q4 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Beacon Financial Advisory held 4,144 shares of Lowe's Companies worth $979K as of Q1 2026.
  • Beacon Financial Advisory bought 29 Lowe's Companies shares in Q1 2026, an estimated $7.56K.
  • Lowe's Companies made up 0.22% of Beacon Financial Advisory's portfolio in Q1 2026, its #120 holding.
  • Beacon Financial Advisory first reported a position in Lowe's Companies in Q4 2025 and has held it in 2 quarters since.
  • Beacon Financial Advisory's Lowe's Companies position peaked at $992K in Q4 2025.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.