BFG
LOW icon

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

Beacon Financial Group’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 		$532K Sell
2,414
-454
-16% -$103K 0.05% 233
2026
Q1 		$678K Buy
2,868
+104
+4% +$27.1K 0.07% 202
2025
Q4 		$667K Buy
2,764
+87
+3% +$20.9K 0.07% 199
2025
Q3 		$673K Buy
2,677
+83
+3% +$20.4K 0.07% 200
2025
Q2 		$576K Sell
2,594
-3,199
-55% -$714K 0.06% 213
2025
Q1 		$1.35M Sell
5,793
-707
-11% -$174K 0.15% 136
2024
Q4 		$1.6M Sell
6,500
-62
-0.9% -$16.6K 0.17% 130
2024
Q3 		$1.78M Sell
6,562
-133
-2% -$32.2K 0.19% 123
2024
Q2 		$1.48M Sell
6,695
-246
-4% -$56.1K 0.17% 132
2024
Q1 		$1.77M Sell
6,941
-224
-3% -$51.5K 0.2% 118
2023
Q4 		$1.59M Sell
7,165
-51
-0.7% -$10.3K 0.19% 121
2023
Q3 		$1.66M Sell
7,216
-122
-2% -$27.4K 0.24% 100
2023
Q2 		$1.64M Sell
7,338
-432
-6% -$89.9K 0.22% 101
2023
Q1 		$1.55M Buy
7,770
+3,107
+67% +$631K 0.22% 109
2022
Q4 		$933K Sell
4,663
-29
-0.6% -$5.8K 0.13% 142
2022
Q3 		$894K Sell
4,692
-136
-3% -$26.5K 0.14% 142
2022
Q2 		$875K Buy
4,828
+2
+0% +$386 0.13% 148
2022
Q1 		$993K Sell
4,826
-16,534
-77% -$3.8M 0.13% 146
2021
Q4 		$5.46M Buy
21,360
+36
+0.2% +$8.56K 0.71% 44
2021
Q3 		$4.42M Buy
21,324
+1,100
+5% +$219K 0.59% 54
2021
Q2 		$3.47M Hold
20,224
– – 0.49% 67
2021
Q1 		$3.47M Hold
20,224
– – 0.54% 62
2020
Q4 		$3.47M Sell
20,224
-6,498
-24% -$1.06M 0.54% 62
2020
Q3 		$4.43M Sell
26,722
-665
-2% -$102K 0.79% 37
2020
Q2 		$3.66M Buy
27,387
+111
+0.4% +$12.7K 0.71% 48
2020
Q1 		$2.42M Sell
27,276
-1,298
-5% -$142K 0.53% 53
2019
Q4 		$3.42M Buy
28,574
+1,577
+6% +$180K 0.43% 59
2019
Q3 		$2.96M Sell
26,997
-516
-2% -$54.5K 0.5% 62
2019
Q2 		$2.78M Buy
27,513
+198
+0.7% +$20.9K 0.47% 66
2019
Q1 		$2.99K Buy
27,315
+283
+1% +$28.2K 0.49% 61
2018
Q4 		$2.48M Sell
27,032
-1,577
-6% -$152K 0.47% 65
2018
Q3 		$3.29M Sell
28,609
-599
-2% -$62.4K 0.55% 57
2018
Q2 		$2.79M Sell
29,208
-1,162
-4% -$105K 0.47% 62
2018
Q1 		$2.67M Sell
30,370
-837
-3% -$79.2K 0.45% 64
2017
Q4 		$2.9M Buy
31,207
+1,077
+4% +$89K 0.51% 56
2017
Q3 		$2.41M Buy
30,130
+7,010
+30% +$537K 0.43% 59
2017
Q2 		$1.77M Sell
23,120
-15,589
-40% -$1.27M 0.34% 67
2017
Q1 		$3.19M Buy
38,709
+3,960
+11% +$303K 0.61% 54
2016
Q4 		$2.47M Buy
34,749
+2,569
+8% +$182K 0.5% 59
2016
Q3 		$2.32M Buy
32,180
+2,234
+7% +$174K 0.49% 58
2016
Q2 		$2.33M Buy
29,946
+3,179
+12% +$246K 0.51% 52
2016
Q1 		$2.03M Sell
26,767
-1,196
-4% -$84.4K 0.44% 57
2015
Q4 		$2.15M Sell
27,963
-6,343
-18% -$471K 0.49% 54
2015
Q3 		$2.29M Buy
34,306
+186
+0.5% +$12.8K 0.56% 52
2015
Q2 		$2.3M Buy
34,120
+1,490
+5% +$106K 0.5% 55
2015
Q1 		$2.44M Buy
32,630
+767
+2% +$55K 0.54% 57
2014
Q4 		$2.18M Buy
31,863
+3,016
+10% +$181K 0.45% 68
2014
Q3 		$1.54M Sell
28,847
-81
-0.3% -$4.09K 0.33% 73
2014
Q2 		$1.37M Buy
28,928
+3,667
+15% +$171K 0.3% 72
2014
Q1 		$1.24M Sell
25,261
-14,847
-37% -$716K 0.25% 75
2013
Q4 		$1.98M Sell
40,108
-5,886
-13% -$286K 0.38% 68
2013
Q3 		$2.2M Buy
+45,994
New +$2.09M 0.47% 57

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Beacon Financial Group reduced its Lowe's Companies (LOW) stake by 16% in Q2 2026, selling an estimated $103K and leaving 2,414 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #233.

Beacon Financial Group first reported a position in LOW in Q3 2013 and has held it in 52 quarters since. The position peaked at $5.46M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Beacon Financial Group held 2,414 shares of Lowe's Companies worth $532K as of Q2 2026.
  • Beacon Financial Group sold 454 Lowe's Companies shares in Q2 2026, an estimated $103K.
  • Lowe's Companies made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #233 holding.
  • Beacon Financial Group first reported a position in Lowe's Companies in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's Lowe's Companies position peaked at $5.46M in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.