BFS
LOW icon

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

Beacon Financial Strategies’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 		$43K Hold
195
– – 0.02% 105
2026
Q1 		$46.1K Hold
195
– – 0.03% 78
2025
Q4 		$47K Buy
+195
New +$46.8K 0.03% 78

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Beacon Financial Strategies held its Lowe's Companies (LOW) position steady in Q2 2026 at 195 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #105.

Beacon Financial Strategies first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $47K in Q4 2025. 433 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Beacon Financial Strategies held 195 shares of Lowe's Companies worth $43K as of Q2 2026.
  • Beacon Financial Strategies left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #105 holding.
  • Beacon Financial Strategies first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Lowe's Companies position peaked at $47K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.