Beacon Investment Advisory Services’s Lowe's Companies LOW Stock Holding History

Beacon Investment Advisory Services’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	$1.28M	Sell	5,814 -545	-9%	-$124K	0.05%	128
2026 Q1	$1.5M	Sell	6,359 -764	-11%	-$199K	0.06%	117
2025 Q4	$1.72M	Sell	7,123 -773	-10%	-$186K	0.07%	113
2025 Q3	$1.98M	Sell	7,896 -802	-9%	-$197K	0.08%	109
2025 Q2	$1.93M	Sell	8,698 -595	-6%	-$133K	0.09%	112
2025 Q1	$2.17M	Sell	9,293 -2,893	-24%	-$712K	0.1%	109
2024 Q4	$3.01M	Sell	12,186 -1,153	-9%	-$308K	0.13%	101
2024 Q3	$3.61M	Sell	13,339 -401	-3%	-$97.1K	0.15%	98
2024 Q2	$3.03M	Sell	13,740 -810	-6%	-$185K	0.13%	104
2024 Q1	$3.71M	Sell	14,550 -140	-1%	-$32.2K	0.16%	101
2023 Q4	$3.27M	Sell	14,690 -2,110	-13%	-$428K	0.15%	102
2023 Q3	$3.49M	Sell	16,800 -607	-3%	-$137K	0.17%	96
2023 Q2	$3.93M	Sell	17,407 -13	-0.1%	-$2.7K	0.18%	94
2023 Q1	$3.48M	Sell	17,420 -74	-0.4%	-$15K	0.17%	102
2022 Q4	$3.49M	Sell	17,494 -1,123	-6%	-$224K	0.18%	100
2022 Q3	$3.5M	Sell	18,617 -1,729	-8%	-$337K	0.19%	96
2022 Q2	$3.55M	Sell	20,346 -619	-3%	-$119K	0.19%	99
2022 Q1	$4.24M	Sell	20,965 -914	-4%	-$210K	0.18%	97
2021 Q4	$5.66M	Sell	21,879 -75	-0.3%	-$17.8K	0.22%	91
2021 Q3	$4.45M	Sell	21,954 -805	-4%	-$160K	0.18%	97
2021 Q2	$4.42M	Sell	22,759 -70	-0.3%	-$13.7K	0.18%	98
2021 Q1	$4.34M	Buy	22,829 +1,301	+6%	+$223K	0.19%	93
2020 Q4	$3.46M	Buy	21,528 +1,906	+10%	+$310K	0.16%	101
2020 Q3	$3.25M	Buy	19,622 +1,857	+10%	+$286K	0.17%	96
2020 Q2	$2.4M	Buy	17,765 +8,050	+83%	+$919K	0.14%	114
2020 Q1	$836K	Buy	+9,715	New	+$1.06M	0.06%	138

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Investment Advisory Services's LOW Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Lowe's Companies (LOW) stake by 8.6% in Q2 2026, selling an estimated $124K and leaving 5,814 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #128.

Beacon Investment Advisory Services first reported a position in LOW in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.66M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Beacon Investment Advisory Services held 5,814 shares of Lowe's Companies worth $1.28M as of Q2 2026.
Beacon Investment Advisory Services sold 545 Lowe's Companies shares in Q2 2026, an estimated $124K.
Lowe's Companies made up 0.05% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #128 holding.
Beacon Investment Advisory Services first reported a position in Lowe's Companies in Q1 2020 and has held it in 26 quarters since.
Beacon Investment Advisory Services's Lowe's Companies position peaked at $5.66M in Q4 2021.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.