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Beacon Pointe Advisors’s Lowe's Companies LOW Stock Holding History

Beacon Pointe Advisors’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
2025
Q1 		– Sell
-2,000
Closed -$494K – 1241
2024
Q4 		$494K Buy
+2,000
New +$534K 0.01% 835

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 Pointe Advisors's LOW Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Lowe's Companies (LOW) stake by 85% in Q1 2026, buying an estimated $14.5M and bringing the position to 121,178 shares worth $28.6M. The position accounts for 0.15% of the portfolio, ranked #139.

Beacon Pointe Advisors first reported a position in LOW in Q4 2018 and has held it in 30 quarters since. The position peaked at $34.5M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Beacon Pointe Advisors held 121,178 shares of Lowe's Companies worth $28.6M as of Q1 2026.
  • Beacon Pointe Advisors bought 55,644 Lowe's Companies shares in Q1 2026, an estimated $14.5M.
  • Lowe's Companies made up 0.15% of Beacon Pointe Advisors's portfolio in Q1 2026, its #139 holding.
  • Beacon Pointe Advisors first reported a position in Lowe's Companies in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Lowe's Companies position peaked at $34.5M in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.