Position in LOW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$532,262
-$145,389 QoQ
Shares Held
2,414
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,633
of 2,639 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $2,312,237 across 2 Home Improvement Retail names. LOW ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
5,047 | $1,779,975 | |
| 2 | LOW |
Lowes Companies Inc
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|
2,414 | $532,262 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,262 | 2,414 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $677,651 | 2,868 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $666,566 | 2,764 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $672,756 | 2,677 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $575,530 | 2,594 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,351,101 | 5,793 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,604,200 | 6,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,777,317 | 6,562 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,475,979 | 6,695 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,768,080 | 6,941 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,594,570 | 7,165 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,499,773 | 7,216 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,656,186 | 7,338 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,553,766 | 7,770 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $929,056 | 4,663 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $881,204 | 4,692 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $843,306 | 4,828 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $975,768 | 4,826 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $5,521,132 | 21,360 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $4,325,786 | 21,324 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,922,849 | 20,224 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,846,200 | 20,224 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $3,246,154 | 20,224 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $4,432,110 | 26,722 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,700,531 | 27,387 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,347,099 | 27,276 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||