Position in LOW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$869,171
-$109,973 QoQ
Shares Held
3,942
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,368
of 2,642 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Beacon Financial Advisory LLC holds $1,648,946 across 2 Home Improvement Retail names. LOW ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
3,942 | $869,171 | |
| 2 | HD |
Home Depot, Inc.
|
2,211 | $779,775 |
All Filings in LOW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,171 | 3,942 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $979,144 | 4,144 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $992,373 | 4,115 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||