Lowe's Companies, Inc.
CH ˙ BRSE ˙ US5486611073
SecurityCH:LWE / Lowe's Companies, Inc.
InstitutionPlimoth Trust Co Llc
Latest Disclosed Ownership16,144 shares
Latest Disclosed Value $ 3,814,505
Plimoth Trust Co Llc reports 0.94% decrease in ownership of LWE / Lowe's Companies, Inc.

On April 27, 2026 - Plimoth Trust Co Llc filed a 13F-HR form disclosing ownership of 16,144 shares of Lowe's Companies, Inc. (CH:LWE) valued at $3,814,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 16,297 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.94% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F Lowe's Companies Com 548661107 16,144 -153 -0.94 3,815 -2.95 0.8526
2026-01-27 2025-12-31 13F Lowe's Companies Com 548661107 16,297 -97 -0.59 3,930 -4.59 0.8757
2025-10-17 2025-09-30 13F Lowe's Companies Com 548661107 16,394 -347 -2.07 4,120 10.90 0.9330
2025-07-22 2025-06-30 13F Lowe's Companies Com 548661107 16,741 242 1.47 3,714 -3.48 0.8907
2025-04-21 2025-03-31 13F Lowe's Companies Com 548661107 16,499 459 2.86 3,848 -2.78 1.0024
2025-01-23 2024-12-31 13F Lowe's Companies Com 548661107 16,040 -150 -0.93 3,959 -9.74 1.0167
2024-10-21 2024-09-30 13F Lowe's Companies Com 548661107 16,190 -914 -5.34 4,385 16.31 1.1048
2024-07-23 2024-06-30 13F Lowe's Companies Com 548661107 17,104 -1,605 -8.58 3,771 -20.88 1.0061
2024-04-18 2024-03-31 13F Lowe's Companies Com 548661107 18,709 -334 -1.75 4,766 12.44 1.2698
2024-01-26 2023-12-31 13F Lowe's Companies Com 548661107 19,043 -144 -0.75 4,238 6.30 1.2229
2023-10-20 2023-09-30 13F Lowe's Companies Com 548661107 19,187 -164 -0.85 3,988 -8.70 1.2489
2023-07-24 2023-06-30 13F Lowe's Companies Com 548661107 19,351 -356 -1.81 4,368 10.84 1.3065
2023-04-26 2023-03-31 13F Lowe's Companies Com 548661107 19,707 -338 -1.69 3,941 131,233.33 1.2228
2023-01-19 2022-12-31 13F Lowe's Companies Com 548661107 20,045 -996 -4.73 4 -99.92 1.2881
2022-10-18 2022-09-30 13F Lowe's Companies Com 548661107 21,041 -882 -4.02 3,952 3.19 1.3661
2022-07-15 2022-06-30 13F Lowe's Companies Com 548661107 21,923 -2,862 -11.55 3,830 -23.57 1.2081
2022-04-25 2022-03-31 13F Lowe's Companies Com 548661107 24,785 -916 -3.56 5,011 -24.58 1.3312
2022-01-27 2021-12-31 13F Lowe's Companies Com 548661107 25,701 -690 -2.61 6,644 24.12 1.6846
2021-10-22 2021-09-30 13F Lowe's Companies Com 548661107 26,391 -246 -0.92 5,353 3.60 1.5135
2021-07-20 2021-06-30 13F Lowe's Companies Com 548661107 26,637 275 1.04 5,167 3.07 1.4502
2021-04-14 2021-03-31 13F Lowe's Companies Com 548661107 26,362 1,946 7.97 5,013 27.92 1.4793
2021-01-22 2020-12-31 13F Lowe's Companies Com 548661107 24,416 1,640 7.20 3,919 3.73 1.2239
2020-10-27 2020-09-30 13F Lowe's Companies Com 548661107 22,776 -2,188 -8.76 3,778 12.01 1.2670
2020-07-20 2020-06-30 13F Lowe's Companies Com 548661107 24,964 -4,290 -14.66 3,373 34.01 1.1995
2020-04-22 2020-03-31 13F Lowe's Companies Com 548661107 29,254 -635 -2.12 2,517 -29.69 1.0555
2020-01-29 2019-12-31 13F Lowe's Companies Com 548661107 29,889 -1,152 -3.71 3,580 4.86 1.1578
2019-10-28 2019-09-30 13F Lowe's Companies Com 548661107 31,041 -1,650 -5.05 3,414 3.49 1.1194
2019-08-05 2019-06-30 13F Lowe's Companies Com 548661107 32,691 -1,015 -3.01 3,299 -10.57 1.0856
2019-04-19 2019-03-31 13F Lowe's Companies Com 548661107 33,706 3,188 10.45 3,689 30.86 1.2271
2019-01-25 2018-12-31 13F Lowe's Companies Com 548661107 30,518 75 0.25 2,819 -19.34 1.0394
2018-12-13 2018-09-30 13F Lowe's Companies Com 548661107 30,443 -370 -1.20 3,495 18.68 1.1327
2018-12-12 2018-06-30 13F Lowe's Companies Com 548661107 30,813 7,075 29.80 2,945 41.38 1.0092
2018-12-21 2018-03-31 13F Lowe's Companies Com 548661107 23,738 3,097 15.00 2,083 8.60 0.7196
2018-12-26 2017-12-31 13F Lowe's Companies Com 548661107 20,641 20,641 1,918 0.6870
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.