Lowe's Companies, Inc.
DE ˙ DB ˙ US5486611073
177,80 € ↓ -0,80 (-0,45%)
2026-06-04
DEL PRIS
SecurityDE:LWE / Lowe's Companies, Inc.
InstitutionBerkeley, Inc
Latest Disclosed Ownership35,731 shares
Latest Disclosed Value $ 8,442,586
Berkeley, Inc reports 27.12% decrease in ownership of LWE / Lowe's Companies, Inc.

On April 24, 2026 - Berkeley, Inc filed a 13F-HR form disclosing ownership of 35,731 shares of Lowe's Companies, Inc. (DE:LWE) valued at $7,271,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 49,029 shares of Lowe's Companies, Inc.. This represents a change in shares of -27.12% during the quarter. The current value of the position is $6,352,972 USD.

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)
2026-04-24 2026-03-31 13F LOWES COS COM 548661107 35,731 -13,298 -27.12 8,443 -28.60 2.8326
2026-01-26 2025-12-31 13F LOWES COS COM 548661107 49,029 117 0.24 11,824 -3.82 3.7599
2025-10-30 2025-09-30 13F LOWES COS COM 548661107 48,912 -2,316 -4.52 12,292 8.16 3.9536
2025-08-11 2025-06-30 13F LOWES COS COM 548661107 51,228 -5,720 -10.04 11,366 -14.43 4.0800
2025-05-01 2025-03-31 13F LOWES COS COM 548661107 56,948 4,645 8.88 13,282 2.90 6.2320
2025-03-28 2024-12-31 13F/A-1 LOWES COS COM 548661107 52,303 -35,617 -40.51 12,908 -45.79 6.6786
2025-03-05 2024-12-31 13F LOWES COS COM 548661107 52,303 -35,617 12,908 6.6786
2025-03-28 2024-09-30 13F/A-1 LOWES COS COM 548661107 87,920 44,512 102.54 23,813 148.86 6.9337
2025-03-05 2024-09-30 13F LOWES COS COM 548661107 43,960 552 11,907 6.9337
2025-03-28 2024-06-30 13F/A-1 LOWES COS COM 548661107 43,408 8,349 23.81 9,570 7.16 5.9477
2025-03-05 2024-06-30 13F LOWES COS COM 548661107 43,408 8,349 9,570 5.9477
2025-03-28 2024-03-31 13F/A-1 LOWES COS COM 548661107 35,059 -501 -1.41 8,931 12.85 5.4070
2025-03-05 2024-03-31 13F LOWES COS COM 548661107 35,059 -501 8,931 5.4070
2025-03-28 2023-12-31 13F/A-1 LOWES COS COM 548661107 35,560 2,637 8.01 7,914 15.65 4.9773
2025-03-04 2023-12-31 13F LOWES COS COM 548661107 35,560 2,637 7,914 4.9773
2025-03-28 2023-09-30 13F/A-1 LOWES COS COM 548661107 32,923 300 0.92 6,843 -7.08 4.6707
2025-03-04 2023-09-30 13F LOWES COS COM 548661107 32,923 300 6,843 4.6707
2025-03-28 2023-06-30 13F/A-1 LOWES COS COM 548661107 32,623 619 1.93 7,363 15.06 4.9586
2025-03-04 2023-06-30 13F LOWES COS COM 548661107 32,623 619 7,363 4.9586
2025-03-28 2023-03-31 13F/A-1 LOWES COS COM 548661107 32,004 -428 -1.32 6,400 -0.96 4.6444
2025-03-04 2023-03-31 13F LOWES COS COM 548661107 32,004 -428 6,400 4.6444
2025-03-28 2022-12-31 13F/A-1 LOWES COS COM 548661107 32,432 177 0.55 6,462 6.67 4.8785
2025-03-04 2022-12-31 13F LOWES COS COM 548661107 32,432 177 6,462 4.8785
2025-03-28 2022-09-30 13F/A-1 LOWES COS COM 548661107 32,255 635 2.01 6,058 9.67 5.1029
2025-03-04 2022-09-30 13F LOWES COS COM 548661107 32,255 635 6,058 5.1029
2025-03-28 2022-06-30 13F/A-1 LOWES COS COM 548661107 31,620 7,765 32.55 5,523 14.51 4.4216
2025-03-04 2022-06-30 13F LOWES COS COM 548661107 31,620 7,765 5,523 4.4216
2025-03-28 2022-03-31 13F/A-1 LOWES COS COM 548661107 23,855 -905 -3.66 4,823 -24.64 3.3692
2025-03-04 2022-03-31 13F LOWES COS COM 548661107 23,855 -905 4,823 3.3692
2025-03-28 2021-12-31 13F/A-1 LOWES COS COM 548661107 24,760 -6,951 -21.92 6,400 -0.50 4.2591
2025-03-04 2021-12-31 13F LOWES COS COM 548661107 24,760 -6,951 6,400 4.2591
2025-03-28 2021-09-30 13F/A-1 LOWES COS COM 548661107 31,711 336 1.07 6,433 5.70 4.7363
2025-03-04 2021-09-30 13F LOWES COS COM 548661107 31,711 336 6,433 4.7363
2025-03-28 2021-06-30 13F/A-1 LOWES COS COM 548661107 31,375 264 0.85 6,086 2.86 4.3604
2025-03-04 2021-06-30 13F LOWES COS COM 548661107 31,375 264 6,086 4.3604
2025-03-28 2021-03-31 13F/A-1 LOWES COS COM 548661107 31,111 -227 -0.72 5,917 17.61 4.4003
2025-03-04 2021-03-31 13F LOWES COS COM 548661107 31,111 -227 5,917 4.4003
2025-03-28 2020-12-31 13F/A-1 LOWES COS COM 548661107 31,338 31,338 5,030 4.0647
2025-02-28 2020-12-31 13F LOWES COS COM 548661107 31,338 31,338 5,030 4.0647
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.