Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAcorn Wealth Advisors, LLC
Latest Disclosed Ownership5,703 shares
Latest Disclosed Value $ 1,347,621
Acorn Wealth Advisors, LLC reports 0.09% increase in ownership of LOW / Lowe's Companies, Inc.

On April 30, 2026 - Acorn Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,703 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,347,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,698 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.09% 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)
2026-04-30 2026-03-31 13F LOWES COS COM 548661107 5,703 5 0.09 1,348 -1.97 0.3929
2026-02-10 2025-12-31 13F LOWES COS COM 548661107 5,698 -10 -0.18 1,374 -4.18 0.4094
2025-10-31 2025-09-30 13F LOWES COS COM 548661107 5,708 -21 -0.37 1,435 12.82 0.4496
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 5,729 -925 -13.90 1,271 -18.05 0.4729
2025-05-01 2025-03-31 13F LOWES COS COM 548661107 6,654 -4 -0.06 1,552 -5.60 0.6460
2025-02-04 2024-12-31 13F LOWES COS COM 548661107 6,658 12 0.18 1,643 -8.72 0.6784
2024-11-13 2024-09-30 13F LOWES COS COM 548661107 6,646 -56 -0.84 1,800 21.87 0.7735
2024-07-30 2024-06-30 13F LOWES COS COM 548661107 6,702 41 0.62 1,477 -12.91 0.7303
2024-04-26 2024-03-31 13F LOWES COS COM 548661107 6,661 5 0.08 1,697 14.52 0.8856
2024-02-07 2023-12-31 13F LOWES COS COM 548661107 6,656 4 0.06 1,481 7.16 0.8780
2023-11-07 2023-09-30 13F LOWES COS COM 548661107 6,652 7 0.11 1,382 -7.81 0.9198
2023-08-02 2023-06-30 13F LOWES COS COM 548661107 6,645 4 0.06 1,500 12.88 1.0226
2023-05-09 2023-03-31 13F LOWES COS COM 548661107 6,641 942 16.53 1,328 16.90 0.9800
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 5,699 24 0.42 1,136 6.57 0.8707
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 5,675 61 1.09 1,066 8.66 0.8735
2022-08-08 2022-06-30 13F LOWES COS COM 548661107 5,614 16 0.29 981 -13.34 0.7743
2022-05-03 2022-03-31 13F LOWES COS COM 548661107 5,598 13 0.23 1,132 -21.55 0.7789
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 5,585 14 0.25 1,443 27.70 0.9153
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 5,571 16 0.29 1,130 4.92 0.7903
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 5,555 12 0.22 1,077 2.18 0.7440
2021-05-14 2021-03-31 13F LOWES COS COM 548661107 5,543 53 0.97 1,054 19.64 0.7556
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 5,490 16 0.29 881 -2.97 0.6936
2020-11-04 2020-09-30 13F LOWES COS COM 548661107 5,474 0 0.00 908 22.70 0.7958
2020-08-19 2020-06-30 13F LOWES COS COM 548661107 5,474 0 0.00 740 55.14 0.6887
2020-05-13 2020-03-31 13F LOWES COMPANIES COM 548661107 5,474 0 0.00 477 -27.18 0.5343
2020-02-07 2019-12-31 13F LOWES COMPANIES COM 548661107 5,474 0 0.00 655 5.99 0.5514
2019-11-21 2019-09-30 13F LOWES COMPANIES COM 548661107 5,474 0 0.00 618 15.73 0.5311
2019-08-14 2019-06-30 13F LOWES COMPANIES COM 548661107 5,474 -100 -1.79 534 -18.22 0.4886
2019-05-08 2019-03-31 13F LOWES COMPANIES COM 548661107 5,574 0 0.00 653 20.48 0.5894
2019-02-04 2018-12-31 13F LOWES COMPANIES COM 548661107 5,574 0 0.00 542 0.00 0.5553
2018-11-13 2018-09-30 13F LOWES COMPANIES COM 548661107 5,574 0 0.00 542 2.46 0.5348
2018-08-10 2018-06-30 13F LOWES COMPANIES COM 548661107 5,574 0 0.00 529 13.03 0.4503
2018-05-14 2018-03-31 13F LOWES COMPANIES COM 548661107 5,574 -150 -2.62 468 -13.81 0.4049
2018-02-14 2017-12-31 13F LOWES COMPANIES COM 548661107 5,724 5,724 543 0.4956
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.