Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAdviser Investments LLC
Latest Disclosed Ownership50,364 shares
Latest Disclosed Value $ 11,900,020
Adviser Investments LLC reports 0.73% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - Adviser Investments LLC filed a 13F-HR form disclosing ownership of 50,364 shares of Lowe's Companies, Inc. (MX:LOW) valued at $11,900,020 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 50,733 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.73% 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)
2026-05-13 2026-03-31 13F LOWES COS COM 548661107 50,364 -369 -0.73 11,900 -2.73 0.0720
2026-02-12 2025-12-31 13F LOWES COS COM 548661107 50,733 -2,967 -5.53 12,235 -9.34 0.1337
2025-11-10 2025-09-30 13F LOWES COS COM 548661107 53,700 2,984 5.88 13,495 19.93 0.1533
2025-08-06 2025-06-30 13F LOWES COS COM 548661107 50,716 -24,909 -32.94 11,252 -36.21 0.1408
2025-05-13 2025-03-31 13F LOWES COS COM 548661107 75,625 -1,034 -1.35 17,638 -6.77 0.2224
2025-02-12 2024-12-31 13F LOWES COS COM 548661107 76,659 -3,867 -4.80 18,919 -13.26 0.2331
2024-11-08 2024-09-30 13F LOWES COS COM 548661107 80,526 -4,895 -5.73 21,810 15.82 0.2721
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 85,421 33,804 65.49 18,832 43.22 0.2483
2024-04-29 2024-03-31 13F LOWES COS COM 548661107 51,617 -40,336 -43.87 13,148 -35.75 0.1769
2024-02-01 2023-12-31 13F LOWES COS COM 548661107 91,953 77,471 534.95 20,464 579.87 0.2919
2023-10-11 2023-09-30 13F LOWES COS COM 548661107 14,482 1,971 15.75 3,010 6.62 0.0656
2023-08-04 2023-06-30 13F LOWES COS COM 548661107 12,511 5,077 68.29 2,824 89.97 0.0618
2023-04-26 2023-03-31 13F LOWES COS COM 548661107 7,434 143 1.96 1,487 -2.24 0.0357
2023-01-19 2022-12-31 13F LOWES COS COM 548661107 7,291 3 0.04 1,521 11.03 0.0378
2022-10-14 2022-09-30 13F LOWES COS COM 548661107 7,288 246 3.49 1,369 11.30 0.0964
2022-07-14 2022-06-30 13F LOWES COS COM 548661107 7,042 -74 -1.04 1,230 -14.52 0.0830
2022-05-04 2022-03-31 13F LOWES COS COM 548661107 7,116 526 7.98 1,439 -15.50 0.0931
2022-01-31 2021-12-31 13F LOWES COS COM 548661107 6,590 19 0.29 1,703 27.76 0.1143
2021-11-05 2021-09-30 13F LOWES COS COM 548661107 6,571 1 0.02 1,333 4.63 0.0995
2021-07-09 2021-06-30 13F LOWES COS COM 548661107 6,570 -308 -4.48 1,274 -2.60 0.0951
2021-05-05 2021-03-31 13F LOWES COS COM 548661107 6,878 147 2.18 1,308 21.11 0.1055
2021-01-26 2020-12-31 13F LOWES COS COM 548661107 6,731 -14 -0.21 1,080 -3.49 0.0958
2020-11-13 2020-09-30 13F LOWES COS COM 548661107 6,745 19 0.28 1,119 23.10 0.1177
2020-08-03 2020-06-30 13F LOWES COS COM 548661107 6,726 3,984 145.30 909 285.17 0.1111
2020-04-08 2020-03-31 13F LOWES COS COM 548661107 2,742 -480 -14.90 236 -38.86 0.0334
2020-02-07 2019-12-31 13F LOWES COS COM 548661107 3,222 -85 -2.57 386 6.04 0.0383
2019-11-13 2019-09-30 13F LOWES COS COM 548661107 3,307 -80 -2.36 364 6.43 0.0384
2019-08-12 2019-06-30 13F LOWES COS COM 548661107 3,387 0 0.00 342 -7.82 0.0367
2019-05-07 2019-03-31 13F LOWES COS COM 548661107 3,387 -50 -1.45 371 17.03 0.0424
2019-01-25 2018-12-31 13F LOWES COS COM 548661107 3,437 -100 -2.83 317 -21.92 0.0417
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 3,537 0 0.00 406 20.12 0.0455
2018-08-02 2018-06-30 13F LOWES COS COM 548661107 3,537 1,604 82.98 338 98.82 0.0377
2018-05-14 2018-03-31 13F LOWES COS COM 548661107 1,933 -400 -17.15 170 -21.66 0.0219
2018-02-12 2017-12-31 13F LOWES COS COM 548661107 2,333 2,333 217 0.0244
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.