Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAllSquare Wealth Management LLC
Latest Disclosed Ownership94 shares
Latest Disclosed Value $ 23,623
AllSquare Wealth Management LLC ownership in LOW / Lowe's Companies, Inc.

On January 12, 2026 - AllSquare Wealth Management LLC filed a 13F-HR form disclosing ownership of 94 shares of Lowe's Companies, Inc. (MX:LOW) valued at $23,623 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 94 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-01-12 2025-09-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 24 15.00 0.0125
2025-08-14 2025-06-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 21 -4.76 0.0117
2025-05-06 2025-03-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 22 -8.70 0.0130
2025-02-11 2024-12-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 23 -8.00 0.0133
2024-11-13 2024-09-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 25 25.00 0.0145
2024-08-12 2024-06-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 21 -13.04 0.0124
2024-05-07 2024-03-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 24 15.00 0.0140
2024-02-14 2023-12-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 21 5.26 0.0128
2023-11-27 2023-09-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 20 0.00 0.0127
2023-08-08 2023-06-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 19 5.56 0.0126
2023-05-02 2023-03-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 19 0.00 0.0122
2023-02-14 2022-12-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 19 0.00 0.0128
2022-11-01 2022-09-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 18 12.50 0.0130
2022-08-16 2022-06-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 16 -15.79 0.0109
2022-05-04 2022-03-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 19 -20.83 0.0114
2022-02-08 2021-12-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 24 26.32 0.0140
2021-11-12 2021-09-30 13F LOWES COS INC COM Stock 548661107 94 -100 -51.55 19 -50.00 0.0114
2021-08-13 2021-06-30 13F LOWES COS INC COM Stock 548661107 194 50 34.72 38 40.74 0.0222
2021-05-11 2021-03-31 13F LOWES COS INC COM Stock 548661107 144 0 0.00 27 17.39 0.0167
2021-02-09 2020-12-31 13F LOWES COS INC COM Stock 548661107 144 50 53.19 23 43.75 0.0154
2020-11-16 2020-09-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 16 23.08 0.0116
2020-08-11 2020-06-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 13 62.50 0.0098
2020-05-12 2020-03-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 8 -27.27 0.0070
2020-02-04 2019-12-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 11 10.00 0.0077
2019-11-06 2019-09-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 10 11.11 0.0074
2019-08-13 2019-06-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 9 -10.00 0.0067
2019-05-07 2019-03-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 10 11.11 0.0075
2019-02-13 2018-12-31 13F LOWES COS INC COM Stock 548661107 94 0 0.00 9 -18.18 0.0074
2018-11-02 2018-09-30 13F LOWES COS INC COM Stock 548661107 94 0 0.00 11 22.22 0.0082
2018-08-14 2018-06-30 13F LOWES COS INC COM Stock 548661107 94 94 9 0.0068
2017-08-08 2017-06-30 13F LOWES COS INC COM Stock 548661107 0 -394 -100.00 0 -100.00
2017-05-09 2017-03-31 13F LOWES COS INC COM Stock 548661107 394 -250 -38.82 32 -30.43 0.0281
2017-02-14 2016-12-31 13F LOWES COS INC COM Stock 548661107 644 0 0.00 46 -2.13 0.0422
2016-11-15 2016-09-30 13F LOWES COS INC COM Stock 548661107 644 0 0.00 47 -7.84 0.0452
2016-08-16 2016-06-30 13F LOWES COS INC COM Stock 548661107 644 0 0.00 51 4.08 0.0508
2016-05-09 2016-03-31 13F LOWES COS INC COM Stock 548661107 644 60 10.27 49 11.36 0.0485
2016-02-17 2015-12-31 13F LOWES COS INC COM Stock 548661107 584 -7 -1.18 44 7.32 0.0443
2015-11-03 2015-09-30 13F LOWES COS INC COM Stock 548661107 591 -41 -6.49 41 -2.38 0.0421
2015-08-10 2015-06-30 13F LOWES COS INC COM Stock 548661107 632 0 0.00 42 -10.64 0.0392
2015-05-04 2015-03-31 13F LOWES COS INC COM Stock 548661107 632 25 4.12 47 11.90 0.0449
2015-02-11 2014-12-31 13F LOWES COMPANIES Stock 548661107 607 607 42 0.0410
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.