Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAlpha Cubed Investments, LLC
Latest Disclosed Ownership4,830 shares
Latest Disclosed Value $ 1,164,745
Alpha Cubed Investments, LLC ownership in LOW / Lowe's Companies, Inc.

On February 3, 2026 - Alpha Cubed Investments, LLC filed a 13F-HR form disclosing ownership of 4,830 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,164,745 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 3, 2025 disclosing 4,830 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)
2026-02-03 2025-12-31 13F LOWES COS COM 548661107 4,830 0 0.00 1,165 -4.04 0.0399
2025-11-03 2025-09-30 13F LOWES COS COM 548661107 4,830 -133 -2.68 1,214 10.17 0.0423
2025-08-07 2025-06-30 13F LOWES COS COM 548661107 4,963 -173 -3.37 1,101 -8.02 0.0418
2025-04-30 2025-03-31 13F LOWES COS COM 548661107 5,136 -1 -0.02 1,198 -5.52 0.0534
2025-01-17 2024-12-31 13F LOWES COS COM 548661107 5,137 70 1.38 1,268 -7.65 0.0580
2024-10-07 2024-09-30 13F LOWES COS COM 548661107 5,067 -242 -4.56 1,372 17.26 0.0611
2024-07-15 2024-06-30 13F LOWES COS COM 548661107 5,309 -126 -2.32 1,170 -15.46 0.0558
2024-04-23 2024-03-31 13F LOWES COS COM 548661107 5,435 564 11.58 1,384 27.68 0.0723
2024-02-05 2023-12-31 13F LOWES COS COM 548661107 4,871 241 5.21 1,084 12.68 0.0606
2023-10-19 2023-09-30 13F LOWES COS COM 548661107 4,630 -64 -1.36 962 -9.16 0.0647
2023-07-20 2023-06-30 13F LOWES COS COM 548661107 4,694 -690 -12.82 1,059 -1.58 0.0714
2023-04-27 2023-03-31 13F LOWES COS COM 548661107 5,384 -585 -9.80 1,077 -9.50 0.0779
2023-01-25 2022-12-31 13F LOWES COS COM 548661107 5,969 1,789 42.80 1,189 51.46 0.0900
2022-11-04 2022-09-30 13F LOWES COS COM 548661107 4,180 310 8.01 785 16.12 0.0613
2022-07-22 2022-06-30 13F LOWES COS COM 548661107 3,870 -30 -0.77 676 -14.32 0.0491
2022-04-22 2022-03-31 13F LOWES COS COM 548661107 3,900 -477 -10.90 789 -30.24 0.0505
2022-01-19 2021-12-31 13F LOWES COS COM 548661107 4,377 5 0.11 1,131 27.51 0.0740
2021-10-26 2021-09-30 13F LOWES COS COM 548661107 4,372 -200 -4.37 887 0.00 0.0667
2021-07-20 2021-06-30 13F LOWES COS COM 548661107 4,572 176 4.00 887 6.10 0.0641
2021-04-23 2021-03-31 13F LOWES COS COM 548661107 4,396 292 7.12 836 26.86 0.0650
2021-01-29 2020-12-31 13F LOWES COS COM 548661107 4,104 -704 -14.64 659 -17.31 0.0563
2020-10-14 2020-09-30 13F LOWES COS COM 548661107 4,808 -290 -5.69 797 15.67 0.0762
2020-07-13 2020-06-30 13F LOWES COS COM 548661107 5,098 -306 -5.66 689 48.17 0.0754
2020-04-10 2020-03-31 13F LOWES COS COM 548661107 5,404 -645 -10.66 465 -35.77 0.0559
2020-01-17 2019-12-31 13F LOWES COS COM 548661107 6,049 -546 -8.28 724 -0.14 0.0745
2019-10-18 2019-09-30 13F LOWES COS COM 548661107 6,595 25 0.38 725 9.35 0.0846
2019-07-19 2019-06-30 13F LOWES COS COM 548661107 6,570 1,020 18.38 663 9.05 0.0768
2019-04-26 2019-03-31 13F LOWES COS COM 548661107 5,550 -200 -3.48 608 14.50 0.0737
2019-01-29 2018-12-31 13F LOWES COS COM 548661107 5,750 465 8.80 531 0.95 0.0796
2018-10-25 2018-09-30 13F LOWES COS COM 548661107 5,285 242 4.80 526 9.13 0.0613
2018-07-26 2018-06-30 13F LOWES COS COM 548661107 5,043 -256 -4.83 482 3.66 0.0621
2018-05-09 2018-03-31 13F LOWES COS COM 548661107 5,299 -106 -1.96 465 -7.37 0.0607
2018-02-09 2017-12-31 13F LOWES COS COM 548661107 5,405 179 3.43 502 20.10 0.0655
2017-10-23 2017-09-30 13F LOWES COS COM 548661107 5,226 -5,800 -52.60 418 -51.11 0.0629
2017-07-27 2017-06-30 13F LOWES COS COM 548661107 11,026 540 5.15 855 -0.81 0.1468
2017-05-02 2017-03-31 13F LOWES COS COM 548661107 10,486 -1,300 -11.03 862 2.86 0.1761
2017-01-30 2016-12-31 13F LOWES COS COM 548661107 11,786 1,354 12.98 838 11.29 0.2010
2016-10-24 2016-09-30 13F LOWES COS COM 548661107 10,432 60 0.58 753 -8.28 0.2023
2016-08-12 2016-06-30 13F/A-1 LOWES COS COM 548661107 10,372 -387 -3.60 821 0.74 0.2831
2016-05-10 2016-03-31 13F LOWES COS COM 548661107 10,759 -5,715 -34.69 815 -34.96 0.2488
2016-02-08 2015-12-31 13F LOWES COS COM 548661107 16,474 12 0.07 1,253 3.13 0.3271
2015-11-09 2015-09-30 13F LOWES COS COM 548661107 16,462 -100 -0.60 1,215 9.56 0.3185
2015-08-03 2015-06-30 13F LOWES COS COM 548661107 16,562 200 1.22 1,109 -8.87 0.2974
2015-05-13 2015-03-31 13F LOWES COS COM 548661107 16,362 16,362 0.00 1,217 0.3788
2015-01-30 2014-12-31 13F LOWES COS COM 548661107 0 -16,975 -100.00 0 -100.00
2014-10-28 2014-09-30 13F LOWES COS COM 548661107 16,975 -1,258 -6.90 898 2.63 0.4236
2014-07-21 2014-06-30 13F LOWES COS COM 548661107 18,233 -192 -1.04 875 -2.89 0.3899
2014-04-11 2014-03-31 13F LOWES COS COM 548661107 18,425 -27,421 -59.81 901 -60.34 0.4676
2014-03-07 2013-12-31 13F LOWES COS COM 548661107 45,846 45,846 2,272 0.8126
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.