Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAlpha Omega Wealth Management LLC
Latest Disclosed Ownership8,367 shares
Latest Disclosed Value $ 1,976,979
Alpha Omega Wealth Management LLC reports 1.50% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 7, 2026 - Alpha Omega Wealth Management LLC filed a 13F-HR form disclosing ownership of 8,367 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,976,979 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 8,494 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.50% 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)
2026-04-07 2026-03-31 13F LOWES COS COM 548661107 8,367 -127 -1.50 1,977 -3.52 0.3205
2026-01-22 2025-12-31 13F LOWES COS COM 548661107 8,494 13 0.15 2,048 -3.89 0.3398
2025-10-22 2025-09-30 13F/A-1 LOWES COS COM 548661107 8,481 -333 -3.78 2,131 9.00 0.3546
2025-10-22 2025-09-30 13F LOWES COS COM 548661107 8,481 2,131
2025-07-15 2025-06-30 13F LOWES COS COM 548661107 8,814 -3,533 -28.61 1,956 -32.09 0.3502
2025-04-15 2025-03-31 13F LOWES COS COM 548661107 12,347 -46 -0.37 2,880 -5.85 0.5503
2025-01-24 2024-12-31 13F LOWES COS COM 548661107 12,393 3,410 37.96 3,059 25.69 0.5798
2024-10-03 2024-09-30 13F LOWES COS COM 548661107 8,983 -547 -5.74 2,433 15.86 0.4467
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 9,530 -209 -2.15 2,101 -15.32 0.4015
2024-04-17 2024-03-31 13F LOWES COS COM 548661107 9,739 -88 -0.90 2,481 13.45 0.4608
2024-01-31 2023-12-31 13F LOWES COS COM 548661107 9,827 -266 -2.64 2,187 4.24 0.3621
2023-10-11 2023-09-30 13F LOWES COS COM 548661107 10,093 -435 -4.13 2,098 -11.74 0.3617
2023-07-31 2023-06-30 13F LOWES COS COM 548661107 10,528 -248 -2.30 2,376 10.31 0.4014
2023-04-19 2023-03-31 13F LOWES COS COM 548661107 10,776 -279 -2.52 2,155 -2.18 0.3723
2023-02-01 2022-12-31 13F LOWES COS COM 548661107 11,055 -364 -3.19 2,203 2.66 0.3913
2022-10-19 2022-09-30 13F LOWES COS COM 548661107 11,419 -194 -1.67 2,145 5.77 0.4096
2022-07-21 2022-06-30 13F LOWES COS COM 548661107 11,613 154 1.34 2,028 -12.47 0.3621
2022-04-29 2022-03-31 13F LOWES COS COM 548661107 11,459 -408 -3.44 2,317 -22.12 0.3662
2022-01-18 2021-12-31 13F LOWES COS COM 548661107 11,867 -244 -2.01 2,975 21.08 0.4572
2021-10-13 2021-09-30 13F LOWES COS COM 548661107 12,111 -274 -2.21 2,457 2.29 0.4018
2021-07-01 2021-06-30 13F LOWES COS COM 548661107 12,385 -884 -6.66 2,402 -4.80 0.3943
2021-04-29 2021-03-31 13F LOWES COS COM 548661107 13,269 -241 -1.78 2,523 16.37 0.4413
2021-02-05 2020-12-31 13F LOWES COS COM 548661107 13,510 86 0.64 2,168 -2.65 0.3671
2020-11-05 2020-09-30 13F LOWES COS COM 548661107 13,424 -162 -1.19 2,227 21.30 0.3143
2020-07-27 2020-06-30 13F LOWES COS COM 548661107 13,586 -22 -0.16 1,836 56.79 0.2791
2020-05-04 2020-03-31 13F LOWES COS COM 548661107 13,608 -30 -0.22 1,171 -28.29 0.2158
2020-02-05 2019-12-31 13F LOWES COS COM 548661107 13,638 -883 -6.08 1,633 -1.33 0.2622
2019-11-12 2019-09-30 13F LOWES COS COM 548661107 14,521 11,501 380.83 1,655 442.62 0.2687
2019-08-14 2019-06-30 13F LOWES COMPANIES COM 548661107 3,020 0 0.00 305 -7.85 0.1295
2019-05-02 2019-03-31 13F LOWES COMPANIES COM 548661107 3,020 0 0.00 331 18.64 0.1486
2019-01-18 2018-12-31 13F LOWES COMPANIES COM 548661107 3,020 0 0.00 279 -19.60 0.1404
2018-11-01 2018-09-30 13F LOWES COMPANIES COM 548661107 3,020 -37 -1.21 347 18.84 0.1557
2018-08-14 2018-06-30 13F LOWES COMPANIES COM 548661107 3,057 0 0.00 292 8.96 0.1431
2018-05-01 2018-03-31 13F LOWES COMPANIES COM 548661107 3,057 -190 -5.85 268 -11.26 0.1344
2018-02-06 2017-12-31 13F LOWES COMPANIES COM 548661107 3,247 0 0.00 302 16.15 0.1480
2017-11-03 2017-09-30 13F LOWES COMPANIES COM 548661107 3,247 100 3.18 260 6.56 0.1297
2017-08-07 2017-06-30 13F LOWES COMPANIES COM 548661107 3,147 0 0.00 244 -5.79 0.1254
2017-05-01 2017-03-31 13F LOWES COMPANIES COM 548661107 3,147 0 0.00 259 15.63 0.1380
2017-01-30 2016-12-31 13F LOWES COMPANIES COM 548661107 3,147 2,460 358.08 224 348.00 0.1184
2016-10-27 2016-09-30 13F LOWE'S COMPANIES COM 548661107 687 -400 -36.80 50 -41.86 0.0398
2016-08-08 2016-06-30 13F LOWE'S COMPANIES COM 548661107 1,087 0 0.00 86 4.88 0.0726
2016-04-21 2016-03-31 13F LOWE'S COMPANIES COM 548661107 1,087 135 14.18 82 13.89 0.0683
2016-02-08 2015-12-31 13F LOWE'S COMPANIES COM 548661107 952 952 72 0.0630
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.