Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAltus Wealth Group LLC
Latest Disclosed Ownership2,618 shares
Latest Disclosed Value $ 618,581
Altus Wealth Group LLC reports 0.50% increase in ownership of LOW / Lowe's Companies, Inc.

On April 27, 2026 - Altus Wealth Group LLC filed a 13F-HR form disclosing ownership of 2,618 shares of Lowe's Companies, Inc. (MX:LOW) valued at $618,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,605 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.50% 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)
2026-04-27 2026-03-31 13F LOWES COS COM 548661107 2,618 13 0.50 619 -1.59 0.2534
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 2,605 0 0.00 628 -3.98 0.2511
2025-10-21 2025-09-30 13F LOWES COS COM 548661107 2,605 -5 -0.19 655 12.95 0.2688
2025-07-29 2025-06-30 13F LOWES COS COM 548661107 2,610 -287 -9.91 579 -14.22 0.2562
2025-04-25 2025-03-31 13F LOWES COS COM 548661107 2,897 -24 -0.82 676 -6.25 0.3164
2025-02-10 2024-12-31 13F LOWES COS COM 548661107 2,921 -2 -0.07 721 -8.98 0.3189
2024-10-22 2024-09-30 13F LOWES COS COM 548661107 2,923 24 0.83 792 23.79 0.3385
2024-08-05 2024-06-30 13F LOWES COS COM 548661107 2,899 -32 -1.09 639 -14.34 0.3200
2024-05-02 2024-03-31 13F LOWES COS COM 548661107 2,931 -19 -0.64 747 13.72 0.3743
2024-01-29 2023-12-31 13F LOWES COS COM 548661107 2,950 5 0.17 657 7.19 0.3638
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 2,945 -7 -0.24 612 -8.11 0.3883
2023-08-03 2023-06-30 13F LOWES COS COM 548661107 2,952 -15 -0.51 666 12.31 0.4091
2023-05-01 2023-03-31 13F LOWES COS COM 548661107 2,967 0 0.00 593 0.34 0.3996
2023-01-18 2022-12-31 13F LOWES COS COM 548661107 2,967 693 30.47 591 28.20 0.4490
2022-11-02 2022-09-30 13F LOWES COS COM 548661107 2,274 0 0.00 461 0.00 0.4584
2022-08-10 2022-06-30 13F LOWES COS COM 548661107 2,274 -10 -0.44 461 -0.22 0.4584
2022-05-09 2022-03-31 13F LOWES COS COM 548661107 2,284 10 0.44 462 -21.43 0.3785
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 2,274 0 0.00 588 27.55 0.4850
2021-11-08 2021-09-30 13F LOWES COS COM 548661107 2,274 -100 -4.21 461 0.22 0.4584
2021-08-12 2021-06-30 13F LOWES COS COM 548661107 2,374 35 1.50 460 -1.92 0.4494
2021-05-14 2021-03-31 13F LOWES COS COM 548661107 2,339 929 65.89 469 107.52 0.4662
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 1,410 1,410 226 0.2161
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.