Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAmeliora Wealth Management Ltd.
Latest Disclosed Ownership1,834 shares
Latest Disclosed Value $ 433,338
Ameliora Wealth Management Ltd. reports 2.52% increase in ownership of LOW / Lowe's Companies, Inc.

On April 23, 2026 - Ameliora Wealth Management Ltd. filed a 13F-HR form disclosing ownership of 1,834 shares of Lowe's Companies, Inc. (MX:LOW) valued at $433,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,789 shares of Lowe's Companies, Inc.. This represents a change in shares of 2.52% 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)
2026-04-23 2026-03-31 13F LOWES COS COM 548661107 1,834 45 2.52 433 0.46 0.1381
2026-01-21 2025-12-31 13F LOWES COS COM 548661107 1,789 185 11.53 431 6.95 0.1314
2025-11-12 2025-09-30 13F LOWES COS COM 548661107 1,604 55 3.55 403 17.49 0.1342
2025-07-23 2025-06-30 13F LOWES COS COM 548661107 1,549 -742 -32.39 344 -35.77 0.1229
2025-04-15 2025-03-31 13F LOWES COS COM 548661107 2,291 96 4.37 534 -1.29 0.2010
2025-01-28 2024-12-31 13F LOWES COS COM 548661107 2,195 0 0.00 542 -8.92 0.2033
2024-10-11 2024-09-30 13F LOWES COS COM 548661107 2,195 127 6.14 595 30.55 0.2479
2024-07-16 2024-06-30 13F LOWES COS COM 548661107 2,068 0 0.00 456 -13.50 0.2069
2024-04-16 2024-03-31 13F LOWES COS COM 548661107 2,068 0 0.00 527 14.35 0.2388
2024-01-10 2023-12-31 13F LOWES COS COM 548661107 2,068 128 6.60 460 14.14 0.2285
2023-10-10 2023-09-30 13F LOWES COS COM 548661107 1,940 0 0.00 403 -7.78 0.2391
2023-07-10 2023-06-30 13F LOWES COS COM 548661107 1,940 -1,675 -46.33 438 -39.47 0.2705
2023-04-17 2023-03-31 13F LOWES COS COM 548661107 3,615 3,615 723 0.4219
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.