Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAtlas Private Wealth Advisors
Latest Disclosed Ownership1,224 shares
Latest Disclosed Value $ 289,207
Atlas Private Wealth Advisors reports 34.21% increase in ownership of LOW / Lowe's Companies, Inc.

On April 23, 2026 - Atlas Private Wealth Advisors filed a 13F-HR form disclosing ownership of 1,224 shares of Lowe's Companies, Inc. (MX:LOW) valued at $289,207 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 912 shares of Lowe's Companies, Inc.. This represents a change in shares of 34.21% 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 1,224 312 34.21 289 31.96 0.0681
2026-02-05 2025-12-31 13F LOWES COS COM 548661107 912 0 0.00 220 -4.37 0.0514
2025-11-04 2025-09-30 13F LOWES COS COM 548661107 912 -1,008 -52.50 229 -46.12 0.0561
2025-08-05 2025-06-30 13F LOWES COS COM 548661107 1,920 23 1.21 426 -3.85 0.0548
2025-04-17 2025-03-31 13F LOWES COS COM 548661107 1,897 73 4.00 442 -1.78 0.0617
2025-01-21 2024-12-31 13F LOWES COS COM 548661107 1,824 0 0.00 450 -8.91 0.0638
2024-10-09 2024-09-30 13F LOWES COS COM 548661107 1,824 0 0.00 494 22.89 0.0716
2024-07-12 2024-06-30 13F LOWES COS COM 548661107 1,824 912 100.00 402 73.28 0.0654
2024-05-06 2024-03-31 13F LOWES COS COM 548661107 912 -912 -50.00 232 -42.72 0.0776
2024-01-10 2023-12-31 13F LOWES COS COM 548661107 1,824 0 0.00 406 6.86 0.0755
2023-10-11 2023-09-30 13F LOWES COS COM 548661107 1,824 1,824 379 0.0717
2022-04-11 2022-03-31 13F LOWES COMPANIES Common Stock 548661107 0 0 0 0.0000
2022-04-21 2021-12-31 13F LOWES COMPANIES Common Stock 548661107 0 -73 -100.00 0 -100.00
2021-10-26 2021-09-30 13F LOWES COMPANIES Common Stock 548661107 73 -8 -9.88 15 -6.25 0.0078
2021-08-02 2021-06-30 13F LOWES COMPANIES Common Stock 548661107 81 -28 -25.69 16 -23.81 0.0087
2021-04-28 2021-03-31 13F LOWES COMPANIES Common Stock 548661107 109 27 32.93 21 61.54 0.0117
2021-01-29 2020-12-31 13F LOWES COMPANIES Common Stock 548661107 82 22 36.67 13 30.00 0.0087
2020-10-27 2020-09-30 13F LOWES COMPANIES Common Stock 548661107 60 -63 -51.22 10 -41.18 0.0083
2020-08-14 2020-06-30 13F LOWES COMPANIES Common Stock 548661107 123 123 17 0.0151
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.