Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionBallentine Partners, LLC
Latest Disclosed Ownership12,540 shares
Latest Disclosed Value $ 2,963,093
Ballentine Partners, LLC reports 3.63% increase in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Ballentine Partners, LLC filed a 13F-HR form disclosing ownership of 12,540 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,963,093 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 12,101 shares of Lowe's Companies, Inc.. This represents a change in shares of 3.63% 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)
2026-05-14 2026-03-31 13F LOWES COS COM 548661107 12,540 439 3.63 2,963 1.54 0.0289
2026-02-03 2025-12-31 13F LOWES COS COM 548661107 12,101 -24 -0.20 2,918 -4.23 0.0410
2025-11-03 2025-09-30 13F LOWES COS COM 548661107 12,125 376 3.20 3,047 16.92 0.0423
2025-07-15 2025-06-30 13F LOWES COS COM 548661107 11,749 606 5.44 2,607 0.31 0.0393
2025-05-01 2025-03-31 13F LOWES COS COM 548661107 11,143 104 0.94 2,599 -4.63 0.0450
2025-01-16 2024-12-31 13F LOWES COS COM 548661107 11,039 -14 -0.13 2,724 -8.99 0.0467
2024-10-23 2024-09-30 13F LOWES COS COM 548661107 11,053 1,527 16.03 2,994 42.52 0.0512
2024-08-06 2024-06-30 13F LOWES COS COM 548661107 9,526 -99 -1.03 2,100 -14.32 0.0389
2024-04-11 2024-03-31 13F LOWES COS COM 548661107 9,625 729 8.19 2,452 23.85 0.0465
2024-01-23 2023-12-31 13F LOWES COS COM 548661107 8,896 -1,289 -12.66 1,980 -6.47 0.0404
2023-10-19 2023-09-30 13F LOWES COS COM 548661107 10,185 289 2.92 2,117 -5.24 0.0498
2023-07-26 2023-06-30 13F LOWES COS COM 548661107 9,896 1,337 15.62 2,234 30.51 0.0513
2023-04-27 2023-03-31 13F LOWES COS COM 548661107 8,559 401 4.92 1,712 5.29 0.0431
2023-01-27 2022-12-31 13F LOWES COS COM 548661107 8,158 -75 -0.91 1,625 5.11 0.0483
2022-10-26 2022-09-30 13F LOWES COS COM 548661107 8,233 1,200 17.06 1,546 25.90 0.0535
2022-08-09 2022-06-30 13F LOWES COS COM 548661107 7,033 1,542 28.08 1,228 -13.46 0.0434
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 5,491 -1,104 -16.74 1,419 6.05 0.0424
2021-10-27 2021-09-30 13F LOWES COS COM 548661107 6,595 87 1.34 1,338 5.94 0.0453
2021-08-12 2021-06-30 13F LOWES COS COM 548661107 6,508 62 0.96 1,263 3.10 0.0436
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 6,446 460 7.68 1,225 27.60 0.0454
2021-01-25 2020-12-31 13F LOWES COS COM 548661107 5,986 -278 -4.44 960 -7.60 0.0380
2020-10-22 2020-09-30 13F LOWES COS COM 548661107 6,264 356 6.03 1,039 30.20 0.0459
2020-07-31 2020-06-30 13F LOWES COS COM 548661107 5,908 -470 -7.37 798 45.36 0.0382
2020-04-23 2020-03-31 13F LOWES COS COM 548661107 6,378 -365 -5.41 549 -31.97 0.0319
2020-01-22 2019-12-31 13F LOWES COS COM 548661107 6,743 97 1.46 807 10.55 0.0366
2019-10-21 2019-09-30 13F LOWES COS COM 548661107 6,646 -222 -3.23 730 5.34 0.0343
2019-07-25 2019-06-30 13F LOWES COS COM 548661107 6,868 1,280 22.91 693 13.24 0.0333
2019-05-09 2019-03-31 13F LOWES COS COM 548661107 5,588 163 3.00 612 22.16 0.0318
2019-02-04 2018-12-31 13F LOWES COS COM 548661107 5,425 322 6.31 501 -14.51 0.0289
2018-10-30 2018-09-30 13F LOWES COS COM 548661107 5,103 83 1.65 586 22.08 0.0306
2018-07-19 2018-06-30 13F LOWES COS COM 548661107 5,020 -230 -4.38 480 4.12 0.0266
2018-04-26 2018-03-31 13F LOWES COS COM 548661107 5,250 -194 -3.56 461 -8.89 0.0259
2018-02-02 2017-12-31 13F LOWES COS COM 548661107 5,444 -1,707 -23.87 506 -11.54 0.0276
2017-11-06 2017-09-30 13F LOWES COS COM 548661107 7,151 1,769 32.87 572 40.54 0.0316
2017-08-03 2017-06-30 13F LOWES COS COM 548661107 5,382 1,253 30.35 407 20.06 0.0297
2017-05-30 2017-03-31 13F/A-1 LOWES COS COM 548661107 4,129 4,129 339 0.0241
2017-05-15 2017-03-31 13F LOWES COS COM 548661107 4,129 4,129 339 0.0242
2016-11-01 2016-09-30 13F LOWES COS COM 548661107 0 -4,573 -100.00 0 -100.00
2016-08-03 2016-06-30 13F LOWES COS COM 548661107 4,573 -151 -3.20 362 1.40 0.0305
2016-05-09 2016-03-31 13F LOWES COS COM 548661107 4,724 4,724 357 0.0314
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.