Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionBeacon Investment Advisory Services, Inc.
Latest Disclosed Ownership6,359 shares
Latest Disclosed Value $ 1,502,505
Beacon Investment Advisory Services, Inc. reports 10.73% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 14, 2026 - Beacon Investment Advisory Services, Inc. filed a 13F-HR form disclosing ownership of 6,359 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,502,505 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 16, 2026 disclosing 7,123 shares of Lowe's Companies, Inc.. This represents a change in shares of -10.73% 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)
2026-04-14 2026-03-31 13F LOWES COS COM 548661107 6,359 -764 -10.73 1,503 -12.52 0.0617
2026-01-16 2025-12-31 13F/A-1 LOWES COS COM 548661107 7,123 -773 -9.79 1,718 -13.46 0.0701
2026-01-14 2025-12-31 13F LOWES COS COM 548661107 7,123 -773 1,718 0.0701
2025-10-16 2025-09-30 13F LOWES COS COM 548661107 7,896 -802 -9.22 1,984 2.85 0.0835
2025-07-15 2025-06-30 13F LOWES COS COM 548661107 8,698 -595 -6.40 1,930 -10.98 0.0852
2025-05-06 2025-03-31 13F LOWES COS COM 548661107 9,293 -2,893 -23.74 2,167 -27.93 0.1013
2025-01-17 2024-12-31 13F LOWES COS COM 548661107 12,186 -1,153 -8.64 3,008 -16.75 0.1303
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 13,339 -401 -2.92 3,613 19.25 0.1503
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 13,740 -810 -5.57 3,029 -18.27 0.1300
2024-05-09 2024-03-31 13F LOWES COS COM 548661107 14,550 -140 -0.95 3,706 13.37 0.1599
2024-02-12 2023-12-31 13F LOWES COS COM 548661107 14,690 -2,110 -12.56 3,269 -6.36 0.1486
2023-10-31 2023-09-30 13F LOWES COS COM 548661107 16,800 -607 -3.49 3,492 -11.13 0.1719
2023-07-21 2023-06-30 13F LOWES COS COM 548661107 17,407 -13 -0.07 3,929 12.78 0.1811
2023-05-04 2023-03-31 13F LOWES COS COM 548661107 17,420 -74 -0.42 3,483 -0.06 0.1693
2023-01-13 2022-12-31 13F LOWES COS COM 548661107 17,494 -1,123 -6.03 3,485 -0.31 0.1785
2022-10-20 2022-09-30 13F LOWES COS COM 548661107 18,617 -1,729 -8.50 3,496 -1.63 0.1923
2022-07-21 2022-06-30 13F LOWES COS COM 548661107 20,346 -619 -2.95 3,554 -16.16 0.1852
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 20,965 -914 -4.18 4,239 -25.04 0.1808
2022-02-04 2021-12-31 13F LOWES COS COM 548661107 21,879 -75 -0.34 5,655 26.96 0.2197
2021-11-09 2021-09-30 13F LOWES COS COM 548661107 21,954 -805 -3.54 4,454 0.88 0.1844
2021-08-02 2021-06-30 13F LOWES COS COM 548661107 22,759 -70 -0.31 4,415 1.68 0.1788
2021-05-21 2021-03-31 13F LOWES COS COM 548661107 22,829 1,301 6.04 4,342 25.67 0.1896
2021-02-08 2020-12-31 13F LOWES COS COM 548661107 21,528 1,906 9.71 3,455 6.14 0.1597
2020-10-29 2020-09-30 13F LOWES COS COM 548661107 19,622 1,857 10.45 3,255 35.63 0.1689
2020-07-28 2020-06-30 13F LOWES COS COM 548661107 17,765 8,050 82.86 2,400 187.08 0.1367
2020-05-05 2020-03-31 13F LOWES COS COM 548661107 9,715 9,715 836 0.0590
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.