Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership5,813 shares
Latest Disclosed Value $ 1,373,523
Bedel Financial Consulting, Inc. reports 0.58% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 5,813 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,373,523 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 5,847 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.58% 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)
2026-05-04 2026-03-31 13F LOWES COS COM 548661107 5,813 -34 -0.58 1,374 -2.62 0.1526
2026-01-28 2025-12-31 13F LOWES COS COM 548661107 5,847 86 1.49 1,410 -2.56 0.1517
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 5,761 212 3.82 1,448 17.55 0.1848
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 5,549 3 0.05 1,231 -0.40 0.1679
2025-05-07 2025-03-31 13F LOWES COS COM 548661107 5,546 41 0.74 1,237 -13.08 0.1772
2025-02-06 2024-12-31 13F LOWES COS COM 548661107 5,505 -40 -0.72 1,423 -5.26 0.1976
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 5,545 410 7.98 1,502 32.60 0.2119
2024-08-05 2024-06-30 13F LOWES COS COM 548661107 5,135 -84 -1.61 1,132 -14.82 0.1659
2024-05-07 2024-03-31 13F LOWES COS COM 548661107 5,219 -25 -0.48 1,329 13.98 0.2085
2024-02-13 2023-12-31 13F/A-1 LOWES COS COM 548661107 5,244 -91 -1.71 1,167 5.23 0.2139
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 5,244 -91 1,167 0.2138
2024-02-08 2023-09-30 13F LOWES COS COM 548661107 5,335 3 0.06 1,109 -7.90 0.2245
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 5,332 131 2.52 1,204 15.78 0.2514
2023-05-02 2023-03-31 13F LOWES COS COM 548661107 5,201 7 0.13 1,040 0.48 0.2533
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 5,194 65 1.27 1,035 8.05 0.2573
2022-11-08 2022-09-30 13F LOWES COS COM 548661107 5,129 17 0.33 957 7.17 0.2537
2022-08-04 2022-06-30 13F LOWES COS COM 548661107 5,112 12 0.24 893 -13.39 0.2612
2022-04-19 2022-03-31 13F LOWES COS COM 548661107 5,100 60 1.19 1,031 -20.87 0.3240
2022-01-11 2021-12-31 13F LOWES COS COM 548661107 5,040 -10 -0.20 1,303 27.25 0.4052
2021-10-12 2021-09-30 13F LOWES COS COM 548661107 5,050 -144 -2.77 1,024 1.69 0.3515
2021-08-03 2021-06-30 13F LOWES COS COM 548661107 5,194 105 2.06 1,007 4.03 0.3505
2021-04-26 2021-03-31 13F LOWES COS COM 548661107 5,089 16 0.32 968 18.92 0.3745
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 5,073 7 0.14 814 -3.10 0.3612
2020-10-20 2020-09-30 13F LOWES COS COM 548661107 5,066 -13 -0.26 840 22.45 0.4200
2020-07-14 2020-06-30 13F LOWES COS COM 548661107 5,079 -26 -0.51 686 56.26 0.3699
2020-05-06 2020-03-31 13F LOWES COS COM 548661107 5,105 32 0.63 439 -27.80 0.2903
2020-01-28 2019-12-31 13F LOWES COS COM 548661107 5,073 -8 -0.16 608 8.77 0.3448
2019-10-09 2019-09-30 13F LOWES COS COM 548661107 5,081 8 0.16 559 9.18 0.3365
2019-08-01 2019-06-30 13F LOWES COS COM 548661107 5,073 -35 -0.69 512 -8.41 0.3112
2019-05-02 2019-03-31 13F LOWES COS COM 548661107 5,108 10 0.20 559 18.68 0.3565
2019-01-28 2018-12-31 13F LOWES COS COM 548661107 5,098 -1 -0.02 471 -12.78 0.3389
2018-11-01 2018-09-30 13F LOWES COS COM 548661107 5,099 124 2.49 540 13.68 0.3604
2018-07-18 2018-06-30 13F LOWES COS COM 548661107 4,975 -67 -1.33 475 7.47 0.3494
2018-05-03 2018-03-31 13F LOWES COS COM 548661107 5,042 -105 -2.04 442 -7.53 0.3360
2018-02-06 2017-12-31 13F LOWES COS COM 548661107 5,147 5,147 478 0.4301
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.