Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionBiltmore Family Office, LLC
Latest Disclosed Ownership3,704 shares
Latest Disclosed Value $ 875,141
Biltmore Family Office, LLC reports 3.06% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 11, 2026 - Biltmore Family Office, LLC filed a 13F-HR form disclosing ownership of 3,704 shares of Lowe's Companies, Inc. (MX:LOW) valued at $875,141 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,821 shares of Lowe's Companies, Inc.. This represents a change in shares of -3.06% 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)
2026-05-11 2026-03-31 13F LOWES COS COM 548661107 3,704 -117 -3.06 875 -4.99 0.1223
2026-02-04 2025-12-31 13F LOWES COS COM 548661107 3,821 699 22.39 921 17.47 0.1272
2025-10-31 2025-09-30 13F LOWES COS COM 548661107 3,122 1,711 121.26 785 150.48 0.1117
2025-08-01 2025-06-30 13F LOWES COS COM 548661107 1,411 -1,947 -57.98 313 -60.03 0.0529
2025-05-12 2025-03-31 13F LOWES COS COM 548661107 3,358 1,700 102.53 783 91.44 0.1335
2025-02-12 2024-12-31 13F LOWES COS COM 548661107 1,658 0 0.00 409 -8.71 0.0687
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 1,658 76 4.80 449 28.74 0.0768
2024-08-07 2024-06-30 13F LOWES COS COM 548661107 1,582 152 10.63 349 -4.40 0.0642
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 1,430 -50 -3.38 364 10.64 0.0718
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 1,480 0 0.00 329 7.17 0.0678
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 1,480 0 0.00 308 -7.81 0.0698
2023-08-07 2023-06-30 13F LOWES COS COM 548661107 1,480 -1,008 -40.51 334 -33.00 0.0706
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 2,488 -316 -11.27 498 -10.93 0.1049
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 2,804 1,296 85.94 559 97.17 0.1149
2022-11-10 2022-09-30 13F LOWES COS COM 548661107 1,508 29 1.96 283 9.69 0.0648
2022-08-04 2022-06-30 13F LOWES COS COM 548661107 1,479 0 0.00 258 -13.71 0.0644
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 1,479 101 7.33 299 -16.01 0.0640
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 1,378 -460 -25.03 356 -4.56 0.0677
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 1,838 -292 -13.71 373 -9.69 0.0901
2021-07-30 2021-06-30 13F LOWES COS COM 548661107 2,130 0 0.00 413 1.98 0.1172
2021-05-12 2021-03-31 13F LOWES COS COM 548661107 2,130 0 0.00 405 18.42 0.1262
2021-02-09 2020-12-31 13F LOWES COS COM 548661107 2,130 -370 -14.80 342 -17.59 0.1027
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 2,500 -49 -1.92 415 20.64 0.2318
2020-08-05 2020-06-30 13F LOWES COS COM 548661107 2,549 2 0.08 344 57.08 0.2072
2020-05-08 2020-03-31 13F LOWES COS COM 548661107 2,547 402 18.74 219 -14.79 0.1440
2020-02-05 2019-12-31 13F LOWES COS COM 548661107 2,145 -4,100 -65.65 257 -62.59 0.1033
2019-10-16 2019-09-30 13F LOWES COS COM 548661107 6,245 6,245 687 0.2967
2018-07-17 2018-06-30 13F LOWES COS COM 548661107 0 -6,232 -100.00 0 -100.00
2018-05-15 2018-03-31 13F LOWES COS COM 548661107 6,232 0 0.00 547 -5.53 0.2431
2018-02-14 2017-12-31 13F LOWES COS COM 548661107 6,232 6,232 579 0.2618
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.