Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership32,873 shares
Latest Disclosed Value $ 7,767,288
BKD Wealth Advisors, LLC reports 2.31% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 32,873 shares of Lowe's Companies, Inc. (MX:LOW) valued at $7,767,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 33,651 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.31% 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 32,873 -778 -2.31 7,767 -4.29 0.1474
2026-02-10 2025-12-31 13F LOWES COS COM 548661107 33,651 -863 -2.50 8,115 -6.43 0.1532
2025-10-30 2025-09-30 13F LOWES COS COM 548661107 34,514 -849 -2.40 8,674 10.55 0.1723
2025-07-29 2025-06-30 13F LOWES COS COM 548661107 35,363 -848 -2.34 7,846 -7.10 0.1693
2025-05-13 2025-03-31 13F LOWES COS COM 548661107 36,211 1,142 3.26 8,446 -2.43 0.2025
2025-02-04 2024-12-31 13F LOWES COS COM 548661107 35,069 -63 -0.18 8,655 -9.04 0.1995
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 35,132 344 0.99 9,516 24.07 0.2187
2024-08-09 2024-06-30 13F LOWES COS COM 548661107 34,788 910 2.69 7,669 -11.13 0.1914
2024-04-19 2024-03-31 13F LOWES COS COM 548661107 33,878 1,400 4.31 8,630 19.40 0.2193
2024-01-11 2023-12-31 13F LOWES COS COM 548661107 32,478 -405 -1.23 7,228 5.75 0.2012
2023-10-26 2023-09-30 13F LOWES COS COM 548661107 32,883 -7,461 -18.49 6,835 -24.94 0.2062
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 40,344 6,324 18.59 9,106 33.86 0.2668
2023-04-27 2023-03-31 13F LOWES COS COM 548661107 34,020 297 0.88 6,803 1.24 0.2227
2023-02-03 2022-12-31 13F LOWES COS COM 548661107 33,723 527 1.59 6,719 7.78 0.2349
2022-10-14 2022-09-30 13F LOWES COS COM 548661107 33,196 2,923 9.66 6,234 17.89 0.2516
2022-07-22 2022-06-30 13F LOWES COS COM 548661107 30,273 3,041 11.17 5,288 -3.96 0.2139
2022-05-10 2022-03-31 13F LOWES COS COM 548661107 27,232 2,881 11.83 5,506 -12.52 0.2332
2022-01-14 2021-12-31 13F LOWES COS COM 548661107 24,351 -32 -0.13 6,294 27.25 0.2648
2021-10-14 2021-09-30 13F LOWES COS COM 548661107 24,383 617 2.60 4,946 7.29 0.2273
2021-07-14 2021-06-30 13F LOWES COS COM 548661107 23,766 -808 -3.29 4,610 -1.35 0.2145
2021-04-23 2021-03-31 13F LOWES COS COM 548661107 24,574 -4,602 -15.77 4,673 -0.21 0.2321
2021-01-22 2020-12-31 13F LOWES COS COM 548661107 29,176 4,880 20.09 4,683 16.20 0.2346
2020-11-05 2020-09-30 13F LOWES COS COM 548661107 24,296 -887 -3.52 4,030 18.42 0.2347
2020-07-15 2020-06-30 13F LOWES COS COM 548661107 25,183 7,775 44.66 3,403 127.17 0.2204
2020-04-10 2020-03-31 13F LOWES COS COM 548661107 17,408 10,126 139.06 1,498 71.79 0.1228
2020-01-13 2019-12-31 13F LOWES COS COM 548661107 7,282 1,595 28.05 872 39.52 0.0628
2019-10-28 2019-09-30 13F LOWES COS COM 548661107 5,687 729 14.70 625 25.00 0.0500
2019-07-10 2019-06-30 13F LOWES COS COM 548661107 4,958 -632 -11.31 500 -18.30 0.0405
2019-04-10 2019-03-31 13F LOWES COS COM 548661107 5,590 -27 -0.48 612 17.92 0.0508
2019-01-28 2018-12-31 13F/A-1 LOWES COS COM 548661107 5,617 -625 -10.01 519 -27.62 0.0531
2019-01-15 2018-12-31 13F LOWES COS COM 548661107 5,617 -625 519 0.0480
2018-10-09 2018-09-30 13F LOWES COS COM 548661107 6,242 -658 -9.54 717 8.80 0.0628
2018-07-13 2018-06-30 13F LOWES COS COM 548661107 6,900 76 1.11 659 10.02 0.0640
2018-05-25 2018-03-31 13F/A-1 LOWES COS COM 548661107 6,824 3,238 90.30 599 79.88 0.0600
2018-04-20 2018-03-31 13F LOWES COS COM 548661107 6,672 3,086 577
2018-01-18 2017-12-31 13F LOWES COS COM 548661107 3,586 -411 -10.28 333 4.06 0.0333
2017-10-13 2017-09-30 13F LOWES COS COM 548661107 3,997 -4,671 -53.89 320 -52.38 0.0352
2017-07-10 2017-06-30 13F LOWES COS COM 548661107 8,668 179 2.11 672 -3.72 0.0762
2017-04-13 2017-03-31 13F LOWES COS COM 548661107 8,489 581 7.35 698 24.20 0.0852
2017-01-06 2016-12-31 13F LOWES COS COM 548661107 7,908 379 5.03 562 3.31 0.0735
2016-10-18 2016-09-30 13F LOWES COS COM 548661107 7,529 846 12.66 544 2.84 0.0758
2016-07-12 2016-06-30 13F LOWES COS COM 548661107 6,683 238 3.69 529 8.40 0.0786
2016-04-12 2016-03-31 13F LOWES COS COM 548661107 6,445 90 1.42 488 1.04 0.0779
2016-01-26 2015-12-31 13F LOWES COS COM 548661107 6,355 143 2.30 483 12.85 0.0726
2015-11-10 2015-09-30 13F/A-1 LOWES COS COM 548661107 6,212 2,416 63.65 428 68.50 0.0754
2015-10-13 2015-09-30 13F LOWES COS COM 548661107 6,212 2,416 428 0.0723
2015-07-08 2015-06-30 13F LOWES COS COM 548661107 3,796 190 5.27 254 -5.22 0.0381
2015-04-16 2015-03-31 13F LOWES COS COM 548661107 3,606 312 9.47 268 18.06 0.0388
2015-02-26 2014-12-31 13F/A-1 LOWES COS COM 548661107 3,294 -1,500 -31.29 227 -11.67 0.0371
2015-01-15 2014-12-31 13F LOWES COS COM 548661107 4,595 -199 312 0.0482
2014-10-10 2014-09-30 13F LOWES COS COM 548661107 4,794 -233 -4.63 257 7.08 0.0419
2014-07-11 2014-06-30 13F LOWES COS COM 548661107 5,027 180 3.71 240 0.84 0.0382
2014-04-29 2014-03-31 13F LOWES COS COM 548661107 4,847 0 0.00 238 -0.83 0.0421
2014-01-14 2013-12-31 13F/A-1 LOWES COS COM 548661107 4,847 32 0.66 240 4.80 0.0444
2014-01-13 2013-12-31 13F LOWES COS COM 548661107 9,694 479
2014-01-16 2013-09-30 13F/A-1 LOWES COS COM 548661107 4,815 4,815 229 0.0469
2013-11-14 2013-09-30 13F LOWES COS COM 548661107 9,630 458
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.