Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership31,050 shares
Latest Disclosed Value $ 7,336,409
Bragg Financial Advisors, Inc reports 1.20% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 31,050 shares of Lowe's Companies, Inc. (MX:LOW) valued at $7,336,409 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 31,428 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.20% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 31,050 -378 -1.20 7,336 -3.21 0.2321
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 31,428 -1,274 -3.90 7,579 -7.78 0.2467
2025-11-13 2025-09-30 13F LOWES COS COM 548661107 32,702 825 2.59 8,218 16.20 0.2719
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 31,877 -450 -1.39 7,073 -6.19 0.2527
2025-05-14 2025-03-31 13F LOWES COS COM 548661107 32,327 324 1.01 7,540 -4.55 0.3101
2025-02-13 2024-12-31 13F LOWES COS COM 548661107 32,003 1,621 5.34 7,898 -4.02 0.3199
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 30,382 -433 -1.41 8,229 21.14 0.3386
2024-08-15 2024-06-30 13F LOWES COS COM 548661107 30,815 -440 -1.41 6,794 -14.67 0.3032
2024-05-14 2024-03-31 13F/A-1 LOWES COS COM 548661107 31,255 -299 -0.95 7,962 13.37 0.3572
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 31,255 -299 7,962 0.3572
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 31,554 -1,463 -4.43 7,022 2.33 0.3340
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 33,017 -467 -1.39 6,862 -9.20 0.3624
2023-08-15 2023-06-30 13F LOWES COS COM 548661107 33,484 -800 -2.33 7,557 10.24 0.4150
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 34,284 -412 -1.19 6,856 -0.82 0.4044
2023-02-15 2022-12-31 13F LOWES COS COM 548661107 34,696 -625 -1.77 6,913 4.19 0.4204
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 35,321 586 1.69 6,634 9.35 0.4575
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 34,735 1,251 3.74 6,067 -10.38 0.4031
2022-05-11 2022-03-31 13F LOWES COS COM 548661107 33,484 388 1.17 6,770 0.83 0.3945
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 33,096 0 0.00 6,714 0.00 0.4303
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 33,096 1,539 4.88 6,714 9.69 0.4303
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 31,557 -727 -2.25 6,121 -0.31 0.3909
2021-05-14 2021-03-31 13F LOWES COS COM 548661107 32,284 -447 -1.37 6,140 16.86 0.4134
2021-02-11 2020-12-31 13F LOWES COS COM 548661107 32,731 -2,684 -7.58 5,254 -10.55 0.4596
2020-11-13 2020-09-30 13F LOWES COS COM 548661107 35,415 694 2.00 5,874 25.19 0.6020
2020-08-14 2020-06-30 13F LOWES COS COM 548661107 34,721 -678 -1.92 4,692 54.04 0.5223
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 35,399 -1,381 -3.75 3,046 -30.85 0.4093
2020-02-14 2019-12-31 13F LOWES COS COM 548661107 36,780 -1,230 -3.24 4,405 5.38 0.4932
2019-11-14 2019-09-30 13F LOWES COS COM 548661107 38,010 -211 -0.55 4,180 8.37 0.5082
2019-08-14 2019-06-30 13F LOWES COS COM 548661107 38,221 -762 -1.95 3,857 -9.61 0.4754
2019-05-13 2019-03-31 13F LOWES COS COM 548661107 38,983 -829 -2.08 4,267 16.05 0.5543
2019-02-14 2018-12-31 13F LOWES COS COM 548661107 39,812 -592 -1.47 3,677 -20.74 0.5528
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 40,404 -565 -1.38 4,639 18.49 0.6235
2018-08-14 2018-06-30 13F LOWES COS COM 548661107 40,969 -229 -0.56 3,915 8.30 0.5587
2018-05-14 2018-03-31 13F LOWES COS COM 548661107 41,198 -1,362 -3.20 3,615 -8.62 0.5288
2018-02-14 2017-12-31 13F LOWES COS COM 548661107 42,560 -237 -0.55 3,956 15.64 0.5681
2017-11-14 2017-09-30 13F LOWES COS COM 548661107 42,797 -315 -0.73 3,421 2.36 0.5243
2017-08-14 2017-06-30 13F LOWES COS COM 548661107 43,112 -760 -1.73 3,342 -7.35 0.5273
2017-05-16 2017-03-31 13F LOWES COS COM 548661107 43,872 -837 -1.87 3,607 13.43 0.5784
2017-02-14 2016-12-31 13F LOWES COS COM 548661107 44,709 -733 -1.61 3,180 -3.08 0.5243
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 45,442 -135 -0.30 3,281 -9.06 0.5860
2016-08-15 2016-06-30 13F LOWES COS COM 548661107 45,577 -406 -0.88 3,608 3.59 0.6503
2016-05-12 2016-03-31 13F LOWES COS COM 548661107 45,983 -993 -2.11 3,483 -2.49 0.6697
2016-02-10 2015-12-31 13F LOWES COS COM 548661107 46,976 -888 -1.86 3,572 8.28 0.7657
2015-11-12 2015-09-30 13F LOWES COS COM 548661107 47,864 -165 -0.34 3,299 2.55 0.7891
2015-08-14 2015-06-30 13F LOWES COS COM 548661107 48,029 -1,493 -3.01 3,217 -12.68 0.7360
2015-05-15 2015-03-31 13F LOWES COS COM 548661107 49,522 1,989 4.18 3,684 12.66 0.8487
2015-02-11 2014-12-31 13F LOWES COS COM 548661107 47,533 -2,449 -4.90 3,270 23.63 0.7931
2014-11-14 2014-09-30 13F LOWES COS COM 548661107 49,982 -6,782 -11.95 2,645 -2.90 0.6680
2014-08-13 2014-06-30 13F LOWES COS COM 548661107 56,764 -4,183 -6.86 2,724 -8.59 0.6528
2014-05-14 2014-03-31 13F LOWES COS COM 548661107 60,947 -853 -1.38 2,980 -2.68 0.7283
2014-02-14 2013-12-31 13F LOWES COS COM 548661107 61,800 1,550 2.57 3,062 6.73 0.7427
2013-11-14 2013-09-30 13F Lowes Cos Com 548661107 60,250 -215 -0.36 2,869 16.01 0.7464
2013-08-14 2013-06-30 13F Lowes Cos Com 548661107 60,465 60,465 2,473 0.6778
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.