Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionCalamos Wealth Management LLC
Latest Disclosed Ownership5,887 shares
Latest Disclosed Value $ 1,390,980
Calamos Wealth Management LLC reports 0.31% increase in ownership of LOW / Lowe's Companies, Inc.

On May 4, 2026 - Calamos Wealth Management LLC filed a 13F-HR form disclosing ownership of 5,887 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,390,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 5,869 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.31% 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)
2026-05-04 2026-03-31 13F LOWES COS COM 548661107 5,887 18 0.31 1,391 -1.77 0.0479
2026-01-29 2025-12-31 13F LOWES COS COM 548661107 5,869 -48 -0.81 1,415 -4.84 0.0488
2025-10-20 2025-09-30 13F LOWES COS COM 548661107 5,917 -289 -4.66 1,487 8.07 0.0536
2025-07-29 2025-06-30 13F LOWES COS COM 548661107 6,206 -31 -0.50 1,377 -5.36 0.0583
2025-04-29 2025-03-31 13F LOWES COS COM 548661107 6,237 1,326 27.00 1,455 19.97 0.0725
2025-01-24 2024-12-31 13F LOWES COS COM 548661107 4,911 109 2.27 1,212 -6.77 0.0606
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 4,802 485 11.23 1,301 36.70 0.0666
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 4,317 -273 -5.95 952 -18.65 0.0507
2024-05-08 2024-03-31 13F LOWES COS COM 548661107 4,590 -384 -7.72 1,169 5.70 0.0656
2024-01-31 2023-12-31 13F LOWES COS COM 548661107 4,974 -87 -1.72 1,107 5.23 0.0696
2023-10-26 2023-09-30 13F LOWES COS COM 548661107 5,061 -208 -3.95 1,052 -11.61 0.0797
2023-07-28 2023-06-30 13F LOWES COS COM 548661107 5,269 5 0.09 1,189 13.02 0.0872
2023-05-04 2023-03-31 13F LOWES COS COM 548661107 5,264 -85 -1.59 1,053 -1.22 0.0825
2023-01-26 2022-12-31 13F LOWES COS COM 548661107 5,349 7 0.13 1,066 6.18 0.0827
2022-10-24 2022-09-30 13F LOWES COS COM 548661107 5,342 -175 -3.17 1,003 4.05 0.0860
2022-08-01 2022-06-30 13F LOWES COS COM 548661107 5,517 -77 -1.38 964 -14.77 0.0855
2022-05-03 2022-03-31 13F LOWES COS COM 548661107 5,594 77 1.40 1,131 -20.69 0.0845
2022-02-01 2021-12-31 13F LOWES COS COM 548661107 5,517 153 2.85 1,426 31.07 0.1042
2021-10-26 2021-09-30 13F LOWES COS COM 548661107 5,364 -45 -0.83 1,088 3.72 0.0879
2021-07-22 2021-06-30 13F LOWES COS COM 548661107 5,409 17 0.32 1,049 2.34 0.0817
2021-04-12 2021-03-31 13F LOWES COS COM 548661107 5,392 39 0.73 1,025 19.32 0.0845
2021-01-27 2020-12-31 13F LOWES COS COM 548661107 5,353 -160 -2.90 859 -6.02 0.0784
2020-10-26 2020-09-30 13F LOWES COS COM 548661107 5,513 -456 -7.64 914 13.26 0.1046
2020-07-27 2020-06-30 13F LOWES COS COM 548661107 5,969 -5,010 -45.63 807 -14.60 0.1007
2020-04-28 2020-03-31 13F LOWES COS COM 548661107 10,979 -2,254 -17.03 945 -40.38 0.1441
2020-01-15 2019-12-31 13F LOWE'S COS COMMON STOCK 548661107 13,233 -303 -2.24 1,585 6.52 0.1867
2019-10-21 2019-09-30 13F LOWE'S COS COMMON STOCK 548661107 13,536 -315 -2.27 1,488 6.44 0.1989
2019-08-07 2019-06-30 13F LOWE'S COS COMMON STOCK 548661107 13,851 -975 -6.58 1,398 -13.86 0.1886
2019-04-12 2019-03-31 13F LOWE'S COS COMMON STOCK 548661107 14,826 -178 -1.19 1,623 17.10 0.2318
2019-01-24 2018-12-31 13F LOWE'S COS COMMON STOCK 548661107 15,004 7,881 110.64 1,386 69.44 0.2086
2018-10-22 2018-09-30 13F LOWE'S COS COMMON STOCK 548661107 7,123 -203 -2.77 818 16.86 0.1019
2018-07-17 2018-06-30 13F LOWE'S COS COMMON STOCK 548661107 7,326 -12,587 -63.21 700 -59.95 0.0873
2018-04-13 2018-03-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 19,913 -1,392 -6.53 1,748 -11.72 0.2191
2018-02-13 2017-12-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 21,305 -785 -3.55 1,980 12.12 0.2569
2017-10-25 2017-09-30 13F LOWE'S COMPANIES COMMON STOCK 548661107 22,090 -90 -0.41 1,766 2.67 0.2447
2017-08-09 2017-06-30 13F LOWE'S COMPANIES COMMON STOCK 548661107 22,180 11,544 108.54 1,720 96.80 0.2434
2017-04-20 2017-03-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 10,636 -3,165 -22.93 874 -11.00 0.1307
2017-02-06 2016-12-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 13,801 -792 -5.43 982 -6.83 0.1580
2016-11-14 2016-09-30 13F LOWE'S COMPANIES COMMON STOCK 548661107 14,593 -627 -4.12 1,054 -12.53 0.1802
2016-07-26 2016-06-30 13F LOWE'S COMPANIES COMMON STOCK 548661107 15,220 12,485 456.49 1,205 482.13 0.2129
2016-04-25 2016-03-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 2,735 0 0.00 207 -0.48 0.0398
2016-02-05 2015-12-31 13F LOWE'S COMPANIES COMMON STOCK 548661107 2,735 2,735 208 0.0414
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.