Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionCapital Advisors, Ltd. LLC
Latest Disclosed Ownership4,033 shares
Latest Disclosed Value $ 953
Capital Advisors, Ltd. LLC reports 0.85% increase in ownership of LOW / Lowe's Companies, Inc.

On April 16, 2026 - Capital Advisors, Ltd. LLC filed a 13F-HR form disclosing ownership of 4,033 shares of Lowe's Companies, Inc. (MX:LOW) valued at $953 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,999 shares of Lowe's Companies, Inc..

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)
2026-04-16 2026-03-31 13F LOWES COS COM 548661107 4,033 34 0.85 1 0.1083
2026-01-21 2025-12-31 13F LOWES COS COM 548661107 3,999 4 0.10 1 -100.00 0.1087
2025-10-16 2025-09-30 13F LOWES COS COM 548661107 3,995 21 0.53 1 0.1134
2025-07-24 2025-06-30 13F LOWES COS COM 548661107 3,974 41 1.04 1 0.1088
2025-04-15 2025-03-31 13F LOWES COS COM 548661107 3,933 -54 -1.35 1 0.1208
2025-02-04 2024-12-31 13F LOWES COS COM 548661107 3,987 38 0.96 1 -100.00 0.1240
2024-10-24 2024-09-30 13F LOWES COS COM 548661107 3,949 56 1.44 1 0.1327
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 3,893 34 0.88 1 0.1114
2024-04-18 2024-03-31 13F LOWES COS COM 548661107 3,859 43 1.13 1 0.1281
2024-02-02 2023-12-31 13F LOWES COS COM 548661107 3,816 4 0.10 1 0.1192
2023-10-27 2023-09-30 13F LOWES COS COM 548661107 3,812 43 1.14 1 0.1213
2023-07-26 2023-06-30 13F LOWES COS COM 548661107 3,769 504 15.44 1 0.1271
2023-05-03 2023-03-31 13F LOWES COS COM 548661107 3,265 -432 -11.69 1 0.1073
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 3,697 469 14.53 1 -100.00 0.1127
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 3,228 101 3.23 606 10.99 0.1180
2022-08-05 2022-06-30 13F LOWES COS COM 548661107 3,127 181 6.14 546 -8.39 0.1023
2022-05-09 2022-03-31 13F LOWES COS COM 548661107 2,946 340 13.05 596 -11.57 0.0991
2022-02-08 2021-12-31 13F LOWES COS COM 548661107 2,606 485 22.87 674 56.74 0.1088
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 2,121 1,042 96.57 430 105.74 0.0767
2021-08-10 2021-06-30 13F LOWES COS COM 548661107 1,079 0 0.00 209 1.95 0.0375
2021-05-13 2021-03-31 13F LOWES COS COM 548661107 1,079 0 0.00 205 18.50 0.0376
2021-02-10 2020-12-31 13F LOWES COS COM 548661107 1,079 0 0.00 173 -3.35 0.0382
2020-11-03 2020-09-30 13F LOWES COS COM 548661107 1,079 0 0.00 179 22.60 0.0447
2020-08-06 2020-06-30 13F LOWES COS COM 548661107 1,079 0 0.00 146 56.99 0.0385
2020-05-08 2020-03-31 13F LOWES COS COM 548661107 1,079 0 0.00 93 -27.91 0.0292
2020-02-03 2019-12-31 13F LOWES COS COM 548661107 1,079 -72 -6.26 129 1.57 0.0329
2019-10-23 2019-09-30 13F LOWES COS COM UNIT RP LP 548661107 1,151 -65 -5.35 127 3.25 0.0351
2019-07-31 2019-06-30 13F LOWES COS COM 548661107 1,216 1,216 123 0.0348
2019-05-01 2019-03-31 13F LOWES COS COM 548661107 0 -1,006 -100.00 0 -100.00
2019-01-29 2018-12-31 13F LOWES COS COM 548661107 1,006 0 0.00 93 -19.83 0.0274
2018-10-24 2018-09-30 13F LOWES COS COM 548661107 1,006 1,006 116 0.0327
2017-04-19 2017-03-31 13F LOWES COS COM 548661107 0 -66 -100.00 0 -100.00
2017-01-20 2016-12-31 13F LOWES COS COM 548661107 66 66 5 0.0021
2015-10-20 2015-09-30 13F LOWES COS COM 548661107 0 -220 -100.00 0 -100.00
2015-07-14 2015-06-30 13F LOWES COS COM 548661107 220 220 15 0.0078
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.