Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionCapital Planning Advisors, LLC
Latest Disclosed Ownership1,627 shares
Latest Disclosed Value $ 384,428
Capital Planning Advisors, LLC reports 22.82% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Capital Planning Advisors, LLC filed a 13F-HR form disclosing ownership of 1,627 shares of Lowe's Companies, Inc. (MX:LOW) valued at $384,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,108 shares of Lowe's Companies, Inc.. This represents a change in shares of -22.82% 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)
2026-05-14 2026-03-31 13F LOWES COS COM 548661107 1,627 -481 -22.82 384 -24.41 0.0556
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 2,108 -8 -0.38 508 -4.33 0.0680
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 2,116 3 0.14 532 13.46 0.0730
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 2,113 8 0.38 469 -4.49 0.0688
2025-05-12 2025-03-31 13F LOWES COS COM 548661107 2,105 -5 -0.24 491 -5.77 0.0758
2025-01-17 2024-12-31 13F LOWES COS COM 548661107 2,110 34 1.64 521 -7.47 0.0804
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 2,076 4 0.19 562 23.25 0.0849
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 2,072 14 0.68 457 -12.98 0.0782
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 2,058 -68 -3.20 524 10.78 0.0921
2024-02-12 2023-12-31 13F LOWES COS COM 548661107 2,126 29 1.38 473 8.74 0.0895
2023-10-30 2023-09-30 13F LOWES COS COM 548661107 2,097 0 0.00 436 -8.03 0.0909
2023-08-01 2023-06-30 13F LOWES COS COM 548661107 2,097 21 1.01 473 13.98 0.0960
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 2,076 -12 -0.57 415 -0.24 0.0882
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 2,088 -105 -4.79 416 0.97 0.0989
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 2,193 -178 -7.51 412 -0.48 0.1106
2022-08-10 2022-06-30 13F LOWES COS COM 548661107 2,371 -25 -1.04 414 -14.46 0.1096
2022-05-10 2022-03-31 13F LOWES COS COM 548661107 2,396 72 3.10 484 -19.47 0.1035
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 2,324 63 2.79 601 30.94 0.1144
2021-11-09 2021-09-30 13F LOWES COS COM 548661107 2,261 -63 -2.71 459 1.77 0.0952
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 2,324 926 66.24 451 69.55 0.0925
2021-04-30 2021-03-31 13F LOWES COS COM 548661107 1,398 -544 -28.01 266 -14.74 0.0596
2021-02-04 2020-12-31 13F LOWES COS COM 548661107 1,942 55 2.91 312 -0.32 0.0767
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 1,887 -11 -0.58 313 22.27 0.0858
2020-08-06 2020-06-30 13F LOWES COS COM 548661107 1,898 1,898 256 0.0762
2019-11-05 2019-09-30 13F LOWES COS COM 548661107 0 -7,796 -100.00 0 -100.00
2019-08-09 2019-06-30 13F LOWES COS COM 548661107 7,796 -10,160 -56.58 787 -59.97 0.2312
2019-05-14 2019-03-31 13F LOWES COS COM 548661107 17,956 -2,091 -10.43 1,966 6.16 0.6003
2019-02-13 2018-12-31 13F LOWES COS COM 548661107 20,047 -203 -1.00 1,852 -20.34 0.6743
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 20,250 3,455 20.57 2,325 44.86 0.7430
2018-08-08 2018-06-30 13F LOWES COS COM 548661107 16,795 -3,123 -15.68 1,605 -8.18 0.7256
2018-05-15 2018-03-31 13F LOWES COS COM 548661107 19,918 -370 -1.82 1,748 -7.32 0.6205
2018-02-08 2017-12-31 13F LOWES COS COM 548661107 20,288 3,579 21.42 1,886 41.17 0.6625
2017-11-09 2017-09-30 13F LOWES COS COM 548661107 16,709 2,490 17.51 1,336 21.23 0.5234
2017-08-08 2017-06-30 13F LOWES COS COM 548661107 14,219 5,209 57.81 1,102 48.72 0.4877
2017-05-12 2017-03-31 13F LOWES COS COM 548661107 9,010 845 10.35 741 27.54 0.3658
2017-02-13 2016-12-31 13F LOWES COS COM 548661107 8,165 -290 -3.43 581 -4.91 0.3101
2016-11-08 2016-09-30 13F LOWES COS COM 548661107 8,455 80 0.96 611 -7.84 0.3261
2016-07-20 2016-06-30 13F LOWES COS COM 548661107 8,375 270 3.33 663 7.98 0.3690
2016-05-04 2016-03-31 13F LOWES COS COM 548661107 8,105 510 6.71 614 6.23 0.2957
2016-01-22 2015-12-31 13F LOWES COS COM 548661107 7,595 0 0.00 578 10.52 0.3367
2015-10-20 2015-09-30 13F LOWES COS COM 548661107 7,595 900 13.44 523 16.74 0.3434
2015-07-22 2015-06-30 13F LOWES COS COM 548661107 6,695 6,695 448 0.2629
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.