Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionCLARET ASSET MANAGEMENT Corp
Latest Disclosed Ownership3,316 shares
Latest Disclosed Value $ 784
CLARET ASSET MANAGEMENT Corp ownership in LOW / Lowe's Companies, Inc.

On May 11, 2026 - CLARET ASSET MANAGEMENT Corp filed a 13F-HR form disclosing ownership of 3,316 shares of Lowe's Companies, Inc. (MX:LOW) valued at $784 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,316 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.

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)
2026-05-11 2026-03-31 13F LOWES COS COM 548661107 3,316 0 0.00 1 0.0936
2026-02-11 2025-12-31 13F LOWES COS COM 548661107 3,316 -3 -0.09 1 0.0928
2025-11-13 2025-09-30 13F LOWES COS COM 548661107 3,319 -15 -0.45 1 0.0994
2025-08-13 2025-06-30 13F LOWES COS COM 548661107 3,334 166 5.24 1 0.0958
2025-05-13 2025-03-31 13F LOWES COS COM 548661107 3,168 11 0.35 1 0.1066
2025-02-13 2024-12-31 13F LOWES COS COM 548661107 3,157 14 0.45 1 0.1230
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 3,143 5 0.16 1 0.1393
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 3,138 -381 -10.83 1 0.1231
2024-04-29 2024-03-31 13F LOWES COS COM 548661107 3,519 -123 -3.38 1 0.1505
2024-02-12 2023-12-31 13F LOWES COS COM 548661107 3,642 7 0.19 1 0.1450
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 3,635 150 4.30 1 0.1482
2023-08-09 2023-06-30 13F LOWES COS COM 548661107 3,485 -36 -1.02 1 0.1535
2023-04-18 2023-03-31 13F LOWES COS COM 548661107 3,521 -1 -0.03 1 0.1390
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 3,522 0 0.00 1 -100.00 0.1550
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 3,522 -13 -0.37 661 7.13 0.1567
2022-07-28 2022-06-30 13F LOWES COS COM 548661107 3,535 -42 -1.17 617 -14.66 0.1331
2022-04-04 2022-03-31 13F LOWES COS COM 548661107 3,577 0 0.00 723 -21.84 0.1390
2022-02-07 2021-12-31 13F LOWES COS COM 548661107 3,577 0 0.00 925 27.41 0.1710
2021-12-02 2021-09-30 13F LOWES COS COM 548661107 3,577 64 1.82 726 6.61 0.1244
2021-08-09 2021-06-30 13F LOWES COS COM 548661107 3,513 0 0.00 681 1.95 0.1116
2021-05-04 2021-03-31 13F LOWES COS COM 548661107 3,513 -200 -5.39 668 12.08 0.1240
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 3,713 13 0.35 596 -2.93 0.1176
2020-10-29 2020-09-30 13F LOWES COS COM 548661107 3,700 -261 -6.59 614 14.77 0.1368
2020-08-06 2020-06-30 13F LOWES COS COM 548661107 3,961 -318 -7.43 535 45.38 0.1267
2020-04-06 2020-03-31 13F LOWES COS COM 548661107 4,279 -23 -0.53 368 -28.54 0.1038
2020-01-07 2019-12-31 13F LOWES COS COM 548661107 4,302 -82 -1.87 515 6.85 0.0988
2019-10-11 2019-09-30 13F LOWES COS COM 548661107 4,384 7 0.16 482 9.05 0.0990
2019-07-24 2019-06-30 13F LOWES COS COM 548661107 4,377 -178 -3.91 442 -11.42 0.0915
2019-04-29 2019-03-31 13F LOWES COS COM 548661107 4,555 349 8.30 499 28.61 0.0992
2019-02-07 2018-12-31 13F LOWES COS COM 548661107 4,206 0 0.00 388 -19.67 0.0862
2018-10-30 2018-09-30 13F LOWES COS COM 548661107 4,206 -115 -2.66 483 16.95 0.0930
2018-08-13 2018-06-30 13F LOWES COS COM 548661107 4,321 733 20.43 413 31.11 0.0842
2018-05-08 2018-03-31 13F LOWES COS COM 548661107 3,588 0 0.00 315 -5.41 0.0716
2018-03-27 2017-12-31 13F LOWES COS COM 548661107 3,588 3,588 333 0.0726
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.