Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionCulbertson A N & Co Inc
Latest Disclosed Ownership3,518 shares
Latest Disclosed Value $ 831,233
Culbertson A N & Co Inc reports 6.03% increase in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Culbertson A N & Co Inc filed a 13F-HR form disclosing ownership of 3,518 shares of Lowe's Companies, Inc. (MX:LOW) valued at $831,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,318 shares of Lowe's Companies, Inc.. This represents a change in shares of 6.03% 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)
2026-05-12 2026-03-31 13F LOWES COS COM 548661107 3,518 200 6.03 831 3.88 0.1078
2026-01-21 2025-12-31 13F LOWES COS COM 548661107 3,318 -290 -8.04 800 -11.70 0.1098
2025-10-24 2025-09-30 13F LOWES COS COM 548661107 3,608 -100 -2.70 907 10.22 0.1283
2025-08-11 2025-06-30 13F LOWES COS COM 548661107 3,708 -440 -10.61 823 -14.99 0.1263
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 4,148 -450 -9.79 967 -14.73 0.1545
2025-01-16 2024-12-31 13F LOWES COS COM 548661107 4,598 -50 -1.08 1,135 -9.86 0.1805
2024-10-16 2024-09-30 13F LOWES COS COM 548661107 4,648 -20 -0.43 1,259 22.25 0.2027
2024-07-30 2024-06-30 13F LOWES COS COM 548661107 4,668 -950 -16.91 1,029 -28.09 0.1797
2024-04-30 2024-03-31 13F LOWES COS COM 548661107 5,618 -190 -3.27 1,431 10.76 0.2470
2024-01-19 2023-12-31 13F LOWES COS COM 548661107 5,808 -500 -7.93 1,293 -1.45 0.2404
2023-10-18 2023-09-30 13F LOWES COS COM 548661107 6,308 -100 -1.56 1,311 -9.34 0.2631
2023-07-18 2023-06-30 13F LOWES COS COM 548661107 6,408 -150 -2.29 1,446 10.30 0.2795
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 6,558 -248 -3.64 1,311 -3.32 0.2679
2023-01-23 2022-12-31 13F LOWES COS COM 548661107 6,806 0 0.00 1,356 6.10 0.2856
2022-10-13 2022-09-30 13F Lowes Companies COM 548661107 6,806 -454 -6.25 1,278 0.79 0.2966
2022-07-21 2022-06-30 13F Lowes Companies COM 548661107 7,260 125 1.75 1,268 -12.07 0.2750
2022-04-19 2022-03-31 13F Lowes Companies COM 548661107 7,135 725 11.31 1,442 -12.92 0.2714
2022-01-14 2021-12-31 13F Lowes Companies COM 548661107 6,410 -85 -1.31 1,656 25.74 0.3119
2021-10-22 2021-09-30 13F Lowes Companies COM 548661107 6,495 390 6.39 1,317 11.23 0.2695
2021-07-26 2021-06-30 13F LOWES COS COM 548661107 6,105 750 14.01 1,184 16.31 0.2466
2021-04-22 2021-03-31 13F LOWES COS COM 548661107 5,355 960 21.84 1,018 44.40 0.2241
2021-01-27 2020-12-31 13F LOWES COS COM 548661107 4,395 1,500 51.81 705 46.88 0.1676
2020-10-30 2020-09-30 13F LOWES COS COM 548661107 2,895 100 3.58 480 26.98 0.1267
2020-07-24 2020-06-30 13F LOWES COS COM 548661107 2,795 2,795 378 0.1038
2020-04-27 2020-03-31 13F LOWES COS COM 548661107 0 -1,685 -100.00 0 -100.00
2020-01-27 2019-12-31 13F LOWES COS COM 548661107 1,685 1,685 202 0.0520
2019-01-25 2018-12-31 13F LOWES COS COM 548661107 0 -1,785 -100.00 0 -100.00
2018-10-22 2018-09-30 13F LOWES COS COM 548661107 1,785 -806 -31.11 205 -17.34 0.0559
2018-07-18 2018-06-30 13F LOWES COS COM 548661107 2,591 2,591 248 0.0738
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.