Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership6,278 shares
Latest Disclosed Value $ 1,483,318
Essex Financial Services, Inc. reports 13.67% increase in ownership of LOW / Lowe's Companies, Inc.

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 6,278 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,483,318 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,523 shares of Lowe's Companies, Inc.. This represents a change in shares of 13.67% 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)
2026-04-24 2026-03-31 13F LOWES COS COM 548661107 6,278 755 13.67 1,483 11.42 0.0832
2026-02-10 2025-12-31 13F LOWES COS COM 548661107 5,523 58 1.06 1,332 -3.06 0.0758
2025-11-07 2025-09-30 13F LOWES COS COM 548661107 5,465 -75 -1.35 1,373 11.72 0.0822
2025-07-16 2025-06-30 13F LOWES COS COM 548661107 5,540 -65 -1.16 1,229 -5.97 0.0806
2025-04-25 2025-03-31 13F LOWES COS COM 548661107 5,605 -534 -8.70 1,307 -13.73 0.0941
2025-01-29 2024-12-31 13F LOWES COS COM 548661107 6,139 -104 -1.67 1,515 -10.83 0.1070
2024-10-24 2024-09-30 13F LOWES COS COM 548661107 6,243 -551 -8.11 1,700 5.86 0.1222
2024-08-09 2024-06-30 13F/A-1 LOWES COS COM 548661107 6,794 1,062 18.53 1,606 9.93 0.1192
2024-07-31 2024-06-30 13F LOWES COS COM 548661107 6,426 694 1,417 0.1054
2024-04-24 2024-03-31 13F LOWES COS INC COM Stock 548661107 5,732 441 8.33 1,460 24.04 0.1346
2024-02-06 2023-12-31 13F LOWES COS INC COM Stock 548661107 5,291 11 0.21 1,178 7.29 0.1218
2023-11-15 2023-09-30 13F LOWES COS INC COM Stock 548661107 5,280 54 1.03 1,097 -6.96 0.1270
2023-08-09 2023-06-30 13F LOWES COS INC COM Stock 548661107 5,226 120 2.35 1,179 15.48 0.1341
2023-05-11 2023-03-31 13F LOWES COS INC COM Stock 548661107 5,106 -27 -0.53 1,021 102,000.00 0.1075
2023-02-10 2022-12-31 13F LOWES COS INC COM Stock 548661107 5,133 61 1.20 1 -99.90 0.1083
2022-11-07 2022-09-30 13F LOWES COS INC COM Stock 548661107 5,072 -541 -9.64 953 -2.85 0.1136
2022-08-01 2022-06-30 13F LOWES COS INC COM Stock 548661107 5,613 403 7.74 981 -6.93 0.1092
2022-04-21 2022-03-31 13F/A-1 LOWES COS INC COM COM 548661107 5,210 282 5.72 1,054 -17.27 0.1011
2022-04-21 2022-03-31 13F LOWES COS INC COM COM 548661107 4,928 0 1,274 0.1260
2022-02-11 2021-12-31 13F LOWES COS INC COM COM 548661107 4,928 -21 -0.42 1,274 26.89 0.1260
2021-11-10 2021-09-30 13F LOWES COS COM 548661107 4,949 1,786 56.47 1,004 67.05 0.1148
2021-07-30 2021-06-30 13F LOWES COS COM 548661107 3,163 0 0.00 601 0.00 0.0871
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 3,163 93 3.03 601 21.66 0.1078
2021-02-05 2020-12-31 13F LOWES COS COM 548661107 3,070 182 6.30 494 3.13 0.0978
2020-11-10 2020-09-30 13F LOWES COS COM 548661107 2,888 248 9.39 479 34.17 0.1176
2020-08-06 2020-06-30 13F LOWES COS COM 548661107 2,640 -1,381 -34.34 357 3.18 0.1101
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 4,021 -23 -0.57 346 -28.51 0.1233
2020-01-30 2019-12-31 13F LOWES COS COM 548661107 4,044 101 2.56 484 11.52 0.1335
2019-11-04 2019-09-30 13F LOWES COS COM 548661107 3,943 742 23.18 434 34.37 0.1399
2019-07-30 2019-06-30 13F LOWES COS COM 548661107 3,201 35 1.11 323 -6.92 0.0953
2019-05-02 2019-03-31 13F LOWES COS COM 548661107 3,166 18 0.57 347 19.24 0.1049
2019-02-07 2018-12-31 13F LOWES COS COM 548661107 3,148 -600 -16.01 291 -32.33 0.0891
2018-11-05 2018-09-30 13F LOWES COS COM 548661107 3,748 20 0.54 430 20.79 0.0947
2018-08-07 2018-06-30 13F LOWES COS COM 548661107 3,728 -206 -5.24 356 3.19 0.0858
2018-05-03 2018-03-31 13F LOWES COS COM 548661107 3,934 -106 -2.62 345 -8.00 0.0677
2018-02-07 2017-12-31 13F LOWES COS COM 548661107 4,040 0 0.00 375 16.10 0.0891
2017-11-03 2017-09-30 13F LOWES COS COM 548661107 4,040 672 19.95 323 23.75 0.0793
2017-08-07 2017-06-30 13F LOWES COS COM 548661107 3,368 825 32.44 261 24.88 0.0550
2017-05-08 2017-03-31 13F LOWES COS COM 548661107 2,543 -825 -24.50 209 -12.92 0.0480
2017-01-31 2016-12-31 13F LOWES COS COM 548661107 3,368 3,368 0.00 240 0.0515
2016-11-10 2016-09-30 13F LOWES COS COM 548661107 0 -2,543 -100.00 0 -100.00
2016-07-28 2016-06-30 13F LOWES COS COM 548661107 2,543 -310 -10.87 201 -6.94 0.0486
2016-05-11 2016-03-31 13F LOWES COS COM 548661107 2,853 2,853 216 0.0535
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.