Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionEvergreen Capital Management Llc
Latest Disclosed Ownership33,333 shares
Latest Disclosed Value $ 7,876,025
Evergreen Capital Management Llc reports 11.39% increase in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Evergreen Capital Management Llc filed a 13F-HR form disclosing ownership of 33,333 shares of Lowe's Companies, Inc. (MX:LOW) valued at $7,876,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 29,925 shares of Lowe's Companies, Inc.. This represents a change in shares of 11.39% 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)
2026-05-14 2026-03-31 13F LOWES COS COM 548661107 33,333 3,408 11.39 7,876 9.15 0.1339
2026-01-27 2025-12-31 13F LOWES COS COM 548661107 29,925 248 0.84 7,217 -3.24 0.1612
2025-10-28 2025-09-30 13F LOWES COS COM 548661107 29,677 1,615 5.76 7,458 19.79 0.1772
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 28,062 544 1.98 6,226 -2.98 0.1872
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 27,518 -832 -2.93 6,418 -8.28 0.2154
2025-02-13 2024-12-31 13F LOWES COS COM 548661107 28,350 1,107 4.06 6,997 -5.18 0.2277
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 27,243 1,306 5.04 7,379 29.03 0.2476
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 25,937 2,925 12.71 5,718 -2.44 0.2070
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 23,012 -3,651 -13.69 5,862 -1.21 0.2216
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 26,663 -3,156 -10.58 5,934 -4.26 0.2425
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 29,819 -5,019 -14.41 6,198 -21.18 0.2716
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 34,838 104 0.30 7,863 13.20 0.3282
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 34,734 562 1.64 6,946 2.01 0.3120
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 34,172 416 1.23 6,808 7.38 0.3201
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 33,756 1,443 4.47 6,340 12.33 0.3312
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 32,313 7,892 32.32 5,644 14.30 0.2934
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 24,421 2,731 12.59 4,938 -11.92 0.2009
2022-03-11 2021-12-31 13F LOWES COS COM 548661107 21,690 2,081 10.61 5,606 40.93 0.2244
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 19,609 2,649 15.62 3,978 20.91 0.1797
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 16,960 1,310 8.37 3,290 10.55 0.1573
2021-05-17 2021-03-31 13F LOWES COS COM 548661107 15,650 2,308 17.30 2,976 38.94 0.1526
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 13,342 1,689 14.49 2,142 10.81 0.1252
2020-11-16 2020-09-30 13F LOWES COS COM 548661107 11,653 1,217 11.66 1,933 37.09 0.1335
2020-08-14 2020-06-30 13F LOWES COS COM 548661107 10,436 -840 -7.45 1,410 45.36 0.1068
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 11,276 11,276 970 0.0906
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.