Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionFiduciary Alliance LLC
Latest Disclosed Ownership8,225 shares
Latest Disclosed Value $ 2,006,834
Fiduciary Alliance LLC reports 0.53% increase in ownership of LOW / Lowe's Companies, Inc.

On April 20, 2026 - Fiduciary Alliance LLC filed a 13F-HR form disclosing ownership of 8,225 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,006,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 8,182 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.53% 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)
2026-04-20 2026-03-31 13F Lowes Stock 548661107 8,225 43 0.53 2,007 1.67 0.1211
2026-01-22 2025-12-31 13F Lowes Stock 548661107 8,182 227 2.85 1,973 -1.30 0.1290
2025-10-08 2025-09-30 13F Lowes Stock 548661107 7,955 -612 -7.14 1,999 5.21 0.1339
2025-07-09 2025-06-30 13F Lowes Stock 548661107 8,567 415 5.09 1,901 -0.05 0.1418
2025-04-09 2025-03-31 13F Lowes Stock 548661107 8,152 -113 -1.37 1,901 -6.77 0.1869
2025-01-13 2024-12-31 13F Lowes Stock 548661107 8,265 6,379 338.23 2,040 299.80 0.2062
2024-10-11 2024-09-30 13F Lowes Stock 548661107 1,886 -84 -4.26 511 21.43 0.0678
2024-07-10 2024-06-30 13F Lowes Stock 548661107 1,970 105 5.63 421 -9.48 0.0683
2024-04-17 2024-03-31 13F Lowes Stock 548661107 1,865 -490 -20.81 465 -11.45 0.0820
2024-01-17 2023-12-31 13F Lowes Stock 548661107 2,355 -37 -1.55 524 5.43 0.1032
2023-10-18 2023-09-30 13F Lowes Stock 548661107 2,392 243 11.31 497 2.47 0.1149
2023-07-18 2023-06-30 13F Lowes Stock 548661107 2,149 370 20.80 485 36.62 0.1041
2023-04-18 2023-03-31 13F Lowes Stock 548661107 1,779 -69 -3.73 356 -3.53 0.0893
2023-01-19 2022-12-31 13F Lowes Stock 548661107 1,848 1,848 368 0.0952
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.