Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionFirst Heartland Consultants, Inc.
Latest Disclosed Ownership1,403 shares
Latest Disclosed Value $ 331,464
First Heartland Consultants, Inc. reports 12.48% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 8, 2026 - First Heartland Consultants, Inc. filed a 13F-HR form disclosing ownership of 1,403 shares of Lowe's Companies, Inc. (MX:LOW) valued at $331,464 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,603 shares of Lowe's Companies, Inc.. This represents a change in shares of -12.48% 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)
2026-04-08 2026-03-31 13F LOWES COS COM 548661107 1,403 -200 -12.48 331 -14.25 0.0254
2026-01-09 2025-12-31 13F LOWES COS COM 548661107 1,603 0 0.00 387 -3.98 0.0293
2025-11-10 2025-09-30 13F LOWES COS COM 548661107 1,603 -13 -0.80 403 12.29 0.0325
2025-08-15 2025-06-30 13F LOWES COS COM 548661107 1,616 242 17.61 358 11.88 0.0319
2025-05-07 2025-03-31 13F LOWES COS COM 548661107 1,374 -55 -3.85 321 -9.09 0.0331
2025-02-18 2024-12-31 13F LOWES COS COM 548661107 1,429 -188 -11.63 353 0.0362
2024-11-05 2024-09-30 13F LOWES COS COM 548661107 1,617 -138 -7.86 0 0.0471
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 1,755 -243 -12.16 0 0.0270
2024-05-07 2024-03-31 13F LOWES COS COM 548661107 1,998 -4,085 -67.15 1 -100.00 0.0528
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 6,083 -539 -8.14 1 0.00 0.1633
2023-11-09 2023-09-30 13F LOWES COS COM 548661107 6,622 -212 -3.10 1 -99.94 0.1734
2023-07-26 2023-06-30 13F LOWES COS COM 548661107 6,834 -735 -9.71 1,542 1.92 0.1999
2023-04-17 2023-03-31 13F LOWES COS COM 548661107 7,569 -929 -10.93 1,514 -10.63 0.2276
2023-01-13 2022-12-31 13F LOWES COS COM 548661107 8,498 -6,626 -43.81 1,693 -40.39 0.2727
2022-10-20 2022-09-30 13F LOWES COS COM 548661107 15,124 73 0.49 2,840 8.03 0.2437
2022-07-12 2022-06-30 13F LOWES COS COM 548661107 15,051 10,279 215.40 2,629 172.72 0.4118
2022-04-21 2022-03-31 13F LOWES COS COM 548661107 4,772 416 9.55 964 -14.39 0.1493
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 4,356 -1,385 -24.12 1,126 -3.35 0.0429
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 5,741 1,483 34.83 1,165 41.04 0.1772
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 4,258 2,045 92.41 826 96.20 0.1251
2021-05-17 2021-03-31 13F LOWES COS COM 548661107 2,213 -1,715 -43.66 421 -33.17 0.0669
2021-01-29 2020-12-31 13F LOWES COS COM 548661107 3,928 1,143 41.04 630 36.36 0.1047
2020-10-21 2020-09-30 13F LOWES COS COM 548661107 2,785 232 9.09 462 33.91 0.0876
2020-07-16 2020-06-30 13F LOWES COS COM 548661107 2,553 -92 -3.48 345 51.32 0.0680
2020-05-14 2020-03-31 13F LOWES COS COM 548661107 2,645 98 3.85 228 -25.25 0.0587
2020-02-13 2019-12-31 13F LOWES COS COM 548661107 2,547 2 0.08 305 8.93 0.0601
2019-11-18 2019-09-30 13F LOWES COS COM 548661107 2,545 10 0.39 280 9.38 0.0601
2019-08-12 2019-06-30 13F LOWES COS COM 548661107 2,535 -397 -13.54 256 -20.25 0.0615
2019-05-15 2019-03-31 13F LOWES COS COM 548661107 2,932 -248 -7.80 321 9.18 0.0900
2019-02-12 2018-12-31 13F LOWES COS COM 548661107 3,180 -182 -5.41 294 -23.83 0.1098
2018-11-15 2018-09-30 13F LOWES COS COM 548661107 3,362 3,362 386 0.1208
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.