Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionFoster Victor Wealth Advisors, LLC
Latest Disclosed Ownership2,419 shares
Latest Disclosed Value $ 601,068
Foster Victor Wealth Advisors, LLC reports 0.04% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 20, 2026 - Foster Victor Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,419 shares of Lowe's Companies, Inc. (MX:LOW) valued at $601,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,420 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.04% 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 COS COM 548661107 2,419 -1 -0.04 601 -10.43 0.0344
2026-01-26 2025-12-31 13F LOWES COS COM 548661107 2,420 -1 -0.04 672 12.58 0.0391
2025-10-10 2025-09-30 13F LOWES COS COM 548661107 2,421 19 0.79 596 10.17 0.0371
2025-07-15 2025-06-30 13F LOWES COS COM 548661107 2,402 86 3.71 542 6.08 0.0367
2025-04-17 2025-03-31 13F LOWES COS COM 548661107 2,316 -28 -1.19 510 -16.53 0.0410
2025-01-23 2024-12-31 13F LOWES COS COM 548661107 2,344 -174 -6.91 612 -12.34 0.0469
2024-10-15 2024-09-30 13F LOWES COS COM 548661107 2,518 -29,161 -92.05 698 -90.87 0.0559
2024-07-18 2024-06-30 13F LOWES COS COM 548661107 31,679 -34,575 -52.19 7,634 -51.06 0.6380
2024-04-26 2024-03-31 13F LOWES COS COM 548661107 66,254 3,016 4.77 15,599 13.60 1.4233
2024-01-19 2023-12-31 13F LOWES COS COM 548661107 63,238 5,669 9.85 13,732 19.54 1.4055
2023-10-16 2023-09-30 13F LOWES COS COM 548661107 57,569 733 1.29 11,487 -10.37 1.3382
2023-07-17 2023-06-30 13F LOWES COS COM 548661107 56,836 2,942 5.46 12,816 17.15 1.4241
2023-04-20 2023-03-31 13F LOWES COS COM 548661107 53,894 2,342 4.54 10,940 5.60 1.3265
2023-01-27 2022-12-31 13F LOWES COS COM 548661107 51,552 -2,551 -4.72 10,360 -4.24 1.3187
2022-10-24 2022-09-30 13F LOWES COS COM 548661107 54,103 1,111 2.10 10,819 14.02 1.5775
2022-07-19 2022-06-30 13F LOWES COS COM 548661107 52,992 2,647 5.26 9,489 -6.07 1.4123
2022-04-14 2022-03-31 13F LOWES COS COM 548661107 50,345 -408 -0.80 10,102 -20.61 1.3837
2022-01-19 2021-12-31 13F LOWES COS COM 548661107 50,753 -1,769 -3.37 12,725 19.43 1.7322
2021-10-08 2021-09-30 13F LOWES COS COM 548661107 52,522 3,699 7.58 10,655 12.51 1.7050
2021-07-29 2021-06-30 13F LOWES COS COM 548661107 48,823 2,768 6.01 9,470 2.96 1.5812
2021-04-23 2021-03-31 13F LOWES COS COM 548661107 46,055 6,411 16.17 9,198 44.55 1.7111
2021-02-08 2020-12-31 13F LOWES COS COM 548661107 39,644 4,979 14.36 6,363 10.68 1.4501
2020-10-26 2020-09-30 13F LOWES COS COM 548661107 34,665 -334 -0.95 5,749 21.57 1.5592
2020-08-03 2020-06-30 13F LOWES COS COM 548661107 34,999 -242 -0.69 4,729 44.88 1.5693
2020-04-29 2020-03-31 13F LOWES COS COM 548661107 35,241 14,543 70.26 3,264 29.78 1.4322
2020-01-13 2019-12-31 13F LOWES COS COM 548661107 20,698 3,899 23.21 2,515 38.34 1.0892
2019-10-11 2019-09-30 13F LOWES COS COM 548661107 16,799 7,743 85.50 1,818 91.77 1.0112
2019-07-16 2019-06-30 13F LOWES COS COM 548661107 9,056 1,237 15.82 948 10.75 0.6961
2019-05-03 2019-03-31 13F LOWES COS COM 548661107 7,819 2,319 42.16 856 68.50 0.6666
2019-03-04 2018-12-31 13F LOWES COS COM 548661107 5,500 5,500 508 0.4787
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.