Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionFoundations Investment Advisors, LLC
Latest Disclosed Ownership15,385 shares
Latest Disclosed Value $ 3,635,211
Foundations Investment Advisors, LLC reports 23.48% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 11, 2026 - Foundations Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 15,385 shares of Lowe's Companies, Inc. (MX:LOW) valued at $3,635,211 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 20,106 shares of Lowe's Companies, Inc.. This represents a change in shares of -23.48% 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)
2026-05-11 2026-03-31 13F LOWES COS COM 548661107 15,385 -4,721 -23.48 3,635 -25.02 0.0225
2026-02-10 2025-12-31 13F LOWES COS COM 548661107 20,106 -542 -2.62 4,849 -6.57 0.0635
2025-11-03 2025-09-30 13F LOWES COS COM 548661107 20,648 1,442 7.51 5,189 21.78 0.0754
2025-08-08 2025-06-30 13F LOWES COS COM 548661107 19,206 1,356 7.60 4,261 2.35 0.0673
2025-05-07 2025-03-31 13F LOWES COS COM 548661107 17,850 -8,818 -33.07 4,163 -36.74 0.0769
2025-01-22 2024-12-31 13F LOWES COS COM 548661107 26,668 186 0.70 6,582 -8.24 0.1270
2024-10-21 2024-09-30 13F LOWES COS COM 548661107 26,482 19,976 307.04 7,173 400.14 0.1507
2024-08-02 2024-06-30 13F LOWES COS COM 548661107 6,506 1,018 18.55 1,434 2.58 0.0348
2024-05-13 2024-03-31 13F LOWES COS COM 548661107 5,488 -730 -11.74 1,398 2.12 0.0366
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 6,218 1,275 25.79 1,369 33.30 0.0368
2023-10-05 2023-09-30 13F LOWES COS COM 548661107 4,943 -532 -9.72 1,027 -16.84 0.0316
2023-07-19 2023-06-30 13F LOWES COS COM 548661107 5,475 25 0.46 1,236 13.41 0.0409
2023-04-25 2023-03-31 13F LOWES COS COM 548661107 5,450 -3,153 -36.65 1,090 -36.43 0.0390
2023-01-11 2022-12-31 13F LOWES COS COM 548661107 8,603 4,347 102.14 1,714 114.39 0.0682
2022-10-19 2022-09-30 13F LOWES COS COM 548661107 4,256 440 11.53 799 16.98 0.0348
2022-07-08 2022-06-30 13F LOWES COS COM 548661107 3,816 505 15.25 683 2.55 0.0286
2022-04-19 2022-03-31 13F LOWES COS COM 548661107 3,311 538 19.40 666 -4.17 0.0258
2022-01-21 2021-12-31 13F LOWES COS COM 548661107 2,773 -18,170 -86.76 695 -83.75 0.0262
2021-10-13 2021-09-30 13F LOWES COS COM 548661107 20,943 2,428 13.11 4,278 18.27 0.1868
2021-07-14 2021-06-30 13F LOWES COS COM 548661107 18,515 2,712 17.16 3,617 18.16 0.1735
2021-04-09 2021-03-31 13F LOWES COS COM 548661107 15,803 2,537 19.12 3,061 39.77 0.1766
2021-01-13 2020-12-31 13F LOWES COS COM 548661107 13,266 1,181 9.77 2,190 8.85 0.1440
2020-10-07 2020-09-30 13F LOWES COS COM 548661107 12,085 1,720 16.59 2,012 43.00 0.4414
2020-07-08 2020-06-30 13F LOWES COS COM 548661107 10,365 738 7.67 1,407 81.78 0.1245
2020-04-06 2020-03-31 13F LOWES COS COM 548661107 9,627 320 3.44 774 -30.89 0.0897
2020-01-09 2019-12-31 13F LOWES COS COM 548661107 9,307 -1,502 -13.90 1,120 -2.61 0.1377
2019-10-07 2019-09-30 13F LOWES COS COM 548661107 10,809 1,428 15.22 1,150 18.80 0.1508
2019-07-08 2019-06-30 13F LOWES COS COM 548661107 9,381 1,248 15.34 968 8.76 0.1454
2019-04-08 2019-03-31 13F LOWES COS COM 548661107 8,133 -772 -8.67 890 1.83 0.1545
2019-02-11 2018-12-31 13F LOWES COS COM 548661107 8,905 -506 -5.38 874 -19.15 0.1849
2018-11-09 2018-09-30 13F LOWES COS COM 548661107 9,411 1,861 24.65 1,081 49.72 0.2632
2018-08-14 2018-06-30 13F LOWES COS COM 548661107 7,550 7,550 722 0.1924
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.