Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionFulcrum Equity Management
Latest Disclosed Ownership3,544 shares
Latest Disclosed Value $ 837,277
Fulcrum Equity Management reports 0.51% increase in ownership of LOW / Lowe's Companies, Inc.

On April 2, 2026 - Fulcrum Equity Management filed a 13F-HR form disclosing ownership of 3,544 shares of Lowe's Companies, Inc. (MX:LOW) valued at $837,277 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 3,526 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.51% 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)
2026-04-02 2026-03-31 13F LOWES COS COM 548661107 3,544 18 0.51 837 -1.53 0.8090
2026-01-06 2025-12-31 13F LOWES COS COM 548661107 3,526 69 2.00 850 -2.07 0.8138
2026-01-06 2025-09-30 13F LOWES COS COM 548661107 3,457 17 0.49 869 13.76 0.8799
2025-08-25 2025-06-30 13F LOWES COS COM 548661107 3,440 19 0.56 763 -4.27 0.7838
2025-05-01 2025-03-31 13F LOWES COS COM 548661107 3,421 -189 -5.24 798 -10.45 0.8714
2025-03-24 2024-12-31 13F LOWES COS COM 548661107 3,610 15 0.42 891 -8.53 0.8814
2024-11-22 2024-09-30 13F/A-1 LOWES COS COM 548661107 3,595 -1,009 -21.92 974 -4.04 0.8225
2024-11-22 2024-09-30 13F LOWES COS COM 548661107 3,595 974
2024-07-22 2024-06-30 13F LOWES COS COM 548661107 4,604 22 0.48 1,015 -13.11 0.9109
2024-04-24 2024-03-31 13F LOWES COS COM 548661107 4,582 -47 -1.02 1,167 13.30 1.3767
2024-01-19 2023-12-31 13F/A-1 LOWES COS COM 548661107 4,629 95 2.10 1,030 9.34 1.2730
2024-01-19 2023-12-31 13F LOWES COS COM 548661107 4,629 95 1,030 1.2730
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 4,534 22 0.49 942 -7.47 1.1040
2023-07-07 2023-06-30 13F/A-1 LOWES COS COM 548661107 4,512 23 0.51 1,018 13.49 1.1809
2023-07-07 2023-06-30 13F LOWES COS COM 548661107 4,512 23 1,018 1.1809
2023-04-06 2023-03-31 13F/A-1 LOWES COS COM 548661107 4,489 16 0.36 898 0.67 0.8426
2023-04-06 2023-03-31 13F LOWES COS COM 548661107 4,489 16 898 0.8426
2023-07-10 2022-12-31 13F/A-1 LOWES COS COM 548661107 4,473 24 0.54 891 6.71 0.7300
2023-01-10 2022-12-31 13F LOWES COS COM 548661107 4,473 24 891 0.0007
2022-10-11 2022-09-30 13F LOWES COS COM 548661107 4,449 -13 -0.29 835 7.19 0.7068
2022-07-18 2022-06-30 13F LOWES COS COM 548661107 4,462 -47 -1.04 779 -14.58 0.6284
2022-04-15 2022-03-31 13F LOWES COS COM 548661107 4,509 -2,251 -33.30 912 -47.80 0.5402
2022-01-25 2021-12-31 13F LOWES COS COM 548661107 6,760 142 2.15 1,747 30.08 0.6535
2022-01-25 2021-09-30 13F LOWES COS COM 548661107 6,618 -223 -3.26 1,343 1.21 0.5209
2021-07-15 2021-06-30 13F LOWES COS COM 548661107 6,841 389 6.03 1,327 8.15 0.4952
2021-04-05 2021-03-31 13F LOWES COS COM 548661107 6,452 8 0.12 1,227 18.67 0.4849
2021-02-22 2020-12-31 13F LOWES COS COM 548661107 6,444 -310 -4.59 1,034 -7.68 0.4124
2020-10-27 2020-09-30 13F LOWES COS COM 548661107 6,754 -2,791 -29.24 1,120 -13.18 0.5196
2020-08-17 2020-06-30 13F LOWES COS COM 548661107 9,545 5,304 125.06 1,290 253.42 0.6105
2020-04-01 2020-03-31 13F LOWES COS COM 548661107 4,241 19 0.45 365 -27.87 0.2605
2020-02-12 2019-12-31 13F LOWES COS COM 548661107 4,222 -1,572 -27.13 506 -20.57 0.2646
2019-11-05 2019-09-30 13F LOWES COS COM 548661107 5,794 -105 -1.78 637 9.64 0.3228
2019-08-12 2019-06-30 13F LOWES COS COM 548661107 5,899 163 2.84 581 -7.48 0.2770
2019-05-03 2019-03-31 13F LOWES COS COM 548661107 5,736 28 0.49 628 19.17 0.2157
2019-03-05 2018-12-31 13F LOWES COS COM 548661107 5,708 5,708 527 0.1933
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.