Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionGoelzer Investment Management, Inc.
Latest Disclosed Ownership25,380 shares
Latest Disclosed Value $ 5,996,823
Goelzer Investment Management, Inc. reports 0.35% increase in ownership of LOW / Lowe's Companies, Inc.

On April 9, 2026 - Goelzer Investment Management, Inc. filed a 13F-HR form disclosing ownership of 25,380 shares of Lowe's Companies, Inc. (MX:LOW) valued at $5,996,823 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 25,292 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.35% 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)
2026-04-09 2026-03-31 13F LOWES COS COM 548661107 25,380 88 0.35 5,997 -1.69 0.2900
2026-01-14 2025-12-31 13F LOWES COS COM 548661107 25,292 840 3.44 6,099 -0.75 0.2829
2025-10-14 2025-09-30 13F LOWES COS COM 548661107 24,452 -30 -0.12 6,145 13.15 0.3257
2025-07-09 2025-06-30 13F LOWES COS COM 548661107 24,482 -337 -1.36 5,432 -6.17 0.2976
2025-04-29 2025-03-31 13F/A-1 LOWES COS COM 548661107 24,819 455 1.87 5,789 -3.74 0.3352
2025-04-23 2025-03-31 13F LOWES COS COM 548661107 24,163 -201 5,963 0.3509
2025-01-21 2024-12-31 13F LOWES COS COM 548661107 24,364 194 0.80 6,013 -8.14 0.3489
2024-10-04 2024-09-30 13F LOWES COS COM 548661107 24,170 114 0.47 6,546 23.44 0.3587
2024-08-09 2024-06-30 13F LOWES COS COM 548661107 24,056 -12 -0.05 5,303 -13.49 0.2967
2024-05-02 2024-03-31 13F LOWES COS COM 548661107 24,068 -626 -2.54 6,131 11.56 0.3472
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 24,694 2,775 12.66 5,496 20.64 0.3535
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 21,919 -387 -1.73 4,556 -9.52 0.3207
2023-07-27 2023-06-30 13F LOWES COS COM 548661107 22,306 -277 -1.23 5,034 11.50 0.4261
2023-04-28 2023-03-31 13F LOWES COS COM 548661107 22,583 -7,737 -25.52 4,516 -25.25 0.3925
2023-01-20 2022-12-31 13F LOWES COS COM 548661107 30,320 -945 -3.02 6,041 2.86 0.5176
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 31,265 84 0.27 5,872 7.82 0.5866
2022-08-01 2022-06-30 13F LOWES COS COM 548661107 31,181 8,845 39.60 5,446 20.59 0.5255
2022-05-10 2022-03-31 13F LOWES COS COM 548661107 22,336 -4,923 -18.06 4,516 -35.91 0.3904
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 27,259 -494 -1.78 7,046 25.15 0.5741
2021-10-29 2021-09-30 13F LOWES COS COM 548661107 27,753 -511 -1.81 5,630 2.70 0.4935
2021-08-12 2021-06-30 13F LOWES COS COM 548661107 28,264 -378 -1.32 5,482 0.64 0.4553
2021-05-06 2021-03-31 13F LOWES COS COM 548661107 28,642 -2,032 -6.62 5,447 10.64 0.4798
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 30,674 -1,022 -3.22 4,923 -6.35 0.4533
2020-10-27 2020-09-30 13F LOWES COS COM 548661107 31,696 -811 -2.49 5,257 19.69 0.4863
2020-08-12 2020-06-30 13F LOWES COS COM 548661107 32,507 -400 -1.22 4,392 55.08 0.4230
2020-05-07 2020-03-31 13F LOWES COS COM 548661107 32,907 -696 -2.07 2,832 -29.62 0.3230
2020-02-07 2019-12-31 13F LOWES COS COM 548661107 33,603 -732 -2.13 4,024 6.60 0.3451
2019-11-06 2019-09-30 13F LOWES COS COM 548661107 34,335 -231 -0.67 3,775 8.23 0.3457
2019-07-29 2019-06-30 13F LOWES COS COM 548661107 34,566 -104 -0.30 3,488 -8.09 0.3214
2019-05-03 2019-03-31 13F LOWES COS COM 548661107 34,670 -1,673 -4.60 3,795 13.05 0.3595
2019-01-25 2018-12-31 13F LOWES COS COM 548661107 36,343 -740 -2.00 3,357 -21.16 0.4299
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 37,083 -1,216 -3.18 4,258 16.34 0.4749
2018-08-14 2018-06-30 13F LOWES COS COM 548661107 38,299 -1,988 -4.93 3,660 3.54 0.4262
2018-05-07 2018-03-31 13F LOWES COS COM 548661107 40,287 -2,020 -4.77 3,535 -10.10 0.4234
2018-02-06 2017-12-31 13F LOWES COS COM 548661107 42,307 66 0.16 3,932 16.43 0.4420
2017-10-31 2017-09-30 13F LOWES COS COM 548661107 42,241 -1,137 -2.62 3,377 0.42 0.3980
2017-08-01 2017-06-30 13F LOWES COS COM 548661107 43,378 -1,187 -2.66 3,363 -8.22 0.4123
2017-05-04 2017-03-31 13F LOWES COS COM 548661107 44,565 -1,150 -2.52 3,664 12.70 0.4568
2017-02-10 2016-12-31 13F LOWES COS COM 548661107 45,715 -11,621 -20.27 3,251 -21.47 0.4222
2016-11-02 2016-09-30 13F LOWES COS COM 548661107 57,336 -330 -0.57 4,140 -9.31 0.5584
2016-07-22 2016-06-30 13F LOWES COS COM 548661107 57,666 -4,185 -6.77 4,565 -2.56 0.6293
2016-05-06 2016-03-31 13F LOWES COS COM 548661107 61,851 234 0.38 4,685 0.00 0.6690
2016-02-02 2015-12-31 13F LOWES COS COM 548661107 61,617 20,392 49.47 4,685 64.91 0.6833
2015-11-06 2015-09-30 13F LOWES COS COM 548661107 41,225 4,988 13.76 2,841 17.06 0.4508
2015-08-04 2015-06-30 13F LOWES COS COM 548661107 36,237 36,237 2,427 0.3669
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.