Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionGraves-Light Private Wealth Management, Inc.
Latest Disclosed Ownership1,212 shares
Latest Disclosed Value $ 286,297
Graves-Light Private Wealth Management, Inc. reports 0.17% increase in ownership of LOW / Lowe's Companies, Inc.

On April 8, 2026 - Graves-Light Private Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 1,212 shares of Lowe's Companies, Inc. (MX:LOW) valued at $286,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,210 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.17% 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 1,212 2 0.17 286 -1.72 0.0298
2026-01-09 2025-12-31 13F LOWES COS COM 548661107 1,210 2 0.17 292 -3.96 0.0310
2025-10-07 2025-09-30 13F LOWES COS COM 548661107 1,208 1 0.08 304 13.48 0.0337
2025-07-09 2025-06-30 13F LOWES COS COM 548661107 1,207 -173 -12.54 268 -16.82 0.0319
2025-04-09 2025-03-31 13F LOWES COS COM 548661107 1,380 -2,223 -61.70 322 -63.89 0.0395
2025-01-14 2024-12-31 13F LOWES COS COM 548661107 3,603 2,191 155.17 889 132.72 0.1105
2024-11-14 2024-09-30 13F LOWES COS INC COM Stock 548661107 1,412 -2,199 -60.90 382 -50.45 0.0470
2024-08-14 2024-06-30 13F LOWES COS INC COM Stock 548661107 3,611 2,202 156.28 771 115.36 0.0882
2024-05-13 2024-03-31 13F LOWES COS INC COM Stock 548661107 1,409 2 0.14 359 14.38 0.0416
2024-05-13 2023-12-31 13F/A-1 LOWES COS INC COM Stock 548661107 1,407 1 0.07 313 11.79 0.0389
2024-02-09 2023-12-31 13F LOWES COS INC COM Stock 548661107 1,407 1 313 0.0389
2023-11-13 2023-09-30 13F LOWES COS INC COM Stock 548661107 1,406 -447 -24.12 280 -33.01 0.0381
2023-08-14 2023-06-30 13F LOWES COS INC COM Stock 548661107 1,853 1,853 418 0.0565
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 0 -1,541 -100.00 0 -100.00
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 1,541 2 0.13 289 7.43 0.0482
2022-08-15 2022-06-30 13F LOWES COS INC COM Stock 548661107 1,539 1 0.07 269 -13.50 0.0411
2022-05-13 2022-03-31 13F LOWES COS INC COM Stock 548661107 1,538 -555 -26.52 311 -42.51 0.0434
2022-02-14 2021-12-31 13F LOWES COS INC COM Stock 548661107 2,093 78 3.87 541 32.27 0.0769
2021-11-15 2021-09-30 13F LOWES COS INC COM Stock 548661107 2,015 -46 -2.23 409 2.25 0.0646
2021-07-12 2021-06-30 13F LOWES COS INC COM Stock 548661107 2,061 -154 -6.95 400 -4.99 0.0641
2021-04-09 2021-03-31 13F LOWES COS INC COM Stock 548661107 2,215 -215 -8.85 421 7.95 0.0722
2021-02-04 2020-12-31 13F LOWES COS INC COM Stock 548661107 2,430 32 1.33 390 -2.01 0.0727
2020-11-10 2020-09-30 13F LOWES COS COM 548661107 2,398 -403 -14.39 398 5.01 0.0881
2020-07-31 2020-06-30 13F LOWES COS COM 548661107 2,801 -161 -5.44 379 48.63 0.0888
2020-04-29 2020-03-31 13F LOWES COS COM 548661107 2,962 -108 -3.52 255 -30.71 0.0687
2020-01-21 2019-12-31 13F LOWES COS COM 548661107 3,070 1 0.03 368 7.29 0.0774
2019-11-12 2019-09-30 13F LOWES COS COM 548661107 3,069 763 33.09 343 47.84 0.0757
2024-05-13 2019-06-30 13F/A-1 LOWES COS INC COM Stock 548661107 2,306 -165 -6.68 233 -14.39 0.0557
2019-07-24 2019-06-30 13F LOWES COS COM 548661107 2,959 488 299 0.0700
2019-04-11 2019-03-31 13F LOWES COS COM 548661107 2,471 0 0.00 271 18.86 0.0670
2019-01-26 2018-12-31 13F LOWES COS COM 548661107 2,471 2,471 228 0.0669
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.