Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionGreat Valley Advisor Group, Inc.
Latest Disclosed Ownership16,224 shares
Latest Disclosed Value $ 3,833,159
Great Valley Advisor Group, Inc. reports 0.24% increase in ownership of LOW / Lowe's Companies, Inc.

On May 11, 2026 - Great Valley Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 16,224 shares of Lowe's Companies, Inc. (MX:LOW) valued at $3,833,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 16,185 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.24% 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 16,224 39 0.24 3,833 -1.79 0.0697
2026-02-12 2025-12-31 13F LOWES COS COM 548661107 16,185 1,121 7.44 3,904 3.09 0.0750
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 15,064 621 4.30 3,786 18.16 0.0759
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 14,443 -20,259 -58.38 3,205 -60.41 0.0710
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 34,702 1,600 4.83 8,094 -0.93 0.1742
2025-02-24 2024-12-31 13F LOWES COS COM 548661107 33,102 -62 -0.19 8,169 -9.05 0.1829
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 33,164 572 1.76 8,982 25.03 0.2207
2024-07-16 2024-06-30 13F LOWES COS COM 548661107 32,592 3,667 12.68 7,185 -2.50 0.2010
2024-05-06 2024-03-31 13F LOWES COS COM 548661107 28,925 685 2.43 7,368 17.23 0.2237
2024-02-06 2023-12-31 13F LOWES COS COM 548661107 28,240 121 0.43 6,285 7.55 0.2205
2023-11-07 2023-09-30 13F LOWES COS COM 548661107 28,119 2,056 7.89 5,845 -0.63 0.2423
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 26,063 1,959 8.13 5,882 22.01 0.2465
2023-05-03 2023-03-31 13F LOWES COS COM 548661107 24,104 -1,470 -5.75 4,820 -5.40 0.2248
2023-02-01 2022-12-31 13F LOWES COS COM 548661107 25,574 994 4.04 5,096 10.38 0.2604
2022-10-21 2022-09-30 13F LOWES COS COM 548661107 24,580 1,361 5.86 4,616 13.81 0.2585
2022-07-19 2022-06-30 13F LOWES COS COM 548661107 23,219 1,489 6.85 4,056 -9.42 0.2229
2022-04-20 2022-03-31 13F LOWES COS COM 548661107 21,730 1,905 9.61 4,478 -11.26 0.2611
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 19,825 -127 -0.64 5,046 24.65 0.3118
2021-10-14 2021-09-30 13F LOWES COS COM 548661107 19,952 1,055 5.58 4,048 10.60 0.2790
2021-07-27 2021-06-30 13F LOWES COS COM 548661107 18,897 -185 -0.97 3,660 0.85 0.2706
2021-04-20 2021-03-31 13F LOWES COS COM 548661107 19,082 2,656 16.17 3,629 37.62 0.3492
2021-01-29 2020-12-31 13F LOWES COS COM 548661107 16,426 -87 -0.53 2,637 -3.72 0.2728
2020-10-21 2020-09-30 13F LOWES COS COM 548661107 16,513 9,424 132.94 2,739 185.91 0.3362
2020-07-31 2020-06-30 13F LOWES COS COM 548661107 7,089 7,089 958 0.1568
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 0 -2,139 -100.00 0 -100.00
2020-02-10 2019-12-31 13F LOWES COS COM 548661107 2,139 4 0.19 256 8.94 0.0570
2019-10-25 2019-09-30 13F LOWES COS COM 548661107 2,135 -7 -0.33 235 8.80 0.0567
2019-07-30 2019-06-30 13F LOWES COS COM 548661107 2,142 -1,848 -46.32 216 -50.46 0.0543
2019-04-26 2019-03-31 13F LOWES COS COM 548661107 3,990 242 6.46 436 26.01 0.1387
2019-04-11 2018-12-31 13F LOWES COS COM 548661107 3,748 3,748 346 0.1292
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.