Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionGuardian Wealth Advisors, LLC
Latest Disclosed Ownership2,769 shares
Latest Disclosed Value $ 654,251
Guardian Wealth Advisors, LLC reports 3.89% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 1, 2026 - Guardian Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,769 shares of Lowe's Companies, Inc. (MX:LOW) valued at $654,251 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,881 shares of Lowe's Companies, Inc.. This represents a change in shares of -3.89% 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 2,769 -112 -3.89 654 -5.76 0.3762
2026-02-02 2025-12-31 13F LOWES COS COM 548661107 2,881 27 0.95 695 -3.21 0.3919
2025-10-30 2025-09-30 13F LOWES COS COM 548661107 2,854 -30 -1.04 717 12.21 0.4066
2025-07-31 2025-06-30 13F LOWES COS COM 548661107 2,884 -34 -1.17 640 -6.03 0.3788
2025-05-02 2025-03-31 13F LOWES COS COM 548661107 2,918 197 7.24 681 1.34 0.4366
2025-01-28 2024-12-31 13F LOWES COS COM 548661107 2,721 -80 -2.86 672 -11.48 0.4304
2024-11-07 2024-09-30 13F LOWES COS COM 548661107 2,801 20 0.72 759 23.65 0.4684
2024-08-08 2024-06-30 13F LOWES COS COM 548661107 2,781 69 2.54 613 -11.16 0.3988
2024-04-29 2024-03-31 13F LOWES COS COM 548661107 2,712 106 4.07 691 18.97 0.4488
2024-02-13 2023-12-31 13F/A-1 LOWES COS COM 548661107 2,606 217 9.08 580 16.94 0.4044
2024-02-09 2023-12-31 13F LOWES COS COM 548661107 2,606 217 580 0.4044
2023-10-30 2023-09-30 13F LOWES COS COM 548661107 2,389 52 2.23 496 -5.88 0.3804
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 2,337 232 11.02 527 25.48 0.3878
2023-05-18 2023-03-31 13F/A-1 LOWES COS COM 548661107 2,105 224 11.91 421 12.30 0.3299
2023-05-03 2023-03-31 13F LOWES COS COM 548661107 2 -1,879 0 0.0001
2023-02-03 2022-12-31 13F LOWES COS COM 548661107 1,881 226 13.66 375 -30.22 0.3328
2023-05-18 2022-09-30 13F/A-1 LOWES COS COM 548661107 1,655 86 5.48 0 -100.00 0.3023
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 2,856 1,287 536 0.1139
2022-08-12 2022-06-30 13F LOWES COS COM 548661107 1,569 154 10.88 274 -4.20 0.2522
2022-05-11 2022-03-31 13F LOWES COS COM 548661107 1,415 100 7.60 286 -15.88 0.2352
2022-02-03 2021-12-31 13F LOWES COS COM 548661107 1,315 -41 -3.02 340 23.64 0.2725
2021-11-10 2021-09-30 13F LOWES COS COM 548661107 1,356 23 1.73 275 6.18 0.2446
2021-07-28 2021-06-30 13F LOWES COS COM 548661107 1,333 65 5.13 259 7.47 0.2242
2021-05-10 2021-03-31 13F/A-1 LOWES COS COM 548661107 1,268 -77 -5.72 241 11.57 0.2233
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 8,948 7,603 1,702 0.0751
2021-05-10 2020-12-31 13F LOWES COS COM 548661107 1,345 1,345 216 0.2143
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.