Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionHalbert Hargrove Global Advisors, Llc
Latest Disclosed Ownership2,560 shares
Latest Disclosed Value $ 604,877
Halbert Hargrove Global Advisors, Llc ownership in LOW / Lowe's Companies, Inc.

On April 17, 2026 - Halbert Hargrove Global Advisors, Llc filed a 13F-HR form disclosing ownership of 2,560 shares of Lowe's Companies, Inc. (MX:LOW) valued at $604,877 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,560 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-04-17 2026-03-31 13F LOWES COS COM 548661107 2,560 0 0.00 605 -2.11 0.0292
2026-01-23 2025-12-31 13F LOWES COS COM 548661107 2,560 -6 -0.23 617 -4.19 0.0293
2025-10-16 2025-09-30 13F LOWES COS COM 548661107 2,566 2,566 645 0.0313
2025-07-17 2025-06-30 13F LOWES COS COM 548661107 0 -12 -100.00 0 -100.00
2025-04-18 2025-03-31 13F LOWES COS COM 548661107 12 12 3 0.0002
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 0 -1,936 -100.00 0 -100.00
2023-04-25 2023-03-31 13F LOWES COS COM 548661107 1,936 55 2.92 387 3.48 0.0262
2023-01-25 2022-12-31 13F LOWES COS COM 548661107 1,881 20 1.07 375 6.86 0.0268
2022-10-24 2022-09-30 13F LOWES COS COM 548661107 1,861 -38 -2.00 350 5.42 0.0270
2022-08-05 2022-06-30 13F LOWES COS COM 548661107 1,899 122 6.87 332 -7.52 0.0246
2022-05-13 2022-03-31 13F LOWES COS COM 548661107 1,777 24 1.37 359 -20.75 0.0237
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 1,753 2 0.11 453 27.61 0.0288
2021-10-29 2021-09-30 13F LOWES COS COM 548661107 1,751 23 1.33 355 5.97 0.0247
2021-07-29 2021-06-30 13F LOWES COS COM 548661107 1,728 46 2.73 335 4.69 0.0220
2021-05-06 2021-03-31 13F LOWES COS COM 548661107 1,682 -72 -4.10 320 13.88 0.0230
2021-02-04 2020-12-31 13F LOWES COS COM 548661107 1,754 114 6.95 281 3.31 0.0213
2020-11-10 2020-09-30 13F LOWES COS COM 548661107 1,640 110 7.19 272 31.40 0.0261
2020-08-10 2020-06-30 13F LOWES COS COM 548661107 1,530 -2,719 -63.99 207 -0.48 0.0304
2014-05-02 2014-03-31 13F LOWES COS COM 548661107 4,249 -2,454 -36.61 208 -37.35 0.0639
2014-02-07 2013-12-31 13F LOWES COS COM 548661107 6,703 253 3.92 332 8.14 0.1026
2013-11-14 2013-09-30 13F LOWES COS COM 548661107 6,450 -79 -1.21 307 14.98 0.1018
2013-08-15 2013-06-30 13F LOWES COS COM 548661107 6,529 6,529 267 0.0978
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.