Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionHaverford Financial Services, Inc.
Latest Disclosed Ownership42,746 shares
Latest Disclosed Value $ 10,100,025
Haverford Financial Services, Inc. reports 0.83% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 11, 2026 - Haverford Financial Services, Inc. filed a 13F-HR form disclosing ownership of 42,746 shares of Lowe's Companies, Inc. (MX:LOW) valued at $10,100,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 43,102 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.83% 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 42,746 -356 -0.83 10,100 -2.83 3.0095
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 43,102 -282 -0.65 10,394 -4.66 2.9130
2025-11-12 2025-09-30 13F LOWES COS COM 548661107 43,384 -219 -0.50 10,903 12.69 3.0595
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 43,603 -62 -0.14 9,674 -5.00 2.8637
2025-05-09 2025-03-31 13F LOWES COS COM 548661107 43,665 -4,872 -10.04 10,184 -14.99 3.1374
2025-02-11 2024-12-31 13F LOWES COS COM 548661107 48,537 -2,933 -5.70 11,979 -14.07 3.6528
2024-10-28 2024-09-30 13F LOWES COS COM 548661107 51,470 -6 -0.01 13,941 22.84 3.9903
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 51,476 -1,579 -2.98 11,348 -16.03 3.4026
2024-04-30 2024-03-31 13F LOWES COS COM 548661107 53,055 -8,048 -13.17 13,515 -0.62 3.8909
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 61,103 275 0.45 13,598 7.56 4.0740
2023-11-09 2023-09-30 13F LOWES COS COM 548661107 60,828 -157 -0.26 12,642 -8.15 4.0751
2023-08-07 2023-06-30 13F LOWES COS COM 548661107 60,985 -259 -0.42 13,764 12.40 4.1031
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 61,244 -6,547 -9.66 12,247 -9.33 3.8247
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 67,791 -10,195 -13.07 13,507 -7.79 3.7252
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 77,986 -2,539 -3.15 14,647 4.14 4.4854
2022-08-12 2022-06-30 13F LOWES COS COM 548661107 80,525 -3,079 -3.68 14,065 -16.79 4.0941
2022-05-02 2022-03-31 13F LOWES COS COM 548661107 83,604 -4,835 -5.47 16,904 -26.05 4.1653
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 88,439 -4,158 -4.49 22,860 21.70 5.1740
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 92,597 -2,315 -2.44 18,784 2.03 4.5689
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 94,912 -4,059 -4.10 18,410 -2.19 4.4979
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 98,971 -1,831 -1.82 18,822 16.33 4.9178
2021-02-04 2020-12-31 13F LOWES COS COM 548661107 100,802 -10 -0.01 16,180 -3.24 4.4083
2020-11-10 2020-09-30 13F LOWES COS COM 548661107 100,812 380 0.38 16,721 23.22 5.1430
2020-08-13 2020-06-30 13F LOWES COS COM 548661107 100,432 -5,223 -4.94 13,570 49.25 4.5716
2020-05-11 2020-03-31 13F LOWES COS COM 548661107 105,655 12,732 13.70 9,092 -18.30 3.6739
2020-02-10 2019-12-31 13F LOWES COS COM 548661107 92,923 -2,392 -2.51 11,128 6.17 3.5391
2019-11-04 2019-09-30 13F LOWES COS COM 548661107 95,315 -630 -0.66 10,481 8.25 3.5564
2019-08-13 2019-06-30 13F LOWES COS COM 548661107 95,945 10,740 12.60 9,682 3.81 3.3632
2019-05-09 2019-03-31 13F LOWES COS COM 548661107 85,205 15,517 22.27 9,327 44.92 3.3457
2019-02-12 2018-12-31 13F LOWES COS COM 548661107 69,688 24,188 53.16 6,436 23.20 2.6541
2018-11-08 2018-09-30 13F LOWES COS COM 548661107 45,500 1,749 4.00 5,224 24.95 1.8523
2018-08-10 2018-06-30 13F LOWES COS COM 548661107 43,751 43,751 4,181 1.5693
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.