Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership9,885 shares
Latest Disclosed Value $ 2,335,653
Heritage Wealth Advisors reports 0.62% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 9,885 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,335,653 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,947 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.62% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F Lowes Companies COM 548661107 9,885 -62 -0.62 2,336 -2.63 0.0912
2026-02-13 2025-12-31 13F Lowes Companies COM 548661107 9,947 0 0.00 2,399 -4.04 0.0916
2025-11-13 2025-09-30 13F Lowes Companies COM 548661107 9,947 0 0.00 2,500 13.28 0.1094
2025-08-11 2025-06-30 13F Lowes Companies COM 548661107 9,947 -17 -0.17 2,207 -5.04 0.1048
2025-05-08 2025-03-31 13F Lowes Companies COM 548661107 9,964 -7 -0.07 2,324 -5.57 0.1177
2025-02-12 2024-12-31 13F Lowes Companies COM 548661107 9,971 -126 -1.25 2,461 -10.02 0.1220
2024-11-12 2024-09-30 13F Lowes Companies COM 548661107 10,097 105 1.05 2,735 24.16 0.1283
2024-12-12 2024-06-30 13F/A-1 Lowes Companies COM 548661107 9,992 -1,178 -10.55 2,203 -22.60 0.0994
2024-08-06 2024-06-30 13F Lowes Companies COM 548661107 9,992 -1,178 2,203 0.0994
2024-12-12 2024-03-31 13F/A-1 Lowes Companies COM 548661107 11,170 -41 -0.37 2,845 14.03 0.1299
2024-05-08 2024-03-31 13F Lowes Companies COM 548661107 10,583 -628 2,696 0.1234
2024-12-12 2023-12-31 13F/A-1 Lowes Companies COM 548661107 11,211 -1,072 -8.73 2,495 -2.23 0.1241
2024-02-12 2023-12-31 13F Lowes Companies COM 548661107 10,321 -1,962 2,297 0.1144
2024-12-12 2023-09-30 13F/A-1 Lowes Companies COM 548661107 12,283 1,017 9.03 2,553 0.39 0.1392
2023-11-09 2023-09-30 13F Lowes Companies COM 548661107 12,283 1,017 2,553 0.1392
2024-12-12 2023-06-30 13F/A-1 Lowes Companies COM 548661107 11,266 45 0.40 2,543 13.33 0.1346
2023-08-09 2023-06-30 13F Lowes Companies COM 548661107 11,266 45 2,543 0.1346
2023-05-04 2023-03-31 13F Lowes Companies COM 548661107 11,221 250 2.28 2,244 2.65 0.1250
2024-12-12 2022-12-31 13F/A-1 Lowes Companies COM 548661107 10,971 0 0.00 2,186 6.07 0.1266
2023-02-07 2022-12-31 13F Lowes Companies COM 548661107 10,971 0 2,186 0.1266
2024-12-12 2022-09-30 13F/A-1 Lowes Companies COM 548661107 10,971 0 0.00 2,060 205,900.00 0.1495
2022-11-10 2022-09-30 13F Lowes Companies COM 548661107 10,971 0 2 0.1494
2022-08-04 2022-06-30 13F Lowes Companies COM 548661107 10,971 1,086 10.99 2 0.00 0.1332
2022-05-11 2022-03-31 13F Lowes Companies COM 548661107 9,885 0 0.00 2 -50.00 0.1106
2022-03-28 2021-12-31 13F/A-1 Lowes Companies COM 548661107 9,885 1,667 20.28 3 -99.88 0.1403
2022-02-02 2021-12-31 13F Lowes Companies COM 548661107 9,885 1,667 2,555 0.1403
2021-11-02 2021-09-30 13F Lowes Companies COM 548661107 8,218 300 3.79 1,667 8.60 0.1021
2021-08-09 2021-06-30 13F/A-1 Lowes Companies COM 548661107 7,918 -1,681 -17.51 1,536 -15.89 0.0946
2021-07-27 2021-06-30 13F Lowes Companies COM 548661107 17,469 7,870 2,804 0.1752
2021-04-27 2021-03-31 13F Lowes Companies COM 548661107 9,599 -7,870 -45.05 1,826 -34.91 0.1101
2021-02-01 2020-12-31 13F Lowes Companies COM 548661107 17,469 10,161 139.04 2,804 131.35 0.1752
2020-11-03 2020-09-30 13F Lowes Companies COM 548661107 7,308 0 0.00 1,212 22.80 0.1565
2020-07-17 2020-06-30 13F/A-1 Lowes Companies COM 548661107 7,308 -25 -0.34 987 56.42 0.1381
2020-07-17 2020-06-30 13F Lowes Companies COM 548661107 228 -7,105 987 138,120.1940
2020-05-05 2020-03-31 13F Lowes Companies COM 548661107 7,333 1,183 19.24 631 -14.27 0.1131
2020-02-04 2019-12-31 13F Lowes Companies COM 548661107 6,150 -926 -13.09 737 -5.40 0.0973
2019-10-30 2019-09-30 13F Lowes Companies COM 548661107 7,076 -199 -2.74 778 5.99 0.1147
2019-08-05 2019-06-30 13F Lowes Companies COM 548661107 7,275 2,600 55.61 734 43.64 0.1125
2019-05-06 2019-03-31 13F Lowes Companies COM 548661107 4,675 0 0.00 512 18.56 0.0841
2019-01-26 2018-12-31 13F Lowes Companies COM 548661107 4,675 -35 -0.74 431 -20.19 0.0842
2018-11-14 2018-09-30 13F Lowes Companies COM 548661107 4,710 0 0.00 540 20.27 0.1058
2018-07-19 2018-06-30 13F LOWES COS COM 548661107 4,710 0 0.00 449 8.19 0.1679
2018-05-10 2018-03-31 13F LOWES COS COM 548661107 4,710 25 0.53 415 -4.38 0.1723
2018-02-02 2017-12-31 13F LOWES COS COM 548661107 4,685 1,400 42.62 434 64.39 0.1857
2017-11-07 2017-09-30 13F LOWES COS COM 548661107 3,285 280 9.32 264 12.82 0.1328
2017-07-27 2017-06-30 13F LOWES COS COM 548661107 3,005 3,005 234 0.1211
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.