Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionIAG Wealth Partners, LLC
Latest Disclosed Ownership156 shares
Latest Disclosed Value $ 36,860
IAG Wealth Partners, LLC reports 178.57% increase in ownership of LOW / Lowe's Companies, Inc.

On April 29, 2026 - IAG Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 156 shares of Lowe's Companies, Inc. (MX:LOW) valued at $36,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 56 shares of Lowe's Companies, Inc.. This represents a change in shares of 178.57% 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)
2026-04-29 2026-03-31 13F LOWES COMPANIES Common Stock 548661107 156 100 178.57 37 176.92 0.0041
2026-02-10 2025-12-31 13F LOWES COMPANIES Common Stock 548661107 56 0 0.00 14 -7.14 0.0016
2025-11-12 2025-09-30 13F LOWES COMPANIES Common Stock 548661107 56 0 0.00 14 16.67 0.0017
2025-08-13 2025-06-30 13F LOWES COMPANIES Common Stock 548661107 56 0 0.00 12 -7.69 0.0016
2025-04-16 2025-03-31 13F LOWES COMPANIES Common Stock 548661107 56 0 0.00 13 0.00 0.0020
2025-02-10 2024-12-31 13F LOWES COMPANIES Common Stock 548661107 56 0 0.00 14 -13.33 0.0024
2024-10-29 2024-09-30 13F LOWES COMPANIES Common Stock 548661107 56 -18 -24.32 15 -6.25 0.0028
2024-07-16 2024-06-30 13F LOWES COMPANIES Common Stock 548661107 74 18 32.14 16 14.29 0.0033
2024-04-24 2024-03-31 13F LOWES COMPANIES Common Stock 548661107 56 -73 -56.59 14 -50.00 0.0031
2024-02-02 2023-12-31 13F LOWES COMPANIES Common Stock 548661107 129 -25 -16.23 29 -12.50 0.0066
2023-10-24 2023-09-30 13F LOWES COMPANIES Common Stock 548661107 154 0 0.00 32 -5.88 0.0089
2023-08-10 2023-06-30 13F LOWES COMPANIES Common Stock 548661107 154 21 15.79 35 30.77 0.0092
2023-04-25 2023-03-31 13F LOWES COMPANIES Common Stock 548661107 133 0 0.00 27 0.00 0.0074
2023-02-08 2022-12-31 13F LOWES COMPANIES Common Stock 548661107 133 0 0.00 26 4.00 0.0078
2022-10-26 2022-09-30 13F LOWES COMPANIES Common Stock 548661107 133 0 0.00 25 8.70 0.0083
2022-08-03 2022-06-30 13F LOWES COMPANIES Common Stock 548661107 133 0 0.00 23 -14.81 0.0075
2022-05-04 2022-03-31 13F LOWES COMPANIES Common Stock 548661107 133 25 23.15 27 -3.57 0.0085
2022-02-14 2021-12-31 13F LOWES COMPANIES Common Stock 548661107 108 -33 -23.40 28 -3.45 0.0090
2021-11-04 2021-09-30 13F LOWES COMPANIES Common Stock 548661107 141 33 30.56 29 38.10 0.0103
2021-08-04 2021-06-30 13F LOWES COMPANIES Common Stock 548661107 108 0 0.00 21 0.00 0.0075
2021-04-29 2021-03-31 13F LOWES COMPANIES Common Stock 548661107 108 0 0.00 21 16.67 0.0080
2021-02-11 2020-12-31 13F LOWES COMPANIES Common Stock 548661107 108 0 0.00 18 0.00 0.0074
2021-02-11 2020-09-30 13F LOWES COMPANIES Common Stock 548661107 108 0 0.00 18 20.00 0.0083
2021-02-11 2020-06-30 13F LOWES COMPANIES Common Stock 548661107 108 0 0.00 15 50.00 0.0073
2021-02-11 2020-03-31 13F LOWES COMPANIES Common Stock 548661107 108 0 0.00 10 -23.08 0.0067
2021-02-11 2019-12-31 13F LOWES COMPANIES Common Stock 548661107 108 108 13 0.0085
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.