Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership9,421 shares
Latest Disclosed Value $ 2,225,991
Institute for Wealth Management, LLC. reports 0.06% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 9,421 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,225,991 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 9,427 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.06% 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)
2026-05-14 2026-03-31 13F LOWES COS COM 548661107 9,421 -6 -0.06 2,226 -2.11 0.2372
2026-01-27 2025-12-31 13F LOWES COS COM 548661107 9,427 -16 -0.17 2,273 -4.21 0.2409
2025-10-17 2025-09-30 13F LOWES COS COM 548661107 9,443 -197 -2.04 2,373 10.99 0.2472
2025-07-18 2025-06-30 13F LOWES COS COM 548661107 9,640 -638 -6.21 2,139 -10.81 0.2385
2025-04-21 2025-03-31 13F LOWES COS COM 548661107 10,278 -1 -0.01 2,397 -5.48 0.3076
2025-01-23 2024-12-31 13F LOWES COS COM 548661107 10,279 -111 -1.07 2,537 -9.88 0.3178
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 10,390 -247 -2.32 2,814 20.05 0.3551
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 10,637 1,004 10.42 2,345 -4.44 0.3143
2024-04-30 2024-03-31 13F LOWES COS COM 548661107 9,633 -39 -0.40 2,454 13.99 0.3162
2024-01-31 2023-12-31 13F LOWES COS COM 548661107 9,672 -61 -0.63 2,153 6.43 0.3492
2023-10-13 2023-09-30 13F LOWES COS COM 548661107 9,733 -132 -1.34 2,023 -9.16 0.3648
2023-07-25 2023-06-30 13F LOWES COS COM 548661107 9,865 -53 -0.53 2,226 12.25 0.3755
2023-04-20 2023-03-31 13F LOWES COS COM 548661107 9,918 -25 -0.25 1,983 0.15 0.3788
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 9,943 -646 -6.10 1,981 -0.45 0.4164
2022-10-18 2022-09-30 13F LOWES COS COM 548661107 10,589 -253 -2.33 1,989 5.02 0.4463
2022-07-25 2022-06-30 13F LOWES COS COM 548661107 10,842 144 1.35 1,894 -12.44 0.3719
2022-04-29 2022-03-31 13F LOWES COS COM 548661107 10,698 6 0.06 2,163 -21.74 0.3500
2022-01-21 2021-12-31 13F LOWES COS COM 548661107 10,692 -83 -0.77 2,764 26.44 0.4503
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 10,775 33 0.31 2,186 4.89 0.3837
2021-07-21 2021-06-30 13F LOWES COS COM 548661107 10,742 354 3.41 2,084 5.47 0.3659
2021-05-04 2021-03-31 13F LOWES COS COM 548661107 10,388 599 6.12 1,976 25.78 0.3757
2021-02-01 2020-12-31 13F LOWES COS COM 548661107 9,789 101 1.04 1,571 -2.24 0.3123
2020-11-03 2020-09-30 13F LOWES COS COM 548661107 9,688 -394 -3.91 1,607 17.99 0.3669
2020-07-30 2020-06-30 13F LOWES COS COM 548661107 10,082 787 8.47 1,362 70.25 0.3334
2020-04-29 2020-03-31 13F LOWES COS COM 548661107 9,295 -119 -1.26 800 -29.02 0.2467
2020-02-27 2019-12-31 13F/A-1 LOWES COS COM 548661107 9,414 69 0.74 1,127 9.63 0.2545
2020-01-27 2019-12-31 13F LOWES COS COM 548661107 1,127 -8,218 1,127 261,712.0192
2019-10-28 2019-09-30 13F LOWES COS COM 548661107 9,345 -81 -0.86 1,028 8.10 0.2591
2019-08-02 2019-06-30 13F LOWES COS COM 548661107 9,426 -213 -2.21 951 -9.86 0.2105
2019-05-15 2019-03-31 13F LOWES COS COM 548661107 9,639 9,639 1,055 0.2294
2018-05-15 2018-03-31 13F LOWES COS COM 548661107 0 -9,655 -100.00 0 -100.00
2018-02-12 2017-12-31 13F LOWES COS COM 548661107 9,655 -426 -4.23 902 12.47 0.2082
2017-11-14 2017-09-30 13F LOWES COS COM 548661107 10,081 222 2.25 802 4.56 0.2608
2017-08-14 2017-06-30 13F LOWES COS COM 548661107 9,859 9,859 767 0.2110
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.