Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionIronvine Capital Partners, LLC
Latest Disclosed Ownership106,963 shares
Latest Disclosed Value $ 25,273,218
Ironvine Capital Partners, LLC reports 2.91% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Ironvine Capital Partners, LLC filed a 13F-HR form disclosing ownership of 106,963 shares of Lowe's Companies, Inc. (MX:LOW) valued at $25,273,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 110,167 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.91% 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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 106,963 -3,204 -2.91 25,273 -4.87 2.7780
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 110,167 58 0.05 26,568 -3.99 2.6595
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 110,109 8 0.01 27,671 13.28 2.7544
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 110,101 148 0.13 24,428 -4.74 2.5314
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 109,953 -18 -0.02 25,644 -5.51 2.7840
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 109,971 -56 -0.05 27,141 -8.93 2.9081
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 110,027 701 0.64 29,801 23.64 3.1993
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 109,326 44 0.04 24,102 -13.42 2.6399
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 109,282 35 0.03 27,837 14.50 3.0525
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 109,247 1,940 1.81 24,313 9.01 2.9158
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 107,307 355 0.33 22,303 -7.61 2.8616
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 106,952 131 0.12 24,139 13.01 2.9310
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 106,821 55 0.05 21,361 0.41 2.6947
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 106,766 457 0.43 21,272 6.54 2.7537
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 106,309 429 0.41 19,966 7.96 2.6793
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 105,880 -11,554 -9.84 18,494 -22.11 2.2700
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 117,434 -22,762 -16.24 23,744 -34.48 2.5608
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 140,196 -16,531 -10.55 36,238 13.98 3.7181
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 156,727 -5,863 -3.61 31,794 0.81 3.3763
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 162,590 -24,988 -13.32 31,538 -11.59 3.4544
2021-04-29 2021-03-31 13F LOWES COS COM 548661107 187,578 -6,594 -3.40 35,674 14.46 4.1521
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 194,172 -23,555 -10.82 31,167 -13.69 3.8924
2020-11-03 2020-09-30 13F LOWES COS COM 548661107 217,727 43 0.02 36,112 22.78 4.5242
2020-08-05 2020-06-30 13F LOWES COS COM 548661107 217,684 73 0.03 29,413 57.08 3.8918
2020-04-29 2020-03-31 13F LOWES COS COM 548661107 217,611 20,712 10.52 18,725 -20.59 2.9266
2020-01-23 2019-12-31 13F/A-1 LOWES COS COM 548661107 196,899 6,673 3.51 23,581 10.73 3.2908
2019-10-24 2019-09-30 13F LOWES COS COM 548661107 190,226 16,370 9.42 21,296 19.16 3.1251
2019-07-26 2019-06-30 13F LOWES COS COM 548661107 173,856 4,914 2.91 17,872 -3.36 2.9200
2019-05-08 2019-03-31 13F LOWES COS COM 548661107 168,942 1,897 1.14 18,494 18.86 3.4927
2019-01-30 2018-12-31 13F LOWES COS COM 548661107 167,045 17,184 11.47 15,560 -9.57 3.1660
2018-10-29 2018-09-30 13F LOWES COS COM 548661107 149,861 6,355 4.43 17,207 25.46 3.5136
2018-07-26 2018-06-30 13F LOWES COS COM 548661107 143,506 249 0.17 13,715 9.10 3.0668
2018-05-11 2018-03-31 13F LOWES COS COM 548661107 143,257 53,272 59.20 12,571 50.32 3.0254
2018-02-14 2017-12-31 13F LOWES COS COM 548661107 89,985 89,985 8,363 2.6086
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.