Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionIsthmus Partners, Llc
Latest Disclosed Ownership51,798 shares
Latest Disclosed Value $ 12,238,831
Isthmus Partners, Llc reports 6.48% increase in ownership of LOW / Lowe's Companies, Inc.

On April 29, 2026 - Isthmus Partners, Llc filed a 13F-HR form disclosing ownership of 51,798 shares of Lowe's Companies, Inc. (MX:LOW) valued at $12,238,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 48,646 shares of Lowe's Companies, Inc.. This represents a change in shares of 6.48% 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 COM 548661107 51,798 3,152 6.48 12,239 4.32 1.2838
2026-02-05 2025-12-31 13F LOWES COMPANIES COM 548661107 48,646 -204 -0.42 11,731 -4.44 1.3027
2025-11-10 2025-09-30 13F LOWES COMPANIES COM 548661107 48,850 234 0.48 12,276 13.81 2.7234
2025-08-13 2025-06-30 13F LOWES COMPANIES COM 548661107 48,616 293 0.61 10,786 -4.29 1.2600
2025-05-01 2025-03-31 13F LOWES COMPANIES COM 548661107 48,323 533 1.12 11,270 -4.44 1.4109
2025-02-07 2024-12-31 13F LOWES COMPANIES COM 548661107 47,790 -142 -0.30 11,795 -9.15 1.4336
2024-11-14 2024-09-30 13F LOWES COMPANIES COM 548661107 47,932 382 0.80 12,982 23.85 1.5424
2024-08-14 2024-06-30 13F/A-1 LOWES COMPANIES COM 548661107 47,550 6 0.01 10,483 -13.44 1.2345
2024-08-06 2024-06-30 13F LOWES COMPANIES COM 548661107 47,550 6 1,981 0.1269
2024-05-08 2024-03-31 13F LOWES COMPANIES COM 548661107 47,544 -318 -0.66 12,111 13.70 1.3747
2024-02-12 2023-12-31 13F LOWES COMPANIES COM 548661107 47,862 1,578 3.41 10,652 10.73 1.3851
2023-11-14 2023-09-30 13F LOWES COMPANIES COM 548661107 46,284 -43 -0.09 9,620 -8.00 1.3877
2023-08-03 2023-06-30 13F LOWES COMPANIES COM 548661107 46,327 278 0.60 10,456 13.55 1.4258
2023-05-11 2023-03-31 13F LOWES COMPANIES COM 548661107 46,049 200 0.44 9,208 0.81 1.2983
2023-02-10 2022-12-31 13F LOWES COMPANIES COM 548661107 45,849 -449 -0.97 9,135 5.05 1.3721
2022-11-14 2022-09-30 13F LOWES COMPANIES COM 548661107 46,298 46,298 8,695 1.4965
2021-11-10 2021-09-30 13F LOWES COMPANIES COM 548661107 0 -390 -100.00 0 -100.00
2021-08-10 2021-06-30 13F LOWES COMPANIES COM 548661107 390 390 76 0.0134
2019-02-04 2018-12-31 13F LOWES COMPANIES COM 548661107 0 -200 -100.00 0 -100.00
2018-11-14 2018-09-30 13F LOWES COMPANIES COM 548661107 200 0 0.00 23 21.05 0.0058
2018-08-02 2018-06-30 13F LOWES COMPANIES COM 548661107 200 0 0.00 19 5.56 0.0050
2018-05-11 2018-03-31 13F LOWES COMPANIES COM 548661107 200 0 0.00 18 -5.26 0.0049
2018-02-05 2017-12-31 13F LOWES COMPANIES COM 548661107 200 0 0.00 19 18.75 0.0052
2017-08-11 2017-06-30 13F LOWES COMPANIES COM 548661107 200 0 0.00 16 0.00 0.0047
2017-05-10 2017-03-31 13F LOWES COMPANIES COM 548661107 200 0 0.00 16 14.29 0.0047
2017-02-06 2016-12-31 13F LOWES COMPANIES COM 548661107 200 0 0.00 14 0.00 0.0042
2016-10-31 2016-09-30 13F LOWES COMPANIES COM 548661107 200 0 0.00 14 -12.50 0.0044
2016-08-08 2016-06-30 13F LOWES COMPANIES COM 548661107 200 0 0.00 16 6.67 0.0053
2016-05-10 2016-03-31 13F LOWES COMPANIES COM 548661107 200 0 0.00 15 0.00 0.0050
2016-02-01 2015-12-31 13F LOWES COMPANIES COM 548661107 200 0 0.00 15 7.14 0.0052
2015-10-27 2015-09-30 13F LOWES COMPANIES COM 548661107 200 0 0.00 14 7.69 0.0051
2015-08-11 2015-06-30 13F LOWES COMPANIES COM 548661107 200 0 0.00 13 -13.33 0.0043
2015-06-01 2015-03-31 13F LOWES COMPANIES COM 548661107 200 0 0.00 15 7.14 0.0051
2015-04-20 2014-12-31 13F LOWES COMPANIES COM 548661107 200 200 14 0.0048
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.