Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership2,126 shares
Latest Disclosed Value $ 502,332
Jfs Wealth Advisors, Llc reports 5.55% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 2,126 shares of Lowe's Companies, Inc. (MX:LOW) valued at $502,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,251 shares of Lowe's Companies, Inc.. This represents a change in shares of -5.55% 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)
2026-04-20 2026-03-31 13F LOWES COS COM 548661107 2,126 -125 -5.55 502 -7.38 0.0281
2026-01-14 2025-12-31 13F LOWES COS COM 548661107 2,251 -384 -14.57 543 -18.13 0.0306
2025-11-10 2025-09-30 13F LOWES COS COM 548661107 2,635 -2 -0.08 662 13.16 0.0387
2025-07-24 2025-06-30 13F LOWES COS COM 548661107 2,637 -33 -1.24 585 -5.95 0.0372
2025-04-22 2025-03-31 13F LOWES COS COM 548661107 2,670 -55 -2.02 623 -7.44 0.0422
2025-01-31 2024-12-31 13F LOWES COS COM 548661107 2,725 -1,077 -28.33 673 -34.69 0.0460
2024-10-25 2024-09-30 13F LOWES COS COM 548661107 3,802 -47 -1.22 1,030 21.34 0.0689
2024-07-15 2024-06-30 13F LOWES COS COM 548661107 3,849 -87 -2.21 849 -15.37 0.0669
2024-04-30 2024-03-31 13F LOWES COS COM 548661107 3,936 71 1.84 1,003 16.51 0.0796
2024-02-07 2023-12-31 13F LOWES COS COM 548661107 3,865 150 4.04 860 11.40 0.0731
2023-11-02 2023-09-30 13F LOWES COS COM 548661107 3,715 280 8.15 772 -0.39 0.0729
2023-08-07 2023-06-30 13F LOWES COS COM 548661107 3,435 -26 -0.75 775 11.99 0.0697
2023-04-19 2023-03-31 13F LOWES COS COM 548661107 3,461 -4 -0.12 692 0.29 0.0653
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 3,465 -76 -2.15 690 3.76 0.0675
2022-10-21 2022-09-30 13F LOWES COS COM 548661107 3,541 167 4.95 665 12.90 0.0729
2022-08-02 2022-06-30 13F LOWES COS COM 548661107 3,374 -66 -1.92 589 -15.37 0.0622
2022-05-02 2022-03-31 13F LOWES COS COM 548661107 3,440 255 8.01 696 -15.43 0.0657
2022-02-03 2021-12-31 13F LOWES COS COM 548661107 3,185 -50 -1.55 823 25.46 0.0776
2021-11-09 2021-09-30 13F LOWES COS COM 548661107 3,235 2,043 171.39 656 183.98 0.0673
2021-08-04 2021-06-30 13F LOWES COS COM 548661107 1,192 121 11.30 231 13.24 0.0345
2021-04-28 2021-03-31 13F LOWES COS COM 548661107 1,071 -36 -3.25 204 14.61 0.0416
2021-02-01 2020-12-31 13F LOWES COS COM 548661107 1,107 36 3.36 178 0.00 0.0374
2020-10-28 2020-09-30 13F LOWES COS COM 548661107 1,071 1 0.09 178 22.76 0.0423
2020-08-05 2020-06-30 13F LOWES COS COM 548661107 1,070 0 0.00 145 57.61 0.0376
2020-04-29 2020-03-31 13F LOWES COS COM 548661107 1,070 1 0.09 92 -28.12 0.0276
2020-02-03 2019-12-31 13F LOWES COS COM 548661107 1,069 0 0.00 128 8.47 0.0315
2019-10-30 2019-09-30 13F LOWES COS COM 548661107 1,069 1 0.09 118 9.26 0.0301
2019-08-06 2019-06-30 13F LOWES COS COM 548661107 1,068 0 0.00 108 -7.69 0.0273
2019-04-23 2019-03-31 13F LOWES COS COM 548661107 1,068 1 0.09 117 18.18 0.0305
2019-01-26 2018-12-31 13F LOWES COS COM 548661107 1,067 -133 -11.08 99 -28.26 0.0265
2018-11-09 2018-09-30 13F LOWES COS COM 548661107 1,200 134 12.57 138 35.29 0.0355
2018-07-25 2018-06-30 13F LOWES COS COM 548661107 1,066 160 17.66 102 29.11 0.0269
2018-04-26 2018-03-31 13F LOWES COS COM 548661107 906 1 0.11 79 -5.95 0.0209
2018-01-30 2017-12-31 13F LOWES COS COM 548661107 905 0 0.00 84 16.67 0.0206
2017-10-20 2017-09-30 13F LOWES COS COM 548661107 905 1 0.11 72 2.86 0.0186
2017-07-28 2017-06-30 13F LOWES COS COM 548661107 904 104 13.00 70 22.81 0.0192
2017-04-24 2017-03-31 13F LOWES COS COM 548661107 800 0 0.00 57 0.00 0.0154
2017-01-30 2016-12-31 13F LOWES COS COM 548661107 800 0 0.00 57 -1.72 0.0154
2016-10-26 2016-09-30 13F LOWES COS COM 548661107 800 0 0.00 58 -4.92 0.0166
2016-04-25 2016-03-31 13F LOWES COS COM 548661107 800 0 0.00 61 0.00 0.0180
2016-02-03 2015-12-31 13F LOWES COS COM 548661107 800 0 0.00 61 10.91 0.0176
2015-10-27 2015-09-30 13F LOWES COS COM 548661107 800 0 0.00 55 1.85 0.0242
2015-07-31 2015-06-30 13F LOWES COS COM 548661107 800 0 0.00 54 -10.00 0.0277
2015-04-28 2015-03-31 13F LOWES COS COM 548661107 800 0 0.00 60 9.09 0.0281
2015-01-23 2014-12-31 13F LOWES COS COM 548661107 800 0 0.00 55 30.95 0.0087
2014-10-29 2014-09-30 13F LOWES COS COM 548661107 800 0 0.00 42 10.53 0.0073
2014-07-29 2014-06-30 13F LOWES COS COM 548661107 800 800 38 0.0070
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.