Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionJohnson Investment Counsel Inc
Latest Disclosed Ownership311,773 shares
Latest Disclosed Value $ 73,665,699
Johnson Investment Counsel Inc reports 4.18% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 1, 2026 - Johnson Investment Counsel Inc filed a 13F-HR form disclosing ownership of 311,773 shares of Lowe's Companies, Inc. (MX:LOW) valued at $73,665,699 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 325,378 shares of Lowe's Companies, Inc.. This represents a change in shares of -4.18% 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 311,773 -13,605 -4.18 73,666 -6.12 0.5956
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 0 -100.00 0
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 325,378 78,468
2025-11-06 2025-09-30 13F LOWES COS COM 548661107 312,463 1,057 0.34 78,525 13.65 0.6557
2025-07-25 2025-06-30 13F LOWES COS COM 548661107 311,406 13,424 4.50 69,092 -0.59 0.6194
2025-04-21 2025-03-31 13F LOWES COS COM 548661107 297,982 3,966 1.35 69,498 -4.22 0.6700
2025-02-07 2024-12-31 13F LOWES COS COM 548661107 294,016 -1,754 -0.59 72,563 -9.42 0.7074
2024-11-04 2024-09-30 13F LOWES COS CS 548661107 295,770 -7,395 -2.44 80,109 19.86 0.7882
2024-08-08 2024-06-30 13F LOWES COS CS 548661107 303,165 -243 -0.08 66,836 -13.52 0.7040
2024-05-09 2024-03-31 13F LOWES COS CS 548661107 303,408 2,567 0.85 77,287 15.44 0.8399
2024-02-07 2023-12-31 13F LOWES COS CS 548661107 300,841 12,176 4.22 66,952 11.59 0.7866
2023-11-13 2023-09-30 13F LOWES COS CS 548661107 288,665 1,589 0.55 59,996 -7.40 0.7715
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 287,076 9,296 3.35 64,793 16.64 0.8040
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 277,780 -8,160 -2.85 55,548 -2.50 0.7374
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 285,940 16,255 6.03 56,971 12.48 0.7775
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 269,685 5,936 2.25 50,649 9.94 0.7508
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 263,749 10,507 4.15 46,069 -10.03 0.6537
2022-05-11 2022-03-31 13F Lowes Cos Inc Com COMMON EQUITY 548661107 253,242 14,053 5.88 51,203 -17.18 0.6348
2022-02-15 2021-12-31 13F Lowes Cos Inc Com COMMON EQUITY 548661107 239,189 9,710 4.23 61,825 32.81 0.7563
2021-11-12 2021-09-30 13F Lowes Cos Inc Com COMMON EQUITY 548661107 229,479 89,845 64.34 46,552 71.87 0.6233
2021-08-13 2021-06-30 13F Lowes Cos Inc Com COMMON EQUITY 548661107 139,634 102,789 278.98 27,085 286.54 0.3862
2021-05-14 2021-03-31 13F Lowes Cos Inc Com COMMON EQUITY 548661107 36,845 -466 -1.25 7,007 17.00 0.1054
2021-02-12 2020-12-31 13F Lowes Cos Inc Com COMMON EQUITY 548661107 37,311 -1,975 -5.03 5,989 -8.09 0.0998
2020-11-16 2020-09-30 13F Lowes Cos Inc Com COMMON EQUITY 548661107 39,286 209 0.53 6,516 23.41 0.1207
2020-08-13 2020-06-30 13F Lowes Cos Inc Com COMMON EQUITY 548661107 39,077 223 0.57 5,280 57.94 0.1068
2020-05-20 2020-03-31 13F Lowes Cos Inc Com COMMON EQUITY 548661107 38,854 -1,935 -4.74 3,343 -31.57 0.0740
2020-02-13 2019-12-31 13F Lowes Cos Inc Com COMMON EQUITY 548661107 40,789 685 1.71 4,885 10.77 0.0920
2019-11-14 2019-09-30 13F Lowes Cos Inc Com COMMON 548661107 40,104 -1,856 -4.42 4,410 4.16 0.0878
2019-08-14 2019-06-30 13F LOWES COMPANIES Common 548661107 41,960 -2,070 -4.70 4,234 -12.16 0.0876
2019-05-13 2019-03-31 13F LOWES COMPANIES Common 548661107 44,030 -21,153 -32.45 4,820 -19.93 0.1029
2019-02-13 2018-12-31 13F LOWES COMPANIES Common 548661107 65,183 -11,952 -15.49 6,020 -32.02 0.1464
2018-11-14 2018-09-30 13F LOWES COMPANIES Common 548661107 77,135 -22,490 -22.57 8,856 -6.98 0.1968
2018-08-14 2018-06-30 13F LOWES COMPANIES Common 548661107 99,625 -55,958 -35.97 9,521 -30.26 0.2334
2018-05-15 2018-03-31 13F LOWES COMPANIES Common 548661107 155,583 -361,924 -69.94 13,652 -71.62 0.3491
2018-02-14 2017-12-31 13F LOWES COMPANIES Common 548661107 517,507 3,000 0.58 48,097 16.94 1.2014
2017-11-14 2017-09-30 13F LOWES COMPANIES Common 548661107 514,507 20,912 4.24 41,129 7.48 1.0870
2017-08-14 2017-06-30 13F LOWES COMPANIES Common 548661107 493,595 16,493 3.46 38,268 -2.43 1.0658
2017-05-12 2017-03-31 13F LOWES COMPANIES Common 548661107 477,102 36,269 8.23 39,222 25.10 1.1336
2017-02-14 2016-12-31 13F LOWES COMPANIES Common 548661107 440,833 77,942 21.48 31,352 19.65 0.9647
2016-11-14 2016-09-30 13F LOWES COMPANIES Common 548661107 362,891 299,102 468.89 26,204 418.89 0.8386
2016-08-11 2016-06-30 13F LOWES COMPANIES Common 548661107 63,789 51,187 406.18 5,050 429.35 0.1663
2016-05-13 2016-03-31 13F LOWES COMPANIES Common 548661107 12,602 -812 -6.05 954 -6.47 0.0334
2016-02-12 2015-12-31 13F LOWES COMPANIES Common 548661107 13,414 1,314 10.86 1,020 22.45 0.0358
2015-11-16 2015-09-30 13F LOWES COMPANIES Common 548661107 12,100 7,058 139.98 833 147.18 0.0306
2015-08-14 2015-06-30 13F LOWES COMPANIES Common 548661107 5,042 -295 -5.53 337 -15.11 0.0113
2015-05-14 2015-03-31 13F LOWES COMPANIES Common 548661107 5,337 76 1.44 397 9.97 0.0133
2015-02-17 2014-12-31 13F LOWES COMPANIES Common 548661107 5,261 340 6.91 361 38.85 0.0119
2014-11-14 2014-09-30 13F LOWES COMPANIES Common 548661107 4,921 -135 -2.67 260 7.44 0.0087
2014-08-14 2014-06-30 13F LOWES COMPANIES Common 548661107 5,056 233 4.83 242 2.98 0.0086
2014-05-15 2014-03-31 13F LOWES COMPANIES Common 548661107 4,823 4,823 235 0.0086
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.