Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionKeebeck Wealth Management, LLC
Latest Disclosed Ownership20,999 shares
Latest Disclosed Value $ 4,961,644
Keebeck Wealth Management, LLC reports 14.49% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Keebeck Wealth Management, LLC filed a 13F-HR form disclosing ownership of 20,999 shares of Lowe's Companies, Inc. (MX:LOW) valued at $4,961,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,557 shares of Lowe's Companies, Inc.. This represents a change in shares of -14.49% 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 20,999 -3,558 -14.49 4,962 -16.23 0.5581
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 24,557 -537 -2.14 5,922 -6.09 0.6834
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 25,094 -1,658 -6.20 6,306 6.25 0.7454
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 26,752 -75 -0.28 5,935 -5.13 0.7767
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 26,827 -286 -1.05 6,257 -6.50 0.9231
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 27,113 -280 -1.02 6,691 -9.81 0.9646
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 27,393 -492 -1.76 7,419 20.69 1.0744
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 27,885 -1,600 -5.43 6,148 -18.15 0.9017
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 29,485 -1,035 -3.39 7,511 10.57 1.1047
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 30,520 -418 -1.35 6,792 5.63 1.1206
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 30,938 551 1.81 6,430 -6.24 1.1198
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 30,387 3,198 11.76 6,858 26.16 0.9424
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 27,189 1,892 7.48 5,437 7.86 0.8764
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 25,297 891 3.65 5,040 9.95 0.8849
2022-11-14 2022-09-30 13F Lowes Cos Inc Com COM 548661107 24,406 1,732 7.64 4,584 15.76 0.8836
2022-08-15 2022-06-30 13F Lowes Cos Inc Com COM 548661107 22,674 2,343 11.52 3,960 -3.67 0.7568
2022-05-16 2022-03-31 13F Lowes Cos Inc Com COM 548661107 20,331 1,738 9.35 4,111 -14.46 0.6814
2022-02-14 2021-12-31 13F Lowes Cos Inc Com COM 548661107 18,593 289 1.58 4,806 29.44 0.8576
2021-11-16 2021-09-30 13F Lowes Cos Inc Com COM 548661107 18,304 2,480 15.67 3,713 20.98 0.7322
2021-08-16 2021-06-30 13F Lowes Cos Inc Com COM 548661107 15,824 1,529 10.70 3,069 12.87 0.4424
2021-05-13 2021-03-31 13F Lowes Cos Inc Com COM 548661107 14,295 152 1.07 2,719 19.78 0.4223
2021-02-16 2020-12-31 13F Lowes Cos Inc Com COM 548661107 14,143 352 2.55 2,270 -0.74 0.3952
2020-11-02 2020-09-30 13F Lowes Cos Inc Com COM 548661107 13,791 1,375 11.07 2,287 36.46 0.4721
2020-08-06 2020-06-30 13F Lowes Cos Inc Com COM 548661107 12,416 1,319 11.89 1,676 75.68 0.5300
2020-05-14 2020-03-31 13F Lowes Cos Inc Com COM 548661107 11,097 2,439 28.17 954 -7.92 0.3968
2020-02-14 2019-12-31 13F Lowes Cos Inc Com COM 548661107 8,658 8,658 1,036 0.3284
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.