Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionKennedy Investment Group
Latest Disclosed Ownership2,955 shares
Latest Disclosed Value $ 698,218
Kennedy Investment Group reports 14.15% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 22, 2026 - Kennedy Investment Group filed a 13F-HR form disclosing ownership of 2,955 shares of Lowe's Companies, Inc. (MX:LOW) valued at $698,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,442 shares of Lowe's Companies, Inc.. This represents a change in shares of -14.15% 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)
2026-04-22 2026-03-31 13F LOWES COS COM 548661107 2,955 -487 -14.15 698 -15.90 0.2734
2026-02-06 2025-12-31 13F LOWES COS COM 548661107 3,442 25 0.73 830 -3.26 0.3131
2025-10-28 2025-09-30 13F LOWES COS COM 548661107 3,417 -13 -0.38 859 12.89 0.3414
2025-07-16 2025-06-30 13F LOWES COS COM 548661107 3,430 -23 -0.67 761 -5.59 0.3232
2025-04-22 2025-03-31 13F LOWES COS COM 548661107 3,453 31 0.91 805 -4.62 0.3738
2025-01-22 2024-12-31 13F LOWES COS COM 548661107 3,422 27 0.80 844 -8.16 0.3821
2024-10-21 2024-09-30 13F LOWES COS COM 548661107 3,395 13 0.38 919 23.36 0.4230
2024-07-18 2024-06-30 13F LOWES COS COM 548661107 3,382 77 2.33 746 -11.41 0.3776
2024-04-22 2024-03-31 13F LOWES COS COM 548661107 3,305 -154 -4.45 842 9.36 0.4492
2024-01-29 2023-12-31 13F LOWES COS COM 548661107 3,459 2 0.06 770 7.10 0.4302
2023-10-25 2023-09-30 13F LOWES COS COM 548661107 3,457 -97 -2.73 718 -10.47 0.4320
2023-07-19 2023-06-30 13F LOWES COS COM 548661107 3,554 -65 -1.80 802 10.93 0.4695
2023-06-01 2023-03-31 13F LOWES COS COM 548661107 3,619 -177 -4.66 724 -4.37 0.4425
2023-06-01 2022-12-31 13F LOWES COS COM 548661107 3,796 3,796 756 0.4816
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.