Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionKestra Private Wealth Services, Llc
Latest Disclosed Ownership39,500 shares
Latest Disclosed Value $ 9,333,111
Kestra Private Wealth Services, Llc reports 5.29% increase in ownership of LOW / Lowe's Companies, Inc.

On April 20, 2026 - Kestra Private Wealth Services, Llc filed a 13F-HR form disclosing ownership of 39,500 shares of Lowe's Companies, Inc. (MX:LOW) valued at $9,333,111 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 37,514 shares of Lowe's Companies, Inc.. This represents a change in shares of 5.29% 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 39,500 1,986 5.29 9,333 3.17 0.1150
2026-01-29 2025-12-31 13F LOWES COS COM 548661107 37,514 1,041 2.85 9,047 -1.31 0.1122
2025-11-17 2025-09-30 13F LOWES COS COM 548661107 36,473 537 1.49 9,166 14.96 0.1195
2025-08-07 2025-06-30 13F LOWES COS COM 548661107 35,936 1,894 5.56 7,973 0.43 0.1146
2025-05-05 2025-03-31 13F LOWES COS COM 548661107 34,042 993 3.00 7,940 -2.66 0.1324
2025-01-28 2024-12-31 13F LOWES COS COM 548661107 33,049 2,824 9.34 8,156 -0.37 0.1386
2024-11-13 2024-09-30 13F LOWES COS COM 548661107 30,225 -1,998 -6.20 8,186 15.25 0.1501
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 32,223 2,243 7.48 7,104 -6.98 0.1422
2024-05-02 2024-03-31 13F LOWES COS COM 548661107 29,980 -32 -0.11 7,637 14.33 0.1723
2024-02-05 2023-12-31 13F LOWES COS COM 548661107 30,012 -1,942 -6.08 6,679 0.57 0.1704
2023-11-08 2023-09-30 13F LOWES COS COM 548661107 31,954 2,526 8.58 6,641 0.00 0.2088
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 29,428 -9,613 -24.62 6,642 -14.94 0.2274
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 39,041 3,886 11.05 7,807 11.46 0.3106
2023-02-01 2022-12-31 13F LOWES COS COM 548661107 35,155 -212 -0.60 7,004 116,633.33 0.3549
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 35,367 2,855 8.78 7 20.00 0.3845
2022-08-12 2022-06-30 13F LOWES COS COM 548661107 32,512 11,053 51.51 6 25.00 0.3241
2022-07-21 2022-03-31 13F/A-1 LOWES COS COM 548661107 21,459 -3,782 -14.98 4 -33.33 0.2152
2022-05-26 2022-03-31 13F LOWES COS COM 548661107 21,459 -3,782 4,339 0.2152
2022-07-21 2021-12-31 13F/A-1 LOWES COS COM 548661107 25,241 4,057 19.15 7 50.00 0.3122
2022-01-21 2021-12-31 13F LOWES COS COM 548661107 25,241 4,057 6,524 0.3122
2022-07-26 2021-09-30 13F/A-1 LOWES COS COM 548661107 21,184 1,031 5.12 4 33.33 0.2398
2021-10-21 2021-09-30 13F LOWES COS COM 548661107 21,184 1,031 4,297 0.2398
2022-07-27 2021-06-30 13F/A-1 LOWES COS COM 548661107 20,153 1,231 6.51 4 0.00 0.2378
2021-07-30 2021-06-30 13F LOWES COS COM 548661107 20,153 1,231 3,909 0.2378
2022-07-27 2021-03-31 13F/A-1 LOWES COS COM 548661107 18,922 324 1.74 4 50.00 0.2507
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 18,922 324 3,599 0.2507
2022-07-28 2020-12-31 13F/A-1 LOWES COS COM 548661107 18,598 -442 -2.32 3 -100.00 0.2199
2021-01-21 2020-12-31 13F LOWES COS COM 548661107 18,598 -442 2,986 0.2199
2022-07-28 2020-09-30 13F/A-1 LOWES COS COM 548661107 19,040 19,040 3,158,000 0.2741
2020-11-09 2020-09-30 13F LOWES COS COM 548661107 19,040 19,040 3,158 0.2741
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.