Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionKmg Fiduciary Partners, Llc
Latest Disclosed Ownership42,639 shares
Latest Disclosed Value $ 10,074,703
Kmg Fiduciary Partners, Llc reports 0.79% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 13, 2026 - Kmg Fiduciary Partners, Llc filed a 13F-HR form disclosing ownership of 42,639 shares of Lowe's Companies, Inc. (MX:LOW) valued at $10,074,703 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 42,979 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.79% 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)
2026-04-13 2026-03-31 13F LOWES COS COM 548661107 42,639 -340 -0.79 10,075 -2.80 0.7452
2026-01-14 2025-12-31 13F LOWES COS COM 548661107 42,979 2,184 5.35 10,365 1.09 0.7369
2025-10-10 2025-09-30 13F LOWES COS COM 548661107 40,795 1,445 3.67 10,252 17.43 0.6880
2025-07-10 2025-06-30 13F LOWES COS COM 548661107 39,350 900 2.34 8,731 -2.64 0.6469
2025-04-14 2025-03-31 13F LOWES COS COM 548661107 38,450 2,156 5.94 8,968 0.11 0.7449
2025-01-15 2024-12-31 13F LOWES COS COM 548661107 36,294 90 0.25 8,957 -8.65 0.7415
2024-10-17 2024-09-30 13F LOWES COS COM 548661107 36,204 -3,920 -9.77 9,806 10.85 0.8469
2024-07-18 2024-06-30 13F LOWES COS COM 548661107 40,124 1,430 3.70 8,846 -10.26 0.8697
2024-04-10 2024-03-31 13F LOWES COS COM 548661107 38,694 9,703 33.47 9,856 52.76 1.0211
2024-01-10 2023-12-31 13F LOWES COS COM 548661107 28,991 1,310 4.73 6,452 12.15 0.7514
2023-10-25 2023-09-30 13F LOWES COS COM 548661107 27,681 996 3.73 5,753 -4.47 0.7602
2023-07-14 2023-06-30 13F LOWES COS COM 548661107 26,685 3,496 15.08 6,023 29.87 0.7795
2023-04-13 2023-03-31 13F LOWES COS COM 548661107 23,189 1,051 4.75 4,637 5.15 0.6651
2023-01-12 2022-12-31 13F LOWES COS COM 548661107 22,138 1,736 8.51 4,411 15.08 0.7242
2022-10-27 2022-09-30 13F LOWES COS COM 548661107 20,402 6,863 50.69 3,832 62.03 0.7373
2022-07-13 2022-06-30 13F LOWES COS COM 548661107 13,539 1,719 14.54 2,365 -1.05 0.4408
2022-04-19 2022-03-31 13F LOWES COS COM 548661107 11,820 1,913 19.31 2,390 -6.68 0.3821
2022-01-12 2021-12-31 13F LOWES COS COM 548661107 9,907 2,618 35.92 2,561 73.16 0.3963
2021-10-12 2021-09-30 13F LOWES COS COM 548661107 7,289 3,056 72.19 1,479 80.15 0.2517
2021-07-20 2021-06-30 13F LOWES COS COM 548661107 4,233 144 3.52 821 5.53 0.1449
2021-04-08 2021-03-31 13F LOWES COS COM 548661107 4,089 623 17.97 778 39.43 0.1517
2021-01-13 2020-12-31 13F LOWES COS COM 548661107 3,466 104 3.09 558 0.00 0.1176
2020-10-13 2020-09-30 13F LOWES COS COM 548661107 3,362 3,362 558 0.1388
2020-07-22 2020-06-30 13F LOWES COS COM 548661107 0 -3,142 -100.00 0 -100.00
2020-04-29 2020-03-31 13F LOWES COS COM 548661107 3,142 196 6.65 270 -23.51 0.0877
2020-01-29 2019-12-31 13F LOWES COS COM 548661107 2,946 0 0.00 353 8.95 0.1075
2019-10-15 2019-09-30 13F LOWES COS COM 548661107 2,946 39 1.34 324 10.58 0.1100
2019-07-26 2019-06-30 13F LOWES COS COM 548661107 2,907 0 0.00 293 -7.86 0.1059
2019-04-16 2019-03-31 13F LOWES COS COM 548661107 2,907 157 5.71 318 25.20 0.1207
2019-04-15 2018-12-31 13F LOWES COS COM 548661107 2,750 2,750 254 0.1155
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.