Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionLeavell Investment Management, Inc.
Latest Disclosed Ownership18,680 shares
Latest Disclosed Value $ 4,413,704
Leavell Investment Management, Inc. reports 1.03% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Leavell Investment Management, Inc. filed a 13F-HR form disclosing ownership of 18,680 shares of Lowe's Companies, Inc. (MX:LOW) valued at $4,413,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 18,875 shares of Lowe's Companies, Inc.. This represents a change in shares of -1.03% 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)
2026-05-12 2026-03-31 13F Lowes Companies COM 548661107 18,680 -195 -1.03 4,414 -3.03 0.1806
2026-02-09 2025-12-31 13F Lowes Companies COM 548661107 18,875 -505 -2.61 4,552 -6.55 0.1894
2025-10-28 2025-09-30 13F Lowes Companies COM 548661107 19,380 -96 -0.49 4,870 12.71 0.2053
2025-07-31 2025-06-30 13F Lowes Companies COM 548661107 19,476 -185 -0.94 4,321 -5.76 0.1937
2025-04-30 2025-03-31 13F Lowes Companies COM 548661107 19,661 -209 -1.05 4,586 -6.49 0.2268
2025-01-29 2024-12-31 13F Lowes Companies COM 548661107 19,870 265 1.35 4,904 -7.65 0.2404
2024-11-01 2024-09-30 13F Lowes Companies COM 548661107 19,605 -150 -0.76 5,310 132,625.00 0.2646
2024-07-17 2024-06-30 13F Lowes Companies COM 548661107 19,755 -150 -0.75 4 -20.00 0.2404
2024-04-24 2024-03-31 13F Lowes Companies COM 548661107 19,905 -1,740 -8.04 5 25.00 0.2926
2024-01-23 2023-12-31 13F Lowes Companies COM 548661107 21,645 -162 -0.74 5 0.00 0.3062
2023-10-16 2023-09-30 13F Lowes Companies COM 548661107 21,807 -2,725 -11.11 5 -20.00 0.3170
2023-07-19 2023-06-30 13F Lowes Companies COM 548661107 24,532 -404 -1.62 6 25.00 0.3760
2023-04-13 2023-03-31 13F Lowes Companies COM 548661107 24,936 -4,536 -15.39 5 -20.00 0.3556
2023-01-17 2022-12-31 13F Lowes Companies COM 548661107 29,472 -175 -0.59 6 -99.91 0.4408
2022-10-17 2022-09-30 13F Lowes Companies COM 548661107 29,647 250 0.85 5,568 8.43 0.4416
2022-07-28 2022-06-30 13F Lowes Companies COM 548661107 29,397 210 0.72 5,135 -12.98 0.3931
2022-04-21 2022-03-31 13F Lowes Companies COM 548661107 29,187 265 0.92 5,901 -21.07 0.4055
2022-01-20 2021-12-31 13F Lowes Companies COM 548661107 28,922 -712 -2.40 7,476 24.35 0.4973
2021-10-26 2021-09-30 13F Lowes Companies COM 548661107 29,634 644 2.22 6,012 9.05 0.4479
2021-07-21 2021-06-30 13F Lowes Companies COM 548661107 28,990 0 0.00 5,513 0.00 0.4492
2021-04-15 2021-03-31 13F Lowes Companies COM 548661107 28,990 200 0.69 5,513 19.30 0.4492
2021-01-26 2020-12-31 13F Lowes Companies COM 548661107 28,790 -203 -0.70 4,621 -3.91 0.3992
2020-10-27 2020-09-30 13F Lowes Companies COM 548661107 28,993 20 0.07 4,809 22.84 0.4178
2020-07-23 2020-06-30 13F Lowes Companies COM 548661107 28,973 -50 -0.17 3,915 56.79 0.3810
2020-04-16 2020-03-31 13F Lowes Companies COM 548661107 29,023 0 0.00 2,497 -28.16 0.2893
2020-01-22 2019-12-31 13F Lowes Companies COM 548661107 29,023 -424 -1.44 3,476 7.35 0.3254
2019-10-28 2019-09-30 13F Lowes Companies COM 548661107 29,447 -2,300 -7.24 3,238 1.06 0.3322
2019-07-18 2019-06-30 13F Lowes Companies COM 548661107 31,747 0 0.00 3,204 -7.80 0.3373
2019-04-16 2019-03-31 13F Lowes Companies COM 548661107 31,747 -100 -0.31 3,475 18.16 0.3882
2019-01-24 2018-12-31 13F Lowes Companies COM 548661107 31,847 0 0.00 2,941 -19.58 0.3694
2018-10-22 2018-09-30 13F Lowes Companies COM 548661107 31,847 -247 -0.77 3,657 19.24 0.3936
2018-07-23 2018-06-30 13F Lowes Companies COM 548661107 32,094 115 0.36 3,067 9.30 0.3484
2018-04-25 2018-03-31 13F LOWES COS COM 548661107 31,979 200 0.63 2,806 -5.01 0.3267
2018-01-11 2017-12-31 13F LOWES COS INC COM COM 548661107 31,779 70 0.22 2,954 16.53 0.3479
2017-10-25 2017-09-30 13F LOWES COS INC COM COM 548661107 31,709 400 1.28 2,535 4.45 0.3130
2017-07-13 2017-06-30 13F LOWES COS INC COM COM 548661107 31,309 -92 -0.29 2,427 -5.97 0.3075
2017-04-26 2017-03-31 13F LOWES COS INC COM COM 548661107 31,401 0 0.00 2,581 15.58 0.3313
2017-02-22 2016-12-31 13F/A-1 LOWES COS INC COM COM 548661107 31,401 0 0.00 2,233 -1.50 0.3075
2017-01-30 2016-12-31 13F LOWES COS INC COM COM 548661107 31,401 2,233
2016-10-21 2016-09-30 13F LOWES COS INC COM COM 548661107 31,401 368 1.19 2,267 -7.73 0.3340
2016-07-18 2016-06-30 13F LOWES COS INC COM COM 548661107 31,033 530 1.74 2,457 6.32 0.3622
2016-04-19 2016-03-31 13F LOWES COS INC COM COM 548661107 30,503 0 0.00 2,311 -0.34 0.3462
2016-01-22 2015-12-31 13F LOWES COS INC COM COM 548661107 30,503 100 0.33 2,319 10.69 0.3399
2015-10-22 2015-09-30 13F LOWES COS INC COM COM 548661107 30,403 -1,000 -3.18 2,095 -0.38 0.3311
2015-07-17 2015-06-30 13F LOWES COS INC COM COM 548661107 31,403 0 0.00 2,103 -9.97 0.3264
2015-04-17 2015-03-31 13F LOWES COS INC COM COM 548661107 31,403 31,403 0.00 2,336 0.3532
2015-02-03 2014-12-31 13F LOWES COS INC COM COM 548661107 0 -28,403 -100.00 0 -100.00
2014-10-20 2014-09-30 13F LOWES COS INC COM COM 548661107 28,403 2,500 9.65 1,503 20.92 0.2388
2014-07-17 2014-06-30 13F LOWES COS INC COM COM 548661107 25,903 5,500 26.96 1,243 24.55 0.1965
2014-04-25 2014-03-31 13F LOWES COS INC COM COM 548661107 20,403 -434 -2.08 998 -3.29 0.1663
2014-01-15 2013-12-31 13F LOWES COS INC COM COM 548661107 20,837 0 0.00 1,032 4.03 0.1743
2013-10-15 2013-09-30 13F LOWES COS INC COM COM 548661107 20,837 0 0.00 992 16.43 0.1785
2013-07-25 2013-06-30 13F LOWES COS INC COM COM 548661107 20,837 -5,061 -19.54 852 47.66 0.1748
2013-08-06 2010-09-30 13F/A-1 LOWES COS INC COM COM 548661107 25,898 -795 -2.98 577 5.87 0.1679
2013-08-05 2010-06-30 13F/A-1 LOWES COS INC COM COM 548661107 26,693 26,693 545 0.1630
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.