Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership3,481 shares
Latest Disclosed Value $ 822,382
Legacy Financial Advisors, Inc. reports 3.66% increase in ownership of LOW / Lowe's Companies, Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,481 shares of Lowe's Companies, Inc. (MX:LOW) valued at $822,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,358 shares of Lowe's Companies, Inc.. This represents a change in shares of 3.66% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F LOWES COS INC COM Stock 548661107 3,481 123 3.66 822 1.61 0.1150
2026-02-04 2025-12-31 13F LOWES COS INC COM Stock 548661107 3,358 -258 -7.13 810 -10.90 0.1120
2025-11-10 2025-09-30 13F LOWES COS INC COM Stock 548661107 3,616 -116 -3.11 909 9.79 0.1252
2025-08-07 2025-06-30 13F LOWES COS INC COM Stock 548661107 3,732 68 1.86 828 -3.16 0.1293
2025-05-14 2025-03-31 13F LOWES COS INC COM Stock 548661107 3,664 32 0.88 855 -4.69 0.1429
2025-02-13 2024-12-31 13F LOWES COS INC COM Stock 548661107 3,632 344 10.46 896 0.67 0.1482
2024-11-14 2024-09-30 13F LOWES COS INC COM Stock 548661107 3,288 331 11.19 891 36.71 0.1496
2024-08-13 2024-06-30 13F LOWES COS INC COM Stock 548661107 2,957 85 2.96 652 -10.94 0.1161
2024-05-14 2024-03-31 13F LOWES COS INC COM Stock 548661107 2,872 240 9.12 732 24.96 0.1311
2024-02-13 2023-12-31 13F/A-1 LOWES COS INC COM Stock 548661107 2,632 192 7.87 586 15.38 0.1125
2024-02-06 2023-12-31 13F LOWES COS INC COM Stock 548661107 2,632 192 586 0.1128
2023-11-13 2023-09-30 13F LOWES COS INC COM Stock 548661107 2,440 254 11.62 507 2.84 0.1015
2023-08-08 2023-06-30 13F LOWES COS INC COM Stock 548661107 2,186 193 9.68 493 23.87 0.0922
2023-05-03 2023-03-31 13F LOWES COS INC COM Stock 548661107 1,993 50 2.57 399 2.84 0.0814
2023-02-06 2022-12-31 13F LOWES COS INC COM Stock 548661107 1,943 -358 -15.56 387 -10.42 0.0834
2022-11-09 2022-09-30 13F LOWES COS INC COM Stock 548661107 2,301 302 15.11 432 23.78 0.1033
2022-08-08 2022-06-30 13F LOWES COS INC COM Stock 548661107 1,999 -299 -13.01 349 -24.95 0.0868
2022-05-04 2022-03-31 13F LOWES COS INC COM Stock 548661107 2,298 108 4.93 465 -17.84 0.1046
2022-02-04 2021-12-31 13F LOWES COS INC COM Stock 548661107 2,190 53 2.48 566 30.41 0.1299
2021-10-26 2021-09-30 13F LOWES COS INC COM Stock 548661107 2,137 174 8.86 434 13.91 0.1064
2021-07-21 2021-06-30 13F LOWES COS INC COM Stock 548661107 1,963 199 11.28 381 13.39 0.0965
2021-04-28 2021-03-31 13F LOWES COS INC COM Stock 548661107 1,764 152 9.43 336 29.73 0.0921
2021-02-02 2020-12-31 13F LOWES COS INC COM Stock 548661107 1,612 208 14.81 259 11.16 0.0732
2020-11-09 2020-09-30 13F LOWES COS INC COM Stock 548661107 1,404 1,404 233 0.0711
2019-08-07 2019-06-30 13F LOWES COS INC COM Stock 548661107 0 -1,589 -100.00 0 -100.00
2019-05-14 2019-03-31 13F LOWES COS INC COM Stock 548661107 1,589 38 2.45 174 21.68 0.0590
2019-01-16 2018-12-31 13F LOWES COS INC COM Stock 548661107 1,551 167 12.07 143 -9.49 0.0554
2018-10-30 2018-09-30 13F LOWES COS INC COM Stock 548661107 1,384 0 0.00 158 14.49 0.0572
2018-07-17 2018-06-30 13F LOWES COS INC COM Stock 548661107 1,384 93 7.20 138 23.21 0.0524
2018-04-12 2018-03-31 13F LOWES COS INC COM Stock 548661107 1,291 0 0.00 112 -5.88 0.0445
2018-02-09 2017-12-31 13F LOWES COS INC COM Stock 548661107 1,291 1,291 119 0.0488
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.