Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionLive Oak Private Wealth LLC
Latest Disclosed Ownership65,395 shares
Latest Disclosed Value $ 15,451,472
Live Oak Private Wealth LLC reports 1.05% increase in ownership of LOW / Lowe's Companies, Inc.

On April 20, 2026 - Live Oak Private Wealth LLC filed a 13F-HR form disclosing ownership of 65,395 shares of Lowe's Companies, Inc. (MX:LOW) valued at $15,451,472 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 64,717 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.05% 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 65,395 678 1.05 15,451 -1.00 2.1541
2026-01-23 2025-12-31 13F LOWES COS COM 548661107 64,717 2,277 3.65 15,607 -0.54 2.1258
2025-10-17 2025-09-30 13F LOWES COS COM 548661107 62,440 851 1.38 15,692 14.83 2.1849
2025-08-04 2025-06-30 13F LOWES COS COM 548661107 61,589 383 0.63 13,665 -4.27 2.0382
2025-04-22 2025-03-31 13F LOWES COS COM 548661107 61,206 348 0.57 14,275 -4.96 2.3130
2025-01-28 2024-12-31 13F LOWES COS COM 548661107 60,858 -1,233 -1.99 15,020 -10.69 2.5239
2024-10-22 2024-09-30 13F LOWES COS COM 548661107 62,091 9,634 18.37 16,817 45.43 2.7282
2024-07-17 2024-06-30 13F LOWES COS COM 548661107 52,457 411 0.79 11,565 -12.77 1.9886
2024-04-23 2024-03-31 13F LOWES COS COM 548661107 52,046 9,094 21.17 13,258 38.69 2.2951
2024-01-29 2023-12-31 13F LOWES COS COM 548661107 42,952 3,415 8.64 9,559 16.33 1.7965
2023-10-23 2023-09-30 13F LOWES COS COM 548661107 39,537 466 1.19 8,217 -6.82 1.7492
2023-08-07 2023-06-30 13F LOWES COS COM 548661107 39,071 2,205 5.98 8,818 19.61 1.7552
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 36,866 915 2.55 7,372 2.93 1.5241
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 35,951 321 0.90 7,163 7.02 1.4817
2022-10-25 2022-09-30 13F LOWES COS COM 548661107 35,630 837 2.41 6,692 10.12 1.5017
2022-07-27 2022-06-30 13F LOWES COS COM 548661107 34,793 5,743 19.77 6,077 3.46 1.2792
2022-04-21 2022-03-31 13F LOWES COS COM 548661107 29,050 1,575 5.73 5,874 -17.29 1.1367
2022-02-08 2021-12-31 13F LOWES COS COM 548661107 27,475 -203 -0.73 7,102 26.48 1.3287
2021-10-29 2021-09-30 13F LOWES COS COM 548661107 27,678 1,095 4.12 5,615 8.90 1.1400
2021-08-02 2021-06-30 13F LOWES COS COM 548661107 26,583 661 2.55 5,156 4.58 1.1381
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 25,922 2,169 9.13 4,930 29.29 1.2099
2021-01-26 2020-12-31 13F LOWES COS COM 548661107 23,753 12,456 110.26 3,813 103.47 1.0688
2020-11-09 2020-09-30 13F LOWES COS COM 548661107 11,297 343 3.13 1,874 26.62 0.6441
2020-08-03 2020-06-30 13F LOWES COS COM 548661107 10,954 2,227 25.52 1,480 97.07 0.5372
2020-05-11 2020-03-31 13F LOWES COS COM 548661107 8,727 1,404 19.17 751 -14.37 0.7702
2020-02-13 2019-12-31 13F LOWES COS COM 548661107 7,323 7,323 877 0.8528
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.