Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionLRI Investments, LLC
Latest Disclosed Ownership3,029 shares
Latest Disclosed Value $ 715,697
LRI Investments, LLC reports 30.11% increase in ownership of LOW / Lowe's Companies, Inc.

On April 30, 2026 - LRI Investments, LLC filed a 13F-HR form disclosing ownership of 3,029 shares of Lowe's Companies, Inc. (MX:LOW) valued at $715,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,328 shares of Lowe's Companies, Inc.. This represents a change in shares of 30.11% 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)
2026-04-30 2026-03-31 13F LOWES COS INC COM Stock 548661107 3,029 701 30.11 716 27.45 0.0634
2026-02-04 2025-12-31 13F LOWES COS INC COM Stock 548661107 2,328 -8 -0.34 561 -4.27 0.0453
2025-11-03 2025-09-30 13F LOWES COS INC COM Stock 548661107 2,336 283 13.78 587 28.79 0.0480
2025-07-25 2025-06-30 13F LOWES COS INC COM Stock 548661107 2,053 0 0.00 456 -4.81 0.0387
2025-05-01 2025-03-31 13F LOWES COS INC COM Stock 548661107 2,053 -363 -15.02 479 -19.80 0.0463
2025-02-14 2024-12-31 13F LOWES COS INC COM Stock 548661107 2,416 107 4.63 596 -4.49 0.0574
2024-11-15 2024-09-30 13F LOWES COS INC COM Stock 548661107 2,309 444 23.81 624 51.82 0.0606
2024-07-24 2024-06-30 13F LOWES COS INC COM Stock 548661107 1,865 829 80.02 411 56.27 0.0468
2024-05-21 2024-03-31 13F/A-1 LOWES COS INC COM Stock 548661107 1,036 1,036 264 0.0666
2024-05-14 2024-03-31 13F LOWES COS INC COM Stock 548661107 2,008 2,008 468 0.0621
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.