Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionM. Kulyk & Associates, LLC
Latest Disclosed Ownership2,681 shares
Latest Disclosed Value $ 633,467
M. Kulyk & Associates, LLC reports 0.79% increase in ownership of LOW / Lowe's Companies, Inc.

On May 6, 2026 - M. Kulyk & Associates, LLC filed a 13F-HR form disclosing ownership of 2,681 shares of Lowe's Companies, Inc. (MX:LOW) valued at $633,467 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 2,660 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)
2026-05-06 2026-03-31 13F LOWES COS COM 548661107 2,681 21 0.79 633 -1.25 0.1182
2026-01-08 2025-12-31 13F LOWES COS COM 548661107 2,660 4 0.15 641 -3.90 0.1226
2025-11-10 2025-09-30 13F LOWES COS COM 548661107 2,656 0 0.00 667 13.24 0.1356
2025-08-07 2025-06-30 13F LOWES COS COM 548661107 2,656 0 0.00 589 -4.85 0.1280
2025-05-06 2025-03-31 13F LOWES COS COM 548661107 2,656 240 9.93 619 3.86 0.1417
2025-02-07 2024-12-31 13F LOWES COS COM 548661107 2,416 9 0.37 596 -8.45 0.1290
2024-11-07 2024-09-30 13F LOWES COS COM 548661107 2,407 0 0.00 652 22.83 0.1311
2024-08-05 2024-06-30 13F LOWES COS COM 548661107 2,407 0 0.00 531 -13.54 0.1233
2024-05-09 2024-03-31 13F LOWES COS COM 548661107 2,407 0 0.00 613 14.58 0.1422
2024-02-13 2023-12-31 13F/A-1 LOWES COS COM 548661107 2,407 -12 -0.50 536 6.57 0.1248
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 2,407 -12 536 0.1248
2023-11-07 2023-09-30 13F LOWES COS COM 548661107 2,419 -92 -3.66 503 -11.31 0.1396
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 2,511 0 0.00 567 12.75 0.1582
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 2,511 0 0.00 502 0.40 0.1522
2023-02-08 2022-12-31 13F LOWES COS COM 548661107 2,511 -12 -0.48 500 5.49 0.1671
2022-11-07 2022-09-30 13F LOWES COS COM 548661107 2,523 0 0.00 474 7.48 0.1648
2022-08-05 2022-06-30 13F LOWES COS COM 548661107 2,523 636 33.70 441 15.45 0.1372
2022-05-11 2022-03-31 13F LOWES COS COM 548661107 1,887 638 51.08 382 18.27 0.1043
2022-01-20 2021-12-31 13F LOWES COS COM 548661107 1,249 1,249 323 0.0836
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.