Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMagnus Financial Group LLC
Latest Disclosed Ownership2,350 shares
Latest Disclosed Value $ 555,149
Magnus Financial Group LLC reports 5.74% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 10, 2026 - Magnus Financial Group LLC filed a 13F-HR form disclosing ownership of 2,350 shares of Lowe's Companies, Inc. (MX:LOW) valued at $555,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,493 shares of Lowe's Companies, Inc.. This represents a change in shares of -5.74% 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)
2026-04-10 2026-03-31 13F LOWES COS COM 548661107 2,350 -143 -5.74 555 -7.65 0.0451
2026-01-07 2025-12-31 13F LOWES COS COM 548661107 2,493 170 7.32 601 3.09 0.0459
2025-10-28 2025-09-30 13F LOWES COS COM 548661107 2,323 183 8.55 584 23.00 0.0461
2025-07-16 2025-06-30 13F LOWES COS COM 548661107 2,140 -40 -1.83 475 -6.69 0.0416
2025-04-11 2025-03-31 13F LOWES COS COM 548661107 2,180 4 0.18 508 -5.40 0.0492
2025-01-17 2024-12-31 13F LOWES COS COM 548661107 2,176 4 0.18 537 -8.67 0.0518
2024-10-15 2024-09-30 13F LOWES COS COM 548661107 2,172 4 0.18 588 23.01 0.0598
2024-08-02 2024-06-30 13F LOWES COS COM 548661107 2,168 4 0.18 478 -13.25 0.0537
2024-05-03 2024-03-31 13F LOWES COS COM 548661107 2,164 -37 -1.68 551 12.68 0.0654
2024-02-05 2023-12-31 13F LOWES COS COM 548661107 2,201 46 2.13 490 9.40 0.0642
2023-10-10 2023-09-30 13F LOWES COS COM 548661107 2,155 -40 -1.82 448 -9.70 0.0653
2023-07-19 2023-06-30 13F LOWES COS COM 548661107 2,195 151 7.39 495 21.32 0.0705
2023-05-10 2023-03-31 13F LOWES COS COM 548661107 2,044 97 4.98 409 5.43 0.0622
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 1,947 -44 -2.21 388 3.48 0.0631
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 1,991 -23 -1.14 374 6.25 0.0714
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 2,014 157 8.45 352 -6.13 0.0647
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 1,857 47 2.60 375 -19.87 0.0626
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 1,810 2 0.11 468 27.52 0.0889
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 1,808 3 0.17 367 4.86 0.0777
2021-08-06 2021-06-30 13F LOWES COS COM 548661107 1,805 -102 -5.35 350 -3.58 0.0763
2021-05-05 2021-03-31 13F LOWES COS COM 548661107 1,907 -1,551 -44.85 363 -34.59 0.0877
2021-02-05 2020-12-31 13F LOWES COS COM 548661107 3,458 123 3.69 555 0.36 0.0551
2020-11-05 2020-09-30 13F LOWES COS COM 548661107 3,335 -567 -14.53 553 4.93 0.0644
2020-08-11 2020-06-30 13F LOWES COS COM 548661107 3,902 -53 -1.34 527 55.00 0.0584
2020-05-11 2020-03-31 13F LOWES COS COM 548661107 3,955 94 2.43 340 -26.41 0.0464
2020-01-28 2019-12-31 13F LOWES COS COM 548661107 3,861 -1,253 -24.50 462 -17.79 0.0661
2019-11-08 2019-09-30 13F LOWES COS COM 548661107 5,114 4 0.08 562 8.91 0.1054
2019-08-05 2019-06-30 13F LOWES COS COM 548661107 5,110 3 0.06 516 -7.69 0.0994
2019-05-09 2019-03-31 13F LOWES COS COM 548661107 5,107 1,425 38.70 559 64.41 0.1138
2019-02-13 2018-12-31 13F LOWES COS COM 548661107 3,682 3,682 340 0.0903
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.