Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership1,107 shares
Latest Disclosed Value $ 249,330
Mark Sheptoff Financial Planning, Llc ownership in LOW / Lowe's Companies, Inc.

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 1,107 shares of Lowe's Companies, Inc. (MX:LOW) valued at $249,330 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,107 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F LOWES COMPANIES COM 548661107 1,107 0 0.00 249 -6.39 0.1320
2026-02-12 2025-12-31 13F LOWES COS COM 548661107 1,107 0 0.00 267 -4.32 0.1272
2025-11-13 2025-09-30 13F LOWES COS OM 548661107 1,107 0 0.00 278 13.47 0.1331
2025-08-06 2025-06-30 13F LOWES COS COM 548661107 1,107 0 0.00 246 -5.04 0.1309
2025-05-13 2025-03-31 13F LOWES COS COM 548661107 1,107 0 0.00 258 -5.49 0.1423
2025-02-12 2024-12-31 13F LOWES COS COM 548661107 1,107 0 0.00 273 -8.70 0.1466
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 1,107 -513 -31.67 300 -16.25 0.1593
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 1,620 -20 -1.22 357 -14.39 0.1996
2024-05-10 2024-03-31 13F LOWES COS COM 548661107 1,640 0 0.00 418 14.56 0.2316
2024-02-09 2023-12-31 13F LOWES COS COM 548661107 1,640 0 0.00 365 7.06 0.2199
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 1,640 840 105.00 341 88.89 0.2188
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 800 -100 -11.11 181 0.56 0.1030
2023-05-11 2023-03-31 13F LOWES COS COM 548661107 900 0 0.00 180 0.00 0.1045
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 900 19 2.16 179 8.48 0.1052
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 881 -200 -18.50 165 -12.70 0.1005
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 1,081 0 0.00 189 -13.70 0.1086
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 1,081 0 0.00 219 -21.51 0.1102
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 1,081 19 1.79 279 29.77 0.1332
2021-11-10 2021-09-30 13F LOWES COS COM 548661107 1,062 0 0.00 215 4.37 0.1183
2021-08-12 2021-06-30 13F LOWES COS COM 548661107 1,062 0 0.00 206 1.98 0.1104
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 1,062 0 0.00 202 18.82 0.1159
2021-02-11 2020-12-31 13F LOWES COS COM 548661107 1,062 -100 -8.61 170 -11.92 0.0967
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 1,162 300 34.80 193 66.38 0.1188
2020-08-10 2020-06-30 13F LOWES COS COM 548661107 862 0 0.00 116 56.76 0.0752
2020-05-07 2020-03-31 13F LOWES COS COM 548661107 862 -75 -8.00 74 -33.93 0.0559
2020-02-10 2019-12-31 13F LOWES COS COM 548661107 937 0 0.00 112 8.74 0.0705
2019-11-12 2019-09-30 13F LOWES COS COM 548661107 937 0 0.00 103 8.42 0.0695
2019-08-12 2019-06-30 13F LOWES COS COM 548661107 937 0 0.00 95 -7.77 0.0649
2019-05-10 2019-03-31 13F LOWES COS COM 548661107 937 0 0.00 103 18.39 0.0742
2019-02-11 2018-12-31 13F LOWES COS COM 548661107 937 -100 -9.64 87 -26.89 0.0723
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 1,037 0 0.00 119 20.20 0.0816
2018-08-09 2018-06-30 13F LOWES COS COM 548661107 1,037 0 0.00 99 8.79 0.0732
2018-05-08 2018-03-31 13F LOWES COS COM 548661107 1,037 0 0.00 91 -5.21 0.0631
2018-02-09 2017-12-31 13F LOWES COS COM 548661107 1,037 0 0.00 96 15.66 0.0624
2017-11-09 2017-09-30 13F LOWES COS COM 548661107 1,037 0 0.00 83 3.75 0.0557
2017-08-08 2017-06-30 13F LOWES COS COM 548661107 1,037 -1 -0.10 80 -5.88 0.0549
2017-05-08 2017-03-31 13F LOWES COS COM 548661107 1,038 1 0.10 85 14.86 0.0606
2017-02-07 2016-12-31 13F LOWES COS COM 548661107 1,037 0 0.00 74 -1.33 0.0549
2016-11-07 2016-09-30 13F LOWES COS COM 548661107 1,037 0 0.00 75 -8.54 0.0558
2016-08-09 2016-06-30 13F LOWES COS COM 548661107 1,037 62 6.36 82 10.81 0.0613
2016-05-09 2016-03-31 13F LOWES COS COM 548661107 975 -500 -33.90 74 -33.93 0.0602
2016-02-09 2015-12-31 13F LOWES COS COM 548661107 1,475 0 0.00 112 9.80 0.0908
2015-11-12 2015-09-30 13F LOWES COS COM 548661107 1,475 -290 -16.43 102 -13.56 0.0894
2015-08-05 2015-06-30 13F LOWES COS COM 548661107 1,765 -10 -0.56 118 -10.61 0.0954
2015-05-12 2015-03-31 13F LOWES COS COM 548661107 1,775 0 0.00 132 8.20 0.1101
2015-02-09 2014-12-31 13F LOWES COS COM 548661107 1,775 0 0.00 122 29.79 0.1079
2014-11-12 2014-09-30 13F LOWES COS COM 548661107 1,775 -300 -14.46 94 -6.00 0.0831
2014-08-13 2014-06-30 13F LOWES COS COM 548661107 2,075 0 0.00 100 -0.99 0.0855
2014-05-09 2014-03-31 13F LOWES COS COM 548661107 2,075 2,075 101 0.0894
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.