Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMatrix Asset Advisors Inc/ny
Latest Disclosed Ownership65,069 shares
Latest Disclosed Value $ 15,374,498
Matrix Asset Advisors Inc/ny reports 0.05% increase in ownership of LOW / Lowe's Companies, Inc.

On April 22, 2026 - Matrix Asset Advisors Inc/ny filed a 13F-HR form disclosing ownership of 65,069 shares of Lowe's Companies, Inc. (MX:LOW) valued at $15,374,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 65,036 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.05% 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.

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)
2026-04-22 2026-03-31 13F LOWES COS COM 548661107 65,069 33 0.05 15,374 -1.98 1.4102
2026-01-16 2025-12-31 13F LOWES COS COM 548661107 65,036 4,411 7.28 15,684 2.95 1.4096
2025-10-14 2025-09-30 13F LOWES COS COM 548661107 60,625 349 0.58 15,236 13.92 1.4132
2025-08-13 2025-06-30 13F/A-1 LOWES COS COM 548661107 60,276 21,206 54.28 13,373 46.76 1.3531
2025-07-25 2025-06-30 13F LOWES COS COM 548661107 60,276 21,206 13,373 1.3531
2025-04-22 2025-03-31 13F LOWES COS COM 548661107 39,070 24,689 171.68 9,112 156.75 1.0054
2025-01-22 2024-12-31 13F LOWES COS COM 548661107 14,381 -9 -0.06 3,549 -8.93 0.3876
2024-10-10 2024-09-30 13F LOWES COS COM 548661107 14,390 3,345 30.29 3,898 60.04 0.4335
2024-07-15 2024-06-30 13F LOWES COS COM 548661107 11,045 11,045 2,435 0.2908
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.