Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership14,698 shares
Latest Disclosed Value $ 3,472,876
McKinley Carter Wealth Services, Inc. reports 0.86% increase in ownership of LOW / Lowe's Companies, Inc.

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 14,698 shares of Lowe's Companies, Inc. (MX:LOW) valued at $3,472,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 14,573 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.86% 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)
2026-04-20 2026-03-31 13F LOWES COS COM 548661107 14,698 125 0.86 3,473 -1.20 0.1933
2026-02-06 2025-12-31 13F LOWES COS COM 548661107 14,573 291 2.04 3,514 -2.09 0.1963
2025-11-04 2025-09-30 13F LOWES COS COM 548661107 14,282 517 3.76 3,589 17.52 0.1882
2025-07-24 2025-06-30 13F LOWES COS COM 548661107 13,765 311 2.31 3,054 -2.65 0.1695
2025-04-15 2025-03-31 13F LOWES COS COM 548661107 13,454 677 5.30 3,138 -0.51 0.1928
2025-01-23 2024-12-31 13F LOWES COS COM 548661107 12,777 -69 -0.54 3,153 -9.37 0.1929
2024-10-16 2024-09-30 13F LOWES COS COM 548661107 12,846 41 0.32 3,479 23.28 0.2101
2024-08-09 2024-06-30 13F LOWES COS COM 548661107 12,805 -68 -0.53 2,823 -13.94 0.1798
2024-04-26 2024-03-31 13F LOWES COS COM 548661107 12,873 82 0.64 3,279 15.21 0.2192
2024-02-07 2023-12-31 13F LOWES COS COM 548661107 12,791 143 1.13 2,847 8.30 0.2083
2023-10-13 2023-09-30 13F LOWES COS COM 548661107 12,648 -17 -0.13 2,629 -8.05 0.2091
2023-08-03 2023-06-30 13F LOWES COS COM 548661107 12,665 6 0.05 2,858 12.92 0.2145
2023-04-25 2023-03-31 13F LOWES COS COM 548661107 12,659 161 1.29 2,532 1.65 0.1979
2023-02-08 2022-12-31 13F LOWES COS COM 548661107 12,498 284 2.33 2,490 8.54 0.2110
2022-10-24 2022-09-30 13F LOWES COS COM 548661107 12,214 -419 -3.32 2,294 3.94 0.2134
2022-07-15 2022-06-30 13F LOWES COS COM 548661107 12,633 590 4.90 2,207 -9.36 0.1954
2022-04-27 2022-03-31 13F LOWES COS COM 548661107 12,043 172 1.45 2,435 -20.66 0.1905
2022-02-07 2021-12-31 13F LOWES COS COM 548661107 11,871 -254 -2.09 3,069 24.81 0.2289
2021-11-03 2021-09-30 13F LOWES COS COM 548661107 12,125 -28 -0.23 2,459 4.33 0.2016
2021-08-12 2021-06-30 13F LOWES COS COM 548661107 12,153 231 1.94 2,357 3.92 0.1950
2021-04-30 2021-03-31 13F LOWES COS COM 548661107 11,922 1,031 9.47 2,268 29.75 0.1939
2021-02-16 2020-12-31 13F/A-1 LOWES COS COM 548661107 10,891 -2,380 -17.93 1,748 -20.58 0.2291
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 10,882 -2,389 1,747 339,463.2323
2020-10-14 2020-09-30 13F LOWES COS COM 548661107 13,271 3 0.02 2,201 22.76 0.4947
2020-07-20 2020-06-30 13F LOWES COS COM 548661107 13,268 -248 -1.83 1,793 54.17 0.4394
2020-05-01 2020-03-31 13F LOWES COS COM 548661107 13,516 713 5.57 1,163 -24.14 0.3478
2020-01-23 2019-12-31 13F LOWES COS COM 548661107 12,803 374 3.01 1,533 12.14 0.3585
2019-11-14 2019-09-30 13F LOWES COS COM 548661107 12,429 674 5.73 1,367 15.26 0.3496
2019-08-02 2019-06-30 13F LOWES COS COM 548661107 11,755 -43 -0.36 1,186 -8.20 0.3194
2019-05-08 2019-03-31 13F LOWES COS COM 548661107 11,798 692 6.23 1,292 25.93 0.3626
2019-02-13 2018-12-31 13F LOWES COS COM 548661107 11,106 1,818 19.57 1,026 -3.75 0.3389
2018-11-06 2018-09-30 13F LOWES COS COM 548661107 9,288 665 7.71 1,066 29.37 0.3161
2018-12-07 2018-06-30 13F LOWES COS COM 548661107 8,623 704 8.89 824 18.56 0.2653
2018-05-17 2018-03-31 13F Lowe's Companies COM 548661107 7,919 774 10.83 695 4.67 0.2272
2018-01-31 2017-12-31 13F LOWES COS COM 548661107 7,145 1,689 30.96 664 52.29 0.2283
2017-10-31 2017-09-30 13F LOWES COS COM 548661107 5,456 5,456 436 0.1673
2016-11-07 2016-09-30 13F LOWES COS COM 548661107 0 -2,741 -100.00 0 -100.00
2016-08-01 2016-06-30 13F LOWES COS COM 548661107 2,741 71 2.66 217 7.43 0.1129
2016-05-13 2016-03-31 13F LOWES COS COM 548661107 2,670 2,670 0.00 202 0.1120
2016-02-02 2015-12-31 13F LOWES COS COM 548661107 0 0 0 0.0000
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.