Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMiddleton & Co Inc/ma
Latest Disclosed Ownership7,552 shares
Latest Disclosed Value $ 1,784,387
Middleton & Co Inc/ma reports 2.26% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 8, 2026 - Middleton & Co Inc/ma filed a 13F-HR form disclosing ownership of 7,552 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,784,387 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 7,727 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.26% 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)
2026-05-08 2026-03-31 13F Lowes Cos COM 548661107 7,552 -175 -2.26 1,784 -4.24 0.2035
2026-01-29 2025-12-31 13F Lowes Cos COM 548661107 7,727 -130 -1.65 1,863 -5.62 0.1979
2025-10-29 2025-09-30 13F Lowes Cos COM 548661107 7,857 -1,045 -11.74 1,975 -0.05 0.2134
2025-08-06 2025-06-30 13F Lowes Cos COM 548661107 8,902 -1,265 -12.44 1,975 -16.70 0.2218
2025-05-09 2025-03-31 13F Lowes Cos COM 548661107 10,167 -614 -5.70 2,371 -10.86 0.2770
2025-02-05 2024-12-31 13F Lowes Cos COM 548661107 10,781 -655 -5.73 2,661 -14.11 0.2940
2024-10-23 2024-09-30 13F LOWES COS COM 548661107 11,436 -120 -1.04 3,097 21.59 0.3423
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 11,556 0 0.00 2,548 -13.46 0.2960
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 11,556 -95 -0.82 2,944 13.54 0.3395
2024-02-13 2023-12-31 13F LOWES COS COM 548661107 11,651 -115 -0.98 2,593 6.01 0.3234
2023-10-26 2023-09-30 13F LOWES COS COM 548661107 11,766 -163 -1.37 2,445 -9.18 0.3379
2023-07-28 2023-06-30 13F LOWES COS COM 548661107 11,929 230 1.97 2,692 15.09 0.3570
2023-04-28 2023-03-31 13F LOWES COS COM 548661107 11,699 41 0.35 2,339 0.73 0.3362
2023-02-09 2022-12-31 13F LOWES COS COM 548661107 11,658 -225 -1.89 2,323 4.03 0.3442
2022-11-02 2022-09-30 13F LOWES COS COM 548661107 11,883 -390 -3.18 2,232 4.10 0.3396
2022-07-21 2022-06-30 13F LOWES COS COM 548661107 12,273 -285 -2.27 2,144 -15.56 0.2747
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 12,558 -455 -3.50 2,539 -24.52 0.2710
2022-02-09 2021-12-31 13F LOWES COS COM 548661107 13,013 -100 -0.76 3,364 26.47 0.3277
2021-11-08 2021-09-30 13F LOWES COS COM 548661107 13,113 -1,096 -7.71 2,660 -3.48 0.2847
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 14,209 -3,210 -18.43 2,756 -16.81 0.2987
2021-05-06 2021-03-31 13F/A-1 LOWES COS COM 548661107 17,419 -250 -1.41 3,313 16.82 0.3733
2021-05-06 2021-03-31 13F LOWES COS COM 548661107 17,144 3,365 0.3521
2021-01-29 2020-12-31 13F LOWES COS COM 548661107 17,669 -25 -0.14 2,836 -3.37 0.3354
2020-10-30 2020-09-30 13F LOWES COS COM 548661107 17,694 -200 -1.12 2,935 21.38 0.3888
2020-07-28 2020-06-30 13F LOWES COS COM 548661107 17,894 -1,325 -6.89 2,418 46.19 0.3483
2020-04-22 2020-03-31 13F LOWES COS COM 548661107 19,219 -200 -1.03 1,654 -28.89 0.2893
2020-01-29 2019-12-31 13F LOWES COS COM 548661107 19,419 -2,125 -9.86 2,326 -1.82 0.3310
2019-10-21 2019-09-30 13F LOWES COS COM 548661107 21,544 -3,100 -12.58 2,369 -4.74 0.3652
2019-07-25 2019-06-30 13F LOWES COS COM 548661107 24,644 -1,554 -5.93 2,487 -13.28 0.3855
2019-04-25 2019-03-31 13F LOWES COS COM 548661107 26,198 -4,330 -14.18 2,868 1.70 0.4600
2019-02-01 2018-12-31 13F LOWES COS COM 548661107 30,528 -6,370 -17.26 2,820 -33.44 0.5187
2018-10-25 2018-09-30 13F LOWES COS COM 548661107 36,898 4,450 13.71 4,237 36.63 0.6610
2018-07-26 2018-06-30 13F LOWES COS COM 548661107 32,448 -2,047 -5.93 3,101 2.44 0.5307
2018-05-04 2018-03-31 13F LOWES COS COM 548661107 34,495 -9,488 -21.57 3,027 -25.95 0.5419
2018-01-25 2017-12-31 13F LOWES COS COM 548661107 43,983 -20,350 -31.63 4,088 -20.51 0.6860
2017-10-31 2017-09-30 13F LOWES COS COM 548661107 64,333 -61,716 -48.96 5,143 -47.38 0.9292
2017-07-18 2017-06-30 13F LOWES COS COM 548661107 126,049 -9,211 -6.81 9,773 -12.11 2.0816
2017-04-19 2017-03-31 13F LOWES COS COM 548661107 135,260 -8,613 -5.99 11,120 8.68 2.4383
2017-02-02 2016-12-31 13F LOWES COS COM 548661107 143,873 1,147 0.80 10,232 -0.72 2.3095
2016-10-27 2016-09-30 13F LOWES COS COM 548661107 142,726 -10,161 -6.65 10,306 -14.85 2.3091
2016-07-21 2016-06-30 13F LOWES COS COM 548661107 152,887 -1,414 -0.92 12,104 3.56 2.7824
2016-05-03 2016-03-31 13F LOWES COS COM 548661107 154,301 1,341 0.88 11,688 0.49 2.7096
2016-01-19 2015-12-31 13F LOWES COS COM 548661107 152,960 5,518 3.74 11,631 14.46 2.5947
2015-10-16 2015-09-30 13F LOWES COS COM 548661107 147,442 6,972 4.96 10,162 8.03 2.4098
2015-07-15 2015-06-30 13F LOWES COS COM 548661107 140,470 -7,370 -4.99 9,407 -14.47 2.0388
2015-04-17 2015-03-31 13F LOWES COS COM 548661107 147,840 677 0.46 10,998 8.62 2.4038
2015-01-23 2014-12-31 13F LOWES COS COM 548661107 147,163 161 0.11 10,125 30.16 2.2663
2014-10-21 2014-09-30 13F LOWES COS COM 548661107 147,002 -27,714 -15.86 7,779 -7.23 1.8274
2014-07-24 2014-06-30 13F LOWES COS COM 548661107 174,716 -1,532 -0.87 8,385 -2.71 1.9061
2014-04-22 2014-03-31 13F LOWES COS COM 548661107 176,248 16,100 10.05 8,619 8.62 2.0088
2014-02-06 2013-12-31 13F LOWES COS COM 548661107 160,148 17,925 12.60 7,935 17.19 2.0772
2013-10-23 2013-09-30 13F LOWES COS COM 548661107 142,223 19,631 16.01 6,771 35.04 1.7806
2013-07-31 2013-06-30 13F LOWES COS COM 548661107 122,592 122,592 5,014 1.4715
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.