Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMission Wealth Management, Lp
Latest Disclosed Ownership20,919 shares
Latest Disclosed Value $ 4,942,791
Mission Wealth Management, Lp reports 1.66% increase in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Mission Wealth Management, Lp filed a 13F-HR form disclosing ownership of 20,919 shares of Lowe's Companies, Inc. (MX:LOW) valued at $4,942,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 20,577 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.66% 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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 20,919 342 1.66 4,943 -0.40 0.1016
2026-02-05 2025-12-31 13F LOWES COS COM 548661107 20,577 -35 -0.17 4,962 -4.21 0.0990
2025-11-04 2025-09-30 13F LOWES COS COM 548661107 20,612 224 1.10 5,180 14.53 0.1029
2025-08-05 2025-06-30 13F LOWES COS COM 548661107 20,388 -12 -0.06 4,524 -4.92 0.0967
2025-04-17 2025-03-31 13F LOWES COS COM 548661107 20,400 1,219 6.36 4,758 0.51 0.1168
2025-02-06 2024-12-31 13F LOWES COS COM 548661107 19,181 259 1.37 4,734 -7.65 0.1104
2024-10-31 2024-09-30 13F LOWES COS COM 548661107 18,922 1,017 5.68 5,125 29.85 0.1240
2024-08-05 2024-06-30 13F LOWES COS COM 548661107 17,905 677 3.93 3,947 -10.05 0.1045
2024-04-30 2024-03-31 13F LOWES COS COM 548661107 17,228 1,083 6.71 4,388 22.13 0.1154
2024-02-05 2023-12-31 13F LOWES COS COM 548661107 16,145 -184 -1.13 3,593 5.89 0.1167
2023-10-24 2023-09-30 13F LOWES COS COM 548661107 16,329 27 0.17 3,394 -7.77 0.1264
2023-08-04 2023-06-30 13F LOWES COS COM 548661107 16,302 456 2.88 3,679 16.13 0.1390
2023-04-07 2023-03-31 13F LOWES COS COM 548661107 15,846 -107 -0.67 3,169 -0.31 0.1327
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 15,953 9,725 156.15 3,178 171.62 0.1520
2022-10-12 2022-09-30 13F LOWES COS COM 548661107 6,228 188 3.11 1,170 10.90 0.0619
2022-07-27 2022-06-30 13F LOWES COS COM 548661107 6,040 838 16.11 1,055 0.29 0.0554
2022-04-25 2022-03-31 13F LOWES COS COM 548661107 5,202 467 9.86 1,052 -14.05 0.0486
2022-02-11 2021-12-31 13F LOWES COS COM 548661107 4,735 -83 -1.72 1,224 25.28 0.0551
2021-11-05 2021-09-30 13F LOWES COS COM 548661107 4,818 -2,021 -29.55 977 -26.38 0.0497
2021-08-10 2021-06-30 13F LOWES COS COM 548661107 6,839 320 4.91 1,327 7.02 0.0703
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 6,519 -117 -1.76 1,240 16.43 0.0720
2021-01-19 2020-12-31 13F LOWES COS COM 548661107 6,636 874 15.17 1,065 11.40 0.0666
2020-10-16 2020-09-30 13F LOWES COS COM 548661107 5,762 -195 -3.27 956 18.76 0.0716
2020-08-03 2020-06-30 13F LOWES COS COM 548661107 5,957 356 6.36 805 67.01 0.0694
2020-04-27 2020-03-31 13F/A-1 LOWES COS COM 548661107 5,601 -764 -12.00 482 -36.75 0.0532
2020-04-10 2020-03-31 13F LOWES COS COM 548661107 5,601 -764 482 53,459.9217
2020-01-21 2019-12-31 13F LOWES COS COM 548661107 6,365 235 3.83 762 13.06 0.0733
2019-10-16 2019-09-30 13F LOWES COS COM 548661107 6,130 10 0.16 674 9.06 0.0720
2019-08-09 2019-06-30 13F LOWES COS COM 548661107 6,120 -483 -7.31 618 -14.52 0.0693
2019-05-14 2019-03-31 13F LOWES COS COM 548661107 6,603 415 6.71 723 26.40 0.0839
2019-02-07 2018-12-31 13F LOWES COS COM 548661107 6,188 350 6.00 572 -14.63 0.0746
2018-11-01 2018-09-30 13F LOWES COS COM 548661107 5,838 -96 -1.62 670 18.17 0.0882
2018-08-08 2018-06-30 13F LOWES COS COM 548661107 5,934 648 12.26 567 22.20 0.0837
2018-05-04 2018-03-31 13F LOWES COS COM 548661107 5,286 -100 -1.86 464 -7.39 0.0749
2018-02-09 2017-12-31 13F LOWES COS COM 548661107 5,386 850 18.74 501 38.02 0.0858
2017-11-13 2017-09-30 13F LOWES COS COM 548661107 4,536 -28 -0.61 363 2.54 0.0666
2017-08-11 2017-06-30 13F LOWES COS COM 548661107 4,564 339 8.02 354 2.02 0.0672
2017-05-11 2017-03-31 13F LOWES COS COM 548661107 4,225 -173 -3.93 347 10.86 0.0675
2017-01-27 2016-12-31 13F LOWES COS COM 548661107 4,398 647 17.25 313 15.50 0.0623
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 3,751 -222 -5.59 271 -13.97 0.0655
2016-08-03 2016-06-30 13F LOWES COS COM 548661107 3,973 -130 -3.17 315 1.29 0.0837
2016-04-15 2016-03-31 13F LOWES COS COM 548661107 4,103 0 0.00 311 -0.32 0.0837
2016-02-16 2015-12-31 13F LOWES COS COM 548661107 4,103 60 1.48 312 11.83 0.0879
2015-10-22 2015-09-30 13F LOWES COS COM 548661107 4,043 -646 -13.78 279 -20.06 0.0845
2015-08-11 2015-06-30 13F LOWES COS COM 548661107 4,689 4,689 349 0.1194
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.