Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMontag A & Associates Inc
Latest Disclosed Ownership18,074 shares
Latest Disclosed Value $ 4,270,528
Montag A & Associates Inc reports 2.85% increase in ownership of LOW / Lowe's Companies, Inc.

On April 29, 2026 - Montag A & Associates Inc filed a 13F-HR form disclosing ownership of 18,074 shares of Lowe's Companies, Inc. (MX:LOW) valued at $4,270,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 17,574 shares of Lowe's Companies, Inc.. This represents a change in shares of 2.85% 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)
2026-04-29 2026-03-31 13F LOWES COS COM 548661107 18,074 500 2.85 4,271 0.76 0.1983
2026-02-02 2025-12-31 13F LOWES COS COM 548661107 17,574 -1,000 -5.38 4,238 -9.19 0.1934
2025-11-12 2025-09-30 13F LOWES COS COM 548661107 18,574 -129 -0.69 4,668 12.48 0.2147
2025-08-07 2025-06-30 13F LOWES COS COM 548661107 18,703 -2,431 -11.50 4,150 -15.82 0.2021
2025-05-05 2025-03-31 13F LOWES COS COM 548661107 21,134 -226 -1.06 4,929 -6.49 0.2465
2025-01-30 2024-12-31 13F LOWES COS COM 548661107 21,360 538 2.58 5,272 -6.53 0.2502
2024-11-05 2024-09-30 13F LOWES COS COM 548661107 20,822 398 1.95 5,640 25.26 0.2664
2024-07-31 2024-06-30 13F LOWES COS COM 548661107 20,424 415 2.07 4,503 -11.66 0.2272
2024-05-07 2024-03-31 13F LOWES COS COM 548661107 20,009 9,887 97.68 5,097 126.29 0.2548
2024-02-07 2023-12-31 13F LOWES COS COM 548661107 10,122 308 3.14 2,253 10.45 0.1256
2023-11-09 2023-09-30 13F LOWES COS COM 548661107 9,814 249 2.60 2,040 -5.51 0.1288
2023-08-09 2023-06-30 13F LOWES COS COM 548661107 9,565 5 0.05 2,159 12.93 0.1329
2023-05-11 2023-03-31 13F LOWES COS COM 548661107 9,560 467 5.14 1,912 5.52 0.1250
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 9,093 473 5.49 1,812 11.86 0.1213
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 8,620 -174 -1.98 1,619 5.40 0.1121
2022-08-10 2022-06-30 13F LOWES COS COM 548661107 8,794 583 7.10 1,536 -7.47 0.0994
2022-05-02 2022-03-31 13F LOWES COS COM 548661107 8,211 0 0.00 1,660 -21.77 0.0881
2022-02-09 2021-12-31 13F LOWES COS COM 548661107 8,211 325 4.12 2,122 32.63 0.1046
2021-11-08 2021-09-30 13F LOWES COS COM 548661107 7,886 0 0.00 1,600 4.58 0.0859
2021-08-03 2021-06-30 13F LOWES COS COM 548661107 7,886 0 0.00 1,530 2.00 0.0812
2021-05-14 2021-03-31 13F LOWES COS COM 548661107 7,886 -1,000 -11.25 1,500 5.19 0.0845
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 8,886 3,450 63.47 1,426 58.09 0.0876
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 5,436 0 0.00 902 22.72 0.0728
2020-08-04 2020-06-30 13F LOWES COS COM 548661107 5,436 -660 -10.83 735 40.00 0.0643
2020-05-06 2020-03-31 13F LOWES COS COM 548661107 6,096 -200 -3.18 525 -30.37 0.0524
2020-02-05 2019-12-31 13F LOWES COS COM 548661107 6,296 -26 -0.41 754 8.49 0.0603
2019-11-04 2019-09-30 13F LOWES COS COM 548661107 6,322 -24 -0.38 695 8.59 0.0605
2019-08-06 2019-06-30 13F LOWES COS COM 548661107 6,346 0 0.00 640 -7.91 0.0571
2019-05-01 2019-03-31 13F LOWES COS COM 548661107 6,346 -250 -3.79 695 14.12 0.0644
2019-02-06 2018-12-31 13F LOWES COS COM 548661107 6,596 500 8.20 609 -13.00 0.0655
2018-11-07 2018-09-30 13F LOWES COS COM 548661107 6,096 -2,410 -28.33 700 -13.90 0.0613
2018-08-08 2018-06-30 13F/A-1 LOWES COS COM 548661107 8,506 -30,783 -78.35 813 -76.42 0.0835
2018-08-01 2018-06-30 13F LOWES COS COM 548661107 8,623 -30,666 824
2018-05-07 2018-03-31 13F LOWES COS COM 548661107 39,289 35,096 837.01 3,448 784.10 0.3550
2018-02-09 2017-12-31 13F LOWES COS COM 548661107 4,193 -200 -4.55 390 11.11 0.0377
2017-11-06 2017-09-30 13F LOWES COS COM 548661107 4,393 1 0.02 351 2.93 0.0377
2017-08-04 2017-06-30 13F LOWES COS COM 548661107 4,392 0 0.00 341 -5.54 0.0382
2017-05-02 2017-03-31 13F LOWES COS COM 548661107 4,392 -635 -12.63 361 0.84 0.0404
2017-02-03 2016-12-31 13F LOWES COS COM 548661107 5,027 0 0.00 358 -1.38 0.0423
2016-11-07 2016-09-30 13F LOWES COS COM 548661107 5,027 -488 -8.85 363 -16.93 0.0462
2016-08-02 2016-06-30 13F LOWES COS COM 548661107 5,515 0 0.00 437 4.55 0.0577
2016-05-05 2016-03-31 13F LOWES COS COM 548661107 5,515 -315 -5.40 418 -5.64 0.0588
2016-02-11 2015-12-31 13F LOWES COS COM 548661107 5,830 -18,875 -76.40 443 -73.99 0.0649
2015-11-06 2015-09-30 13F LOWES COS COM 548661107 24,705 19,075 338.81 1,703 351.72 0.2662
2015-08-17 2015-06-30 13F LOWES COS COM 548661107 5,630 -500 -8.16 377 -17.32 0.0549
2015-05-12 2015-03-31 13F LOWES COS COM 548661107 6,130 6,130 0.00 456 0.0660
2015-02-04 2014-12-31 13F LOWES COS COM 548661107 0 -5,127 -100.00 0 -100.00
2014-11-04 2014-09-30 13F LOWES COS COM 548661107 5,127 -1,060 -17.13 271 -8.75 0.0447
2014-08-06 2014-06-30 13F LOWES COS COM 548661107 6,187 1,107 21.79 297 19.76 0.0484
2014-05-06 2014-03-31 13F LOWES COS COM 548661107 5,080 -10,400 -67.18 248 -67.67 0.0419
2014-03-05 2013-12-31 13F LOWES COS COM 548661107 15,480 800 5.45 767 9.73 0.1318
2013-11-07 2013-09-30 13F LOWES COS COM 548661107 14,680 -200 -1.34 699 14.78 0.1304
2013-07-24 2013-06-30 13F LOWES COS COM 548661107 14,880 14,880 609 0.1244
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.