Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionNalls Sherbakoff Group, Llc
Latest Disclosed Ownership453 shares
Latest Disclosed Value $ 109,213
Nalls Sherbakoff Group, Llc reports 35.22% increase in ownership of LOW / Lowe's Companies, Inc.

On March 12, 2026 - Nalls Sherbakoff Group, Llc filed a 13F-HR form disclosing ownership of 453 shares of Lowe's Companies, Inc. (MX:LOW) valued at $109,213 USD as of December 31, 2025. The entity filed a previous 13F-HR on March 12, 2026 disclosing 453 shares of Lowe's Companies, Inc.. This represents a change in shares of 35.22% 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)
2026-03-12 2025-12-31 13F LOWES COS INC COM Stock 548661107 453 118 35.22 109 47.30 0.0788
2026-03-12 2025-09-30 13F LOWES COS INC COM Stock 548661107 453 138 43.81 114 54.79 0.0768
2026-03-12 2025-06-30 13F LOWES COS INC COM Stock 548661107 453 138 43.81 100 36.99 0.0731
2026-03-12 2025-03-31 13F LOWES COS INC COM Stock 548661107 315 -20 -5.97 73 -1.35 0.0597
2024-04-09 2023-12-31 13F LOWES COS COM 548661107 335 -71 -17.49 75 -11.90 0.0663
2023-10-17 2023-09-30 13F LOWES COS COM 548661107 406 0 0.00 84 3.70 0.0821
2023-10-17 2023-06-30 13F LOWES COS COM 548661107 406 -5 -1.22 82 2.53 0.0802
2023-10-17 2023-03-31 13F LOWES COS COM 548661107 411 -563 -57.80 79 -12.22 0.0788
2019-02-15 2018-12-31 13F/A-1 LOWES COMPANIES COMMON STOCK 548661107 974 974 90 0.1439
2019-02-13 2018-12-31 13F LOWES COMPANIES COMMON STOCK 548661107 97 95
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.