Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership8,837 shares
Latest Disclosed Value $ 2,087,901
Naples Global Advisors, Llc reports 1.30% increase in ownership of LOW / Lowe's Companies, Inc.

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 8,837 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,087,901 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 8,724 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.30% 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 8,837 113 1.30 2,088 -0.76 0.1523
2026-02-04 2025-12-31 13F LOWES COS COM 548661107 8,724 115 1.34 2,104 -2.77 0.1572
2025-10-30 2025-09-30 13F LOWES COS COM 548661107 8,609 5 0.06 2,164 13.36 0.1685
2025-07-18 2025-06-30 13F LOWES COS COM 548661107 8,604 65 0.76 1,909 -4.17 0.1643
2025-04-10 2025-03-31 13F LOWES COS COM 548661107 8,539 -75 -0.87 1,992 -6.31 0.1892
2025-01-29 2024-12-31 13F LOWES COS COM 548661107 8,614 -49 -0.57 2,126 -9.42 0.1988
2024-10-24 2024-09-30 13F LOWES COS COM 548661107 8,663 210 2.48 2,346 25.93 0.2182
2024-07-18 2024-06-30 13F LOWES COS COM 548661107 8,453 40 0.48 1,864 -13.07 0.1870
2024-04-29 2024-03-31 13F LOWES COS COM 548661107 8,413 -123 -1.44 2,143 12.85 0.2194
2024-01-11 2023-12-31 13F LOWES COS COM 548661107 8,536 -82 -0.95 1,900 6.03 0.2089
2023-10-16 2023-09-30 13F LOWES COS COM 548661107 8,618 1,571 22.29 1,791 12.64 0.2171
2023-07-17 2023-06-30 13F LOWES COS COM 548661107 7,047 899 14.62 1,590 29.37 0.1866
2023-04-17 2023-03-31 13F LOWES COS COM 548661107 6,148 141 2.35 1,229 2.76 0.1533
2023-04-17 2022-12-31 13F/A-1 LOWES COS COM 548661107 6,007 243 4.22 1,197 10.54 0.1521
2023-01-20 2022-12-31 13F LOWES COS COM 548661107 6,007 243 1,197 0.0002
2022-10-20 2022-09-30 13F LOWES COS COM 548661107 5,764 571 11.00 1,082 19.29 0.1489
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 5,193 357 7.38 907 -7.26 0.1177
2022-04-28 2022-03-31 13F LOWES COS COM 548661107 4,836 205 4.43 978 -18.30 0.1129
2022-02-04 2021-12-31 13F LOWES COS COM 548661107 4,631 -54 -1.15 1,197 26.00 0.1387
2021-10-29 2021-09-30 13F/A-1 LOWES COS COM 548661107 4,685 576 14.02 950 19.20 0.1248
2021-10-25 2021-09-30 13F LOWES COS COM 548661107 4,685 576 950 0.1242
2021-08-06 2021-06-30 13F LOWES COS COM 548661107 4,109 0 0.00 797 2.05 0.1108
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 4,109 113 2.83 781 21.84 0.1187
2021-02-08 2020-12-31 13F LOWES COS COM 548661107 3,996 160 4.17 641 0.79 0.1084
2020-10-26 2020-09-30 13F LOWES COS COM 548661107 3,836 92 2.46 636 25.69 0.1240
2020-08-04 2020-06-30 13F LOWES COS COM 548661107 3,744 250 7.16 506 68.11 0.1090
2020-04-27 2020-03-31 13F LOWES COS COM 548661107 3,494 90 2.64 301 -26.23 0.0789
2020-02-05 2019-12-31 13F Lowes Companies COM 548661107 3,404 75 2.25 408 11.48 0.0857
2019-10-28 2019-09-30 13F Lowes Companies COM 548661107 3,329 225 7.25 366 16.93 0.0855
2019-07-10 2019-06-30 13F Lowes Companies COM 548661107 3,104 50 1.64 313 -6.29 0.0762
2019-04-29 2019-03-31 13F Lowes Companies COM 548661107 3,054 99 3.35 334 17.61 0.0854
2019-02-01 2018-12-31 13F Lowes Companies COM 548661107 2,955 250 9.24 284 -8.68 0.0808
2018-11-13 2018-09-30 13F/A-1 Lowes Companies COM 548661107 2,705 88 3.36 311 24.40 0.0825
2018-11-13 2018-09-30 13F Lowes Companies COM 548661107 2,617 0 250
2018-07-23 2018-06-30 13F Lowes Companies COM 548661107 2,617 2,617 250 0.0704
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.