Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionNorthcape Wealth Management, Llc
Latest Disclosed Ownership2,293 shares
Latest Disclosed Value $ 541,757
Northcape Wealth Management, Llc ownership in LOW / Lowe's Companies, Inc.

On May 1, 2026 - Northcape Wealth Management, Llc filed a 13F-HR form disclosing ownership of 2,293 shares of Lowe's Companies, Inc. (MX:LOW) valued at $541,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,293 shares of Lowe's Companies, Inc.. This represents a change in shares of 0.00% 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)
2026-05-01 2026-03-31 13F LOWES COS COM 548661107 2,293 0 0.00 542 -1.99 0.1477
2026-01-22 2025-12-31 13F LOWES COS COM 548661107 2,293 0 0.00 553 -4.17 0.1560
2025-11-04 2025-09-30 13F LOWES COS COM 548661107 2,293 4 0.17 576 13.61 0.1683
2025-08-05 2025-06-30 13F LOWES COS COM 548661107 2,289 22 0.97 508 -3.98 0.1548
2025-04-25 2025-03-31 13F LOWES COS COM 548661107 2,267 0 0.00 529 -5.55 0.1706
2025-01-31 2024-12-31 13F LOWES COS COM 548661107 2,267 -1 -0.04 559 -8.96 0.1807
2024-11-06 2024-09-30 13F LOWES COS COM 548661107 2,268 0 0.00 614 23.05 0.2012
2024-07-25 2024-06-30 13F LOWES COS COM 548661107 2,268 500 28.28 500 10.89 0.1802
2024-04-30 2024-03-31 13F LOWES COS COM 548661107 1,768 -500 -22.05 450 -10.71 0.1642
2024-02-05 2023-12-31 13F LOWES COS COM 548661107 2,268 0 0.00 505 7.01 0.1829
2023-11-06 2023-09-30 13F LOWES COS COM 548661107 2,268 -29 -1.26 471 -9.07 0.1805
2023-08-07 2023-06-30 13F LOWES COS COM 548661107 2,297 -6 -0.26 518 12.61 0.1871
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 2,303 2,303 461 0.1666
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 0 -3,114 -100.00 0 -100.00
2022-11-08 2022-09-30 13F LOWES COS COM 548661107 3,114 773 33.02 585 43.03 0.2083
2022-08-09 2022-06-30 13F LOWES COS COM 548661107 2,341 -630 -21.20 409 -31.95 0.1565
2022-04-18 2022-03-31 13F LOWES COS COM 548661107 2,971 702 30.94 601 2.56 0.1754
2022-02-09 2021-12-31 13F LOWES COS COM 548661107 2,269 2,269 586 0.1976
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.