Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionOak Associates Ltd /oh/
Latest Disclosed Ownership105,217 shares
Latest Disclosed Value $ 24,860,673
Oak Associates Ltd /oh/ reports 0.15% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Oak Associates Ltd /oh/ filed a 13F-HR form disclosing ownership of 105,217 shares of Lowe's Companies, Inc. (MX:LOW) valued at $24,860,673 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 105,377 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.15% 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)
2026-05-14 2026-03-31 13F Lowes Companies COM 548661107 105,217 -160 -0.15 24,861 -2.17 1.6728
2026-02-12 2025-12-31 13F Lowes Companies COM 548661107 105,377 1,051 1.01 25,413 97,638.46 1.5275
2025-11-12 2025-09-30 13F Lowes Companies COM 548661107 104,326 -2,378 -2.23 26 -99.89 1.6005
2025-08-12 2025-06-30 13F Lowes Companies COM 548661107 106,704 3,252 3.14 23,674 -1.88 1.5463
2025-05-14 2025-03-31 13F Lowes Companies COM 548661107 103,452 -388 -0.37 24,128 -5.85 1.8097
2025-02-13 2024-12-31 13F Lowes Companies COM 548661107 103,840 2 0.00 25,628 -8.88 1.7676
2024-11-12 2024-09-30 13F Lowes Companies COM 548661107 103,838 -1,686 -1.60 28,124 20.90 1.8914
2024-08-08 2024-06-30 13F Lowes Companies COM 548661107 105,524 -487 -0.46 23,264 -13.85 1.5430
2024-05-10 2024-03-31 13F Lowes Companies COM 548661107 106,011 3 0.00 27,004 14.46 1.8716
2024-02-14 2023-12-31 13F Lowes Companies COM 548661107 106,008 -774 -0.72 23,592 6.30 1.7841
2023-11-13 2023-09-30 13F Lowes Companies COM 548661107 106,782 -1,003 -0.93 22,194 -8.77 1.8468
2023-08-11 2023-06-30 13F Lowes Companies COM 548661107 107,785 -21,352 -16.53 24,327 -5.79 1.9453
2023-05-11 2023-03-31 13F Lowes Companies COM 548661107 129,137 3 0.00 25,823 0.37 2.1235
2023-02-09 2022-12-31 13F Lowes Companies COM 548661107 129,134 -5,334 -3.97 25,729 1.88 2.1584
2022-11-09 2022-09-30 13F Lowes Companies COM 548661107 134,468 -10,751 -7.40 25,254 -0.44 2.1429
2022-08-12 2022-06-30 13F Lowes Companies COM 548661107 145,219 -9,896 -6.38 25,365 -19.12 1.9830
2022-05-12 2022-03-31 13F Lowes Companies COM 548661107 155,115 -12,494 -7.45 31,363 -27.61 1.9140
2022-02-10 2021-12-31 13F Lowes Companies COM 548661107 167,609 -10,833 -6.07 43,324 19.68 2.3074
2021-11-12 2021-09-30 13F Lowes Companies COM 548661107 178,442 -317 -0.18 36,199 4.40 2.0608
2021-08-09 2021-06-30 13F Lowes Companies COM 548661107 178,759 -1,252 -0.70 34,674 1.28 1.9627
2021-05-13 2021-03-31 13F Lowes Companies COM 548661107 180,011 -3,533 -1.92 34,235 16.20 2.0250
2021-02-12 2020-12-31 13F Lowes Companies COM 548661107 183,544 521 0.28 29,461 -2.95 1.7807
2020-11-13 2020-09-30 13F Lowes Companies COM 548661107 183,023 -4,245 -2.27 30,356 19.97 2.0281
2020-08-11 2020-06-30 13F Lowes Companies COM 548661107 187,268 -3,657 -1.92 25,304 54.02 1.6989
2020-05-15 2020-03-31 13F Lowes Companies COM 548661107 190,925 -4,351 -2.23 16,429 -29.75 1.3475
2020-02-13 2019-12-31 13F Lowes Companies COM 548661107 195,276 -6,458 -3.20 23,386 5.42 1.3775
2019-11-12 2019-09-30 13F Lowes Companies COM 548661107 201,734 -1,821 -0.89 22,183 7.99 1.3682
2019-08-09 2019-06-30 13F Lowes Companies COM 548661107 203,555 161 0.08 20,541 -7.75 1.2805
2019-05-09 2019-03-31 13F Lowes Companies COM 548661107 203,394 17,715 9.54 22,266 29.84 1.3604
2019-02-07 2018-12-31 13F Lowes Companies COM 548661107 185,679 28,724 18.30 17,149 -4.84 1.2088
2018-11-13 2018-09-30 13F Lowes Companies COM 548661107 156,955 20,210 14.78 18,022 37.90 1.1022
2018-08-14 2018-06-30 13F Lowes Companies COM 548661107 136,745 1,396 1.03 13,069 10.04 0.8748
2018-05-14 2018-03-31 13F Lowes Companies COM 548661107 135,349 -6 -0.00 11,877 -5.59 0.8284
2018-02-08 2017-12-31 13F Lowes Companies COM 548661107 135,355 135,355 12,580 0.8920
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.