Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionOld North State Trust, LLC
Latest Disclosed Ownership3,540 shares
Latest Disclosed Value $ 836
Old North State Trust, LLC reports 8.24% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 13, 2026 - Old North State Trust, LLC filed a 13F-HR form disclosing ownership of 3,540 shares of Lowe's Companies, Inc. (MX:LOW) valued at $836 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 24, 2026 disclosing 3,858 shares of Lowe's Companies, Inc..

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)
2026-05-13 2026-03-31 13F Lowe's Cos COM 548661107 3,540 -318 -8.24 1 0.4965
2026-03-24 2025-12-31 13F Lowe's Cos COM 548661107 3,858 2,327 151.99 1 0.5500
2025-11-20 2025-09-30 13F Lowe's Cos COM 548661107 1,531 293 23.67 0 0.2345
2025-08-18 2025-06-30 13F Lowe's Cos COM 548661107 1,238 125 11.23 0 0.1879
2025-06-23 2025-03-31 13F Lowe's Cos COM 548661107 1,113 0 0.00 0 0.1750
2025-03-10 2024-12-31 13F Lowe's Cos COM 548661107 1,113 -112 -9.14 0 0.1750
2024-11-29 2024-09-30 13F Lowe's Cos COM 548661107 1,225 153 14.27 0 0.2699
2024-08-19 2024-06-30 13F Lowe's Cos COM 548661107 1,072 0 0.00 0 0.2038
2024-05-15 2024-03-31 13F Lowe's Cos COM 548661107 1,072 -23 -2.10 0 0.2307
2023-11-15 2023-09-30 13F Lowe's Cos COM 548661107 1,095 0 0.00 0 0.1777
2023-08-22 2023-06-30 13F Lowe's Cos COM 548661107 1,095 -7 -0.64 0 0.1825
2023-05-24 2023-03-31 13F/A-1 Lowe's Cos COM 548661107 1,102 121 12.33 0 0.1523
2023-05-23 2023-03-31 13F Lowe's Cos COM 548661107 3,000 2,019 0 0.1528
2023-02-14 2022-12-31 13F Lowe's Cos COM 548661107 981 0 0.00 0 -100.00 0.1282
2022-11-08 2022-09-30 13F Lowe's Cos COM 548661107 981 981 184 0.1590
2022-05-02 2022-03-31 13F Lowe's Cos COM 548661107 0 -866 -100.00 0 -100.00
2022-01-25 2021-12-31 13F Lowe's Cos COM 548661107 866 -928 -51.73 224 -38.46 0.1608
2021-11-02 2021-09-30 13F Lowe's Cos COM 548661107 1,794 0 0.00 364 4.60 0.3245
2021-07-28 2021-06-30 13F Lowe's Cos COM 548661107 1,794 100 5.90 348 8.07 0.2629
2021-05-12 2021-03-31 13F Lowe's Cos COM 548661107 1,694 0 0.00 322 18.38 0.2546
2021-02-08 2020-12-31 13F Lowe's Cos COM 548661107 1,694 -246 -12.68 272 -15.53 0.2104
2020-10-13 2020-09-30 13F Lowe's Cos COM 548661107 1,940 0 0.00 322 22.90 0.2168
2020-07-10 2020-06-30 13F LOWES COS COM 548661107 1,940 1,940 262 0.1672
2020-05-15 2020-03-31 13F CIGNA CORP COM 548661107 0 -1,653 -100.00 0 -100.00
2020-02-21 2019-12-31 13F CIGNA CORP COM 548661107 1,653 -200 -10.79 198 -2.94 0.1068
2019-10-09 2019-09-30 13F LOWES COS COM 548661107 1,853 200 12.10 204 22.16 0.1383
2019-07-16 2019-06-30 13F LOWES COS COM 548661107 1,653 0 0.00 167 -7.22 0.1210
2019-04-10 2019-03-31 13F LOWES COS COM 548661107 1,653 0 0.00 180 18.42 0.1256
2019-02-08 2018-12-31 13F LOWES COS COM 548661107 1,653 -267 -13.91 152 -30.59 0.1553
2019-02-08 2018-09-30 13F LOWES COS COM 548661107 1,920 1,920 219 0.2068
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.