Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionOxford Financial Group Ltd
Latest Disclosed Ownership4,207 shares
Latest Disclosed Value $ 993,978
Oxford Financial Group Ltd reports 66.02% increase in ownership of LOW / Lowe's Companies, Inc.

On May 6, 2026 - Oxford Financial Group Ltd filed a 13F-HR form disclosing ownership of 4,207 shares of Lowe's Companies, Inc. (MX:LOW) valued at $993,978 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,534 shares of Lowe's Companies, Inc.. This represents a change in shares of 66.02% 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)
2026-05-06 2026-03-31 13F LOWES COS COM 548661107 4,207 1,673 66.02 994 62.52 0.0535
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 2,534 27 1.08 611 -3.02 0.0336
2025-11-13 2025-09-30 13F LOWES COS COM 548661107 2,507 106 4.41 630 18.42 0.0356
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 2,401 -37 -1.52 533 -6.34 0.0317
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 2,438 30 1.25 569 -4.38 0.0399
2025-02-11 2024-12-31 13F LOWES COS COM 548661107 2,408 -257 -9.64 594 -17.61 0.0385
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 2,665 -122 -4.38 722 17.43 0.0458
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 2,787 286 11.44 614 -3.61 0.0405
2024-05-13 2024-03-31 13F LOWES COS COM 548661107 2,501 -59 -2.30 637 11.95 0.0442
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 2,560 144 5.96 570 13.35 0.0418
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 2,416 -530 -17.99 502 -24.40 0.0434
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 2,946 190 6.89 665 20.51 0.0632
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 2,756 35 1.29 551 1.66 0.0618
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 2,721 268 10.93 542 17.57 0.0631
2022-11-02 2022-09-30 13F LOWES COS COM 548661107 2,453 -56 -2.23 461 5.25 0.0694
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 2,509 44 1.78 438 -12.05 0.0646
2022-05-13 2022-03-31 13F LOWES COS COM 548661107 2,465 0 0.00 498 -21.82 0.0632
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 2,465 -245 -9.04 637 15.82 0.0716
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 2,710 30 1.12 550 5.77 0.0701
2021-08-03 2021-06-30 13F LOWES COS COM 548661107 2,680 0 0.00 520 1.96 0.0697
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 2,680 -32 -1.18 510 17.24 0.0707
2021-02-10 2020-12-31 13F LOWES COS COM 548661107 2,712 0 0.00 435 -3.33 0.0630
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 2,712 780 40.37 450 72.41 0.0726
2020-08-05 2020-06-30 13F LOWES COS COM 548661107 1,932 1,932 261 0.0443
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.