Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionPettyjohn, Wood & White, Inc
Latest Disclosed Ownership4,262 shares
Latest Disclosed Value $ 1,007,026
Pettyjohn, Wood & White, Inc ownership in LOW / Lowe's Companies, Inc.

On May 15, 2026 - Pettyjohn, Wood & White, Inc filed a 13F-HR form disclosing ownership of 4,262 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,007,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,262 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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 4,262 0 0.00 1,007 -1.95 0.1604
2026-02-11 2025-12-31 13F LOWES COS COM 548661107 4,262 296 7.46 1,028 3.11 0.1611
2025-11-13 2025-09-30 13F LOWES COS COM 548661107 3,966 0 0.00 997 13.31 0.1646
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 3,966 0 0.00 880 -4.87 0.1572
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 3,966 20 0.51 925 -5.04 0.1773
2025-02-05 2024-12-31 13F LOWES COS COM 548661107 3,946 -13 -0.33 974 -9.24 0.1785
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 3,959 -49 -1.22 1,072 21.40 0.1975
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 4,008 -121 -2.93 884 -15.98 0.1716
2024-05-08 2024-03-31 13F LOWES COS COM 548661107 4,129 0 0.00 1,052 14.49 0.2093
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 4,129 -516 -11.11 919 -4.87 0.1990
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 4,645 600 14.83 965 5.81 0.2279
2023-08-10 2023-06-30 13F LOWES COS COM 548661107 4,045 308 8.24 913 22.09 0.2101
2023-04-25 2023-03-31 13F LOWES COS COM 548661107 3,737 61 1.66 747 0.1827
2023-02-02 2022-12-31 13F LOWES COS COM 548661107 3,676 100 2.80 1 -100.00 0.1825
2022-10-28 2022-09-30 13F LOWES COS COM 548661107 3,576 0 0.00 672 7.52 0.1792
2022-08-08 2022-06-30 13F/A-1 LOWES COS COM 548661107 3,576 0 0.00 625 -13.55 0.1479
2022-08-08 2022-06-30 13F LOWES COS COM 548661107 3,576 0 625 0.1479
2022-04-22 2022-03-31 13F LOWES COS COM 548661107 3,576 -20 -0.56 723 -22.17 0.1545
2022-02-04 2021-12-31 13F LOWES COS COM 548661107 3,596 -300 -7.70 929 17.59 0.1915
2021-11-08 2021-09-30 13F LOWES COS COM 548661107 3,896 -50 -1.27 790 3.27 0.1755
2021-08-03 2021-06-30 13F LOWES COS COM 548661107 3,946 -132 -3.24 765 -1.42 0.1714
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 4,078 500 13.97 776 35.19 0.1841
2021-02-04 2020-12-31 13F LOWES COS COM 548661107 3,578 0 0.00 574 -3.20 0.1466
2020-10-26 2020-09-30 13F LOWES COS COM 548661107 3,578 353 10.95 593 36.01 0.1734
2020-08-04 2020-06-30 13F LOWES COS COM 548661107 3,225 0 0.00 436 56.83 0.1393
2020-04-20 2020-03-31 13F LOWES COMPANIES COM 548661107 3,225 100 3.20 278 -25.67 0.1037
2020-02-11 2019-12-31 13F LOWES COMPANIES COM 548661107 3,125 0 0.00 374 8.72 0.1076
2019-11-04 2019-09-30 13F LOWES COMPANIES COM 548661107 3,125 0 0.00 344 9.21 0.1045
2019-08-02 2019-06-30 13F LOWES COMPANIES COM 548661107 3,125 70 2.29 315 -5.69 0.0976
2019-04-26 2019-03-31 13F LOWES COMPANIES COM 548661107 3,055 275 9.89 334 29.96 0.1087
2019-02-08 2018-12-31 13F LOWES COMPANIES COM 548661107 2,780 0 0.00 257 -19.44 0.0942
2018-11-13 2018-09-30 13F LOWES COMPANIES COM 548661107 2,780 0 0.00 319 19.92 0.1038
2018-08-13 2018-06-30 13F LOWES COMPANIES COM 548661107 2,780 400 16.81 266 27.27 0.0929
2018-05-11 2018-03-31 13F LOWES COMPANIES COM 548661107 2,380 2,380 209 0.0757
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.