Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionPinnacle Wealth Management Advisory Group, LLC
Latest Disclosed Ownership8,896 shares
Latest Disclosed Value $ 2,101,878
Pinnacle Wealth Management Advisory Group, LLC reports 3.25% increase in ownership of LOW / Lowe's Companies, Inc.

On April 21, 2026 - Pinnacle Wealth Management Advisory Group, LLC filed a 13F-HR form disclosing ownership of 8,896 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,101,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,616 shares of Lowe's Companies, Inc.. This represents a change in shares of 3.25% 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)
2026-04-21 2026-03-31 13F Lowes Companies COM 548661107 8,896 280 3.25 2,102 1.16 0.1436
2026-02-02 2025-12-31 13F Lowe's Companies COM 548661107 8,616 47 0.55 2,078 -3.53 0.1430
2025-10-20 2025-09-30 13F Lowe's Companies COM 548661107 8,569 548 6.83 2,153 21.02 0.1616
2025-08-07 2025-06-30 13F Lowe's Companies COM 548661107 8,021 1,356 20.35 1,780 14.48 0.1477
2025-05-07 2025-03-31 13F Lowe's Companies COM 548661107 6,665 -240 -3.48 1,554 -8.80 0.1450
2025-01-31 2024-12-31 13F Lowe's Companies COM 548661107 6,905 490 7.64 1,704 -1.90 0.1593
2024-10-16 2024-09-30 13F Lowe's Companies COM 548661107 6,415 153 2.44 1,737 25.87 0.1660
2024-07-25 2024-06-30 13F Lowe's Companies COM 548661107 6,262 61 0.98 1,380 -12.60 0.1425
2024-05-01 2024-03-31 13F Lowe's Companies COM 548661107 6,201 9 0.15 1,579 14.59 0.1695
2024-02-07 2023-12-31 13F Lowe's Companies COM 548661107 6,192 -799 -11.43 1,378 -5.16 0.1614
2023-10-25 2023-09-30 13F Lowe's Companies COM 548661107 6,991 -127 -1.78 1,453 -9.53 0.1883
2023-08-02 2023-06-30 13F Lowe's Companies COM 548661107 7,118 96 1.37 1,607 14.39 0.1998
2023-05-04 2023-03-31 13F Lowe's Companies COM 548661107 7,022 104 1.50 1,404 1.89 0.1897
2023-02-07 2022-12-31 13F Lowe's Companies COM 548661107 6,918 85 1.24 1,378 7.40 0.2072
2022-11-10 2022-09-30 13F Lowe's Companies COM 548661107 6,833 1,288 23.23 1,283 32.40 0.2133
2022-08-01 2022-06-30 13F Lowe's Companies COM 548661107 5,545 39 0.71 969 -12.94 0.1563
2022-05-05 2022-03-31 13F Lowe's Companies COM 548661107 5,506 -80 -1.43 1,113 -22.92 0.1604
2022-01-20 2021-12-31 13F Lowe's Companies COM 548661107 5,586 325 6.18 1,444 35.33 0.2361
2021-10-29 2021-09-30 13F Lowe's Companies COM 548661107 5,261 -15 -0.28 1,067 4.30 0.2495
2021-08-10 2021-06-30 13F Lowe's Companies COM 548661107 5,276 203 4.00 1,023 6.01 0.2397
2021-05-13 2021-03-31 13F Lowe's Companies COM 548661107 5,073 -105 -2.03 965 16.13 0.2711
2021-02-03 2020-12-31 13F Lowe's Companies COM 548661107 5,178 -200 -3.72 831 -6.84 0.2532
2020-10-29 2020-09-30 13F Lowe's Companies COM 548661107 5,378 -5 -0.09 892 22.70 0.3104
2020-08-11 2020-06-30 13F Lowes Companies COM 548661107 5,383 223 4.32 727 63.74 0.2699
2020-05-08 2020-03-31 13F Lowes Companies COM 548661107 5,160 5,160 444 0.2155
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.