Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership3,003 shares
Latest Disclosed Value $ 709,549
Pinnacle Wealth Planning Services, Inc. reports 17.26% increase in ownership of LOW / Lowe's Companies, Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 3,003 shares of Lowe's Companies, Inc. (MX:LOW) valued at $709,549 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,561 shares of Lowe's Companies, Inc.. This represents a change in shares of 17.26% 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)
2026-05-11 2026-03-31 13F LOWES COS COM 548661107 3,003 442 17.26 710 14.91 0.0733
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 2,561 54 2.15 618 -2.06 0.0645
2025-11-13 2025-09-30 13F LOWES COMPANIES COM 548661107 2,507 -51 -1.99 630 11.11 0.0738
2025-08-11 2025-06-30 13F LOWES COMPANIES COM 548661107 2,558 -49 -1.88 568 -6.74 0.0746
2025-05-15 2025-03-31 13F LOWES COMPANIES COM 548661107 2,607 37 1.44 608 -4.10 0.0914
2025-02-27 2024-12-31 13F/A-1 LOWES COMPANIES COM 548661107 2,570 -1,733 -40.27 634 -45.58 0.0953
2025-02-06 2024-12-31 13F LOWES COMPANIES COM 548661107 2,570 -1,733 634 0.0886
2024-11-13 2024-09-30 13F LOWES COS INC COM Stock 548661107 4,303 -106 -2.40 1,165 19.86 0.1583
2024-08-09 2024-06-30 13F LOWES COS INC COM Stock 548661107 4,409 -26 -0.59 972 -13.91 0.1389
2024-05-10 2024-03-31 13F LOWES COS INC COM Stock 548661107 4,435 4 0.09 1,130 14.50 0.1655
2024-02-08 2023-12-31 13F LOWES COS INC COM Stock 548661107 4,431 -34 -0.76 986 6.25 0.1549
2023-11-08 2023-09-30 13F LOWES COS INC COM Stock 548661107 4,465 -2,510 -35.99 928 -41.04 0.1530
2023-08-07 2023-06-30 13F LOWES COS INC COM Stock 548661107 6,975 14 0.20 1,574 13.16 0.2542
2023-05-03 2023-03-31 13F LOWES COS INC COM Stock 548661107 6,961 2,609 59.95 1,392 60.44 0.2313
2023-02-13 2022-12-31 13F LOWES COS INC COM Stock 548661107 4,352 111 2.62 867 8.78 0.1541
2022-11-09 2022-09-30 13F LOWES COS INC COM Stock 548661107 4,241 -66 -1.53 797 5.98 0.1473
2022-08-03 2022-06-30 13F LOWES COS INC COM Stock 548661107 4,307 216 5.28 752 -9.07 0.1351
2022-04-20 2022-03-31 13F LOWES COS INC COM Stock 548661107 4,091 475 13.14 827 -11.55 0.1507
2022-01-21 2021-12-31 13F LOWES COS INC COM Stock 548661107 3,616 209 6.13 935 35.31 0.1827
2021-10-29 2021-09-30 13F LOWES COS INC COM Stock 548661107 3,407 29 0.86 691 5.50 0.1527
2021-08-02 2021-06-30 13F LOWES COS INC COM Stock 548661107 3,378 -188 -5.27 655 -3.39 0.1523
2021-04-29 2021-03-31 13F LOWES COS INC COM Stock 548661107 3,566 178 5.25 678 24.63 0.1739
2021-02-12 2020-12-31 13F LOWES COS INC COM Stock 548661107 3,388 16 0.47 544 -2.68 0.1300
2020-11-03 2020-09-30 13F LOWES COS INC COM Stock 548661107 3,372 -420 -11.08 559 8.97 0.1846
2020-07-27 2020-06-30 13F LOWES COS INC COM Stock 548661107 3,792 3,792 513 0.1666
2020-05-11 2020-03-31 13F LOWES COS INC COM Stock 548661107 0 -3,295 -100.00 0 -100.00
2020-02-07 2019-12-31 13F LOWES COS INC COM Stock 548661107 3,295 252 8.28 394 17.96 0.1853
2019-10-31 2019-09-30 13F LOWES COS INC COM Stock 548661107 3,043 801 35.73 334 47.79 0.1818
2019-08-06 2019-06-30 13F LOWES COS INC COM Stock 548661107 2,242 346 18.25 226 8.65 0.1364
2019-05-08 2019-03-31 13F LOWES COS INC COM Stock 548661107 1,896 -485 -20.37 208 -23.81 0.1396
2019-02-28 2018-09-30 13F LOWES COS INC COM Stock 548661107 2,381 -513 -17.73 273 -1.44 0.2496
2019-02-28 2018-06-30 13F LOWES COS INC COM Stock 548661107 2,894 211 7.86 277 17.87 0.2691
2019-02-28 2018-03-31 13F LOWES COS INC COM Stock 548661107 2,683 2,683 235 0.2417
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.