Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionPrivate Trust Co Na
Latest Disclosed Ownership6,783 shares
Latest Disclosed Value $ 1,602,628
Private Trust Co Na reports 3.70% increase in ownership of LOW / Lowe's Companies, Inc.

On April 30, 2026 - Private Trust Co Na filed a 13F-HR form disclosing ownership of 6,783 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,602,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,541 shares of Lowe's Companies, Inc.. This represents a change in shares of 3.70% 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)
2026-04-30 2026-03-31 13F Lowe's Cos. Com 548661107 6,783 242 3.70 1,603 1.59 0.1431
2026-01-26 2025-12-31 13F Lowe's Cos. Com 548661107 6,541 47 0.72 1,577 -3.31 0.1382
2025-10-15 2025-09-30 13F Lowe's Cos. Com 548661107 6,494 40 0.62 1,632 13.98 0.1439
2025-07-29 2025-06-30 13F Lowe's Cos. Com 548661107 6,454 -1,109 -14.66 1,432 -18.83 0.1363
2025-04-28 2025-03-31 13F Lowe's Cos. Com 548661107 7,563 -95 -1.24 1,764 -6.67 0.1815
2025-02-05 2024-12-31 13F Lowe's Cos. Com 548661107 7,658 -1,484 -16.23 1,890 -23.71 0.1940
2024-11-13 2024-09-30 13F Lowe's Cos. Com 548661107 9,142 -884 -8.82 2,476 12.04 0.2495
2024-07-23 2024-06-30 13F Lowe's Cos. Com 548661107 10,026 -3,511 -25.94 2,210 -35.90 0.2380
2024-04-24 2024-03-31 13F Lowe's Cos. Com 548661107 13,537 314 2.37 3,448 17.20 0.3725
2024-01-24 2023-12-31 13F Lowe's Cos. Com 548661107 13,223 -549 -3.99 2,943 2.80 0.3457
2023-10-18 2023-09-30 13F Lowe's Cos. Com 548661107 13,772 -1,286 -8.54 2,862 -15.77 0.3776
2023-07-28 2023-06-30 13F Lowe's Cos. Com 548661107 15,058 -496 -3.19 3,399 9.26 0.4286
2023-04-12 2023-03-31 13F Lowe's Cos. Com 548661107 15,554 -1,048 -6.31 3,110 103,566.67 0.4240
2023-01-18 2022-12-31 13F Lowe's Cos. Com 548661107 16,602 -281 -1.66 3 -99.91 0.4909
2022-10-17 2022-09-30 13F Lowe's Cos. Com 548661107 16,883 57 0.34 3,171 7.89 0.5151
2022-09-16 2022-06-30 13F/A-1 Lowe's Cos. Com 548661107 16,826 -8,413 -33.33 2,939 -42.41 0.4564
2022-07-13 2022-06-30 13F Lowe's Cos. Equities 548661107 25,239 0 5,103 0.7970
2022-04-12 2022-03-31 13F Lowe's Cos. Equities 548661107 25,239 129 0.51 5,103 -21.37 0.7970
2022-01-10 2021-12-31 13F Lowe's Cos. Equities 548661107 25,110 -1,911 -7.07 6,490 18.41 0.8960
2021-10-06 2021-09-30 13F Lowe's Cos. Equities 548661107 27,021 -778 -2.80 5,481 1.65 0.7978
2021-07-07 2021-06-30 13F Lowe's Cos. Equities 548661107 27,799 -897 -3.13 5,392 -1.19 0.8169
2021-04-06 2021-03-31 13F Lowe's Cos. Equities 548661107 28,696 -922 -3.11 5,457 14.81 0.8863
2021-01-05 2020-12-31 13F Lowe's Cos. Equities 548661107 29,618 926 3.23 4,753 -0.11 0.8006
2020-10-01 2020-09-30 13F Lowe's Cos. Equities 548661107 28,692 105 0.37 4,758 22.63 0.9179
2020-07-07 2020-06-30 13F Lowe's Cos. Equities 548661107 28,587 157 0.55 3,880 58.63 0.8135
2020-04-07 2020-03-31 13F Lowe's Cos. Equities 548661107 28,430 255 0.91 2,446 -27.50 0.6330
2020-01-02 2019-12-31 13F Lowe's Cos. Equities 548661107 28,175 -1,018 -3.49 3,374 5.11 0.6260
2019-10-01 2019-09-30 13F Lowe's Cos. Equities 548661107 29,193 392 1.36 3,210 10.46 0.6328
2019-07-02 2019-06-30 13F Lowe's Cos. Equities 548661107 28,801 684 2.43 2,906 -5.56 0.5860
2019-04-02 2019-03-31 13F Lowe's Cos. Equities 548661107 28,117 -10,905 -27.95 3,077 -14.62 0.6401
2019-01-03 2018-12-31 13F Lowe's Cos. Equities 548661107 39,022 584 1.52 3,604 -18.33 0.8559
2018-10-09 2018-09-30 13F Lowe's Cos. Equities 548661107 38,438 -862 -2.19 4,413 17.52 0.9004
2018-07-03 2018-06-30 13F Lowe's Cos. Equities 548661107 39,300 -3,598 -8.39 3,755 -0.24 0.8140
2018-04-03 2018-03-31 13F Lowe's Cos. Equities 548661107 42,898 1,460 3.52 3,764 -2.26 0.8227
2018-01-16 2017-12-31 13F Lowe's Cos. Equities 548661107 41,438 267 0.65 3,851 17.02 0.8149
2017-10-12 2017-09-30 13F Lowe's Cos. Equities 548661107 41,171 -4,293 -9.44 3,291 -6.61 0.7163
2017-07-11 2017-06-30 13F Lowe's Cos. Equities 548661107 45,464 13,236 41.07 3,524 33.03 0.7685
2017-04-13 2017-03-31 13F Lowe's Cos. Equities 548661107 32,228 -4,360 -11.92 2,649 1.81 0.6123
2017-01-17 2016-12-31 13F Lowe's Cos. Equities 548661107 36,588 -330 -0.89 2,602 -2.36 0.6229
2016-10-13 2016-09-30 13F Lowe's Cos. Equities 548661107 36,918 -1,531 -3.98 2,665 -12.45 0.6495
2016-07-19 2016-06-30 13F Lowe's Cos. Equities 548661107 38,449 -165 -0.43 3,044 4.07 0.7918
2016-04-18 2016-03-31 13F Lowe's Cos. Equities 548661107 38,614 316 0.83 2,925 0.48 0.7923
2016-01-19 2015-12-31 13F Lowe's Cos. Equities 548661107 38,298 14,817 63.10 2,911 80.02 0.8291
2015-10-27 2015-09-30 13F Lowe's Cos. Equities 548661107 23,481 -342 -1.44 1,617 1.44 0.4844
2015-07-10 2015-06-30 13F Lowe's Cos. Equities 548661107 23,823 1,911 8.72 1,594 -2.15 0.4569
2015-04-09 2015-03-31 13F Lowe's Cos. Equities 548661107 21,912 21,912 0.00 1,629 0.4665
2015-01-28 2014-12-31 13F Lowe's Cos. Com 548661107 0 -19,278 -100.00 0 -100.00
2014-10-09 2014-09-30 13F Lowe's Cos. Com 548661107 19,278 -160 -0.82 1,020 9.32 0.3463
2014-07-22 2014-06-30 13F Lowe's Cos. Com 548661107 19,438 1,166 6.38 933 4.36 0.3038
2014-04-07 2014-03-31 13F Lowe's Cos. Com 548661107 18,272 -10 -0.05 894 -1.32 0.3371
2014-01-08 2013-12-31 13F Lowe's Cos. Com 548661107 18,282 6,819 59.49 906 65.93 0.3644
2013-10-07 2013-09-30 13F Lowe's Cos. Com 548661107 11,463 -467 -3.91 546 11.89 0.2470
2013-08-01 2013-06-30 13F Lowe's Cos. Com 548661107 11,930 0 0.00 488 0.00 0.2241
2013-07-26 2013-03-31 13F Lowe's Cos. Com 548661107 11,930 11,930 488 0.2241
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.