Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionProcyon Private Wealth Partners, LLC
Latest Disclosed Ownership6,598 shares
Latest Disclosed Value $ 1,558,975
Procyon Private Wealth Partners, LLC reports 4.58% increase in ownership of LOW / Lowe's Companies, Inc.

On May 4, 2026 - Procyon Private Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 6,598 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,558,975 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,309 shares of Lowe's Companies, Inc.. This represents a change in shares of 4.58% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F LOWES COS COM 548661107 6,598 289 4.58 1,559 2.43 0.0764
2026-01-07 2025-12-31 13F LOWES COS COM 548661107 6,309 485 8.33 1,521 3.96 0.0751
2025-10-28 2025-09-30 13F LOWES COS COM 548661107 5,824 391 7.20 1,464 21.41 0.0867
2025-07-09 2025-06-30 13F LOWES COS COM 548661107 5,433 -2,838 -34.31 1,205 -37.50 0.1130
2025-04-11 2025-03-31 13F LOWES COS COM 548661107 8,271 -2,359 -22.19 1,929 -26.50 0.1166
2025-01-15 2024-12-31 13F LOWES COS COM 548661107 10,630 -4 -0.04 2,624 -8.80 0.1665
2024-10-11 2024-09-30 13F LOWES COS COM 548661107 10,634 -16 -0.15 2,877 22.54 0.1964
2024-08-02 2024-06-30 13F LOWES COS COM 548661107 10,650 -723 -6.36 2,348 -18.99 0.1739
2024-04-15 2024-03-31 13F LOWES COS COM 548661107 11,373 -140 -1.22 2,897 13.08 0.2244
2024-01-18 2023-12-31 13F LOWES COS COM 548661107 11,513 -2,470 -17.66 2,562 -11.84 0.2176
2023-10-10 2023-09-30 13F LOWES COS COM 548661107 13,983 4,175 42.57 2,906 31.31 0.2979
2023-07-17 2023-06-30 13F LOWES COS COM 548661107 9,808 593 6.44 2,214 20.14 0.2783
2023-04-10 2023-03-31 13F LOWES COS COM 548661107 9,215 24 0.26 1,843 0.60 0.3062
2023-01-19 2022-12-31 13F LOWES COS INC COM Stock 548661107 9,191 4,181 83.45 1,831 94.58 0.3353
2022-10-17 2022-09-30 13F LOWES COS COM 548661107 5,010 -217 -4.15 941 3.07 0.2298
2022-07-11 2022-06-30 13F LOWES COS INC COM Stock 548661107 5,227 10 0.19 913 -13.46 0.2009
2022-04-18 2022-03-31 13F LOWES COS INC COM Stock 548661107 5,217 1,243 31.28 1,055 2.73 0.2173
2022-01-18 2021-12-31 13F LOWES COS INC COM Stock 548661107 3,974 358 9.90 1,027 40.11 0.2189
2021-10-14 2021-09-30 13F LOWES COS INC COM Stock 548661107 3,616 37 1.03 733 5.62 0.1868
2021-07-22 2021-06-30 13F LOWES COS INC COM Stock 548661107 3,579 -316 -8.11 694 -6.34 0.1892
2021-04-29 2021-03-31 13F LOWES COS INC COM Stock 548661107 3,895 -1,912 -32.93 741 -20.49 0.3308
2021-01-19 2020-12-31 13F LOWES COS INC COM Stock 548661107 5,807 423 7.86 932 4.37 0.4548
2020-10-22 2020-09-30 13F LOWES COS INC COM Stock 548661107 5,384 -267 -4.72 893 16.88 0.4963
2020-08-14 2020-06-30 13F LOWES COS INC COM Stock 548661107 5,651 66 1.18 764 58.84 0.4058
2020-05-15 2020-03-31 13F LOWES COS INC COM Stock 548661107 5,585 1,217 27.86 481 -8.03 0.3203
2020-02-21 2019-12-31 13F LOWES COS INC COM Stock 548661107 4,368 4,368 523 0.3195
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.