Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionProVise Management Group, LLC
Latest Disclosed Ownership9,081 shares
Latest Disclosed Value $ 2,145,635
ProVise Management Group, LLC reports 160.72% increase in ownership of LOW / Lowe's Companies, Inc.

On May 6, 2026 - ProVise Management Group, LLC filed a 13F-HR form disclosing ownership of 9,081 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,145,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,483 shares of Lowe's Companies, Inc.. This represents a change in shares of 160.72% 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)
2026-05-06 2026-03-31 13F LOWES COS COM 548661107 9,081 5,598 160.72 2,146 155.36 0.1543
2026-01-29 2025-12-31 13F LOWES COS COM 548661107 3,483 190 5.77 840 1.57 0.0598
2025-11-13 2025-09-30 13F LOWES COS COM 548661107 3,293 1 0.03 828 13.29 0.0610
2025-08-08 2025-06-30 13F LOWES COS COM 548661107 3,292 0 0.00 730 -4.82 0.0577
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 3,292 -36 -1.08 768 -6.58 0.0651
2025-02-11 2024-12-31 13F LOWES COS COM 548661107 3,328 -598 -15.23 821 -22.77 0.0704
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 3,926 1 0.03 1,063 22.89 0.0842
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 3,925 -258 -6.17 865 -18.78 0.0737
2024-05-09 2024-03-31 13F LOWES COS COM 548661107 4,183 -155 -3.57 1,066 10.36 0.0923
2024-02-09 2023-12-31 13F LOWES COS COM 548661107 4,338 -199 -4.39 965 2.33 0.0818
2023-11-08 2023-09-30 13F LOWES COS COM 548661107 4,537 -25 -0.55 943 -8.36 0.0877
2023-08-24 2023-06-30 13F/A-1 LOWES COS COM 548661107 4,562 1 0.02 1,030 12.83 0.0933
2023-08-03 2023-06-30 13F LOWES COS COM 548661107 4,561 0 912 0.0862
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 4,561 -18 -0.39 912 0.00 0.0872
2023-02-10 2022-12-31 13F LOWES COS COM 548661107 4,579 -14 -0.30 912 5.68 0.0924
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 4,593 -252 -5.20 863 2.01 0.0964
2022-08-08 2022-06-30 13F LOWES COS COM 548661107 4,845 -1,754 -26.58 846 -36.58 0.0902
2022-04-27 2022-03-31 13F LOWES COS COM 548661107 6,599 -33,453 -83.52 1,334 -87.11 0.1259
2022-01-18 2021-12-31 13F LOWES COS COM 548661107 40,052 -1,981 -4.71 10,352 21.40 0.9379
2021-10-20 2021-09-30 13F LOWES COS COM 548661107 42,033 3,855 10.10 8,527 15.15 0.8435
2021-08-06 2021-06-30 13F LOWES COS COM 548661107 38,178 -213 -0.55 7,405 1.42 0.7554
2021-04-22 2021-03-31 13F LOWES COS COM 548661107 38,391 529 1.40 7,301 20.14 0.7868
2021-01-19 2020-12-31 13F LOWES COS COM 548661107 37,862 -831 -2.15 6,077 -5.31 0.7016
2020-10-26 2020-09-30 13F LOWES COS COM 548661107 38,693 -8,997 -18.87 6,418 -0.40 0.8586
2020-08-07 2020-06-30 13F LOWES COS COM 548661107 47,690 -2,211 -4.43 6,444 50.07 0.9250
2020-05-07 2020-03-31 13F LOWES COS COM 548661107 49,901 -3,957 -7.35 4,294 -33.43 0.7200
2020-02-11 2019-12-31 13F LOWES COS COM 548661107 53,858 -858 -1.57 6,450 7.20 0.7936
2019-11-13 2019-09-30 13F LOWES COS COM 548661107 54,716 -1,916 -3.38 6,017 5.28 0.7978
2019-08-09 2019-06-30 13F LOWES COS COM 548661107 56,632 27 0.05 5,715 -7.78 0.7652
2019-05-13 2019-03-31 13F LOWES COS COM 548661107 56,605 -1,148 -1.99 6,197 15.85 0.8698
2019-02-13 2018-12-31 13F LOWES COS COM 548661107 57,753 -3,583 -5.84 5,349 -24.05 0.8455
2018-11-05 2018-09-30 13F LOWES COS COM 548661107 61,336 -650 -1.05 7,043 -66.01 0.9270
2018-08-13 2018-06-30 13F LOWES COS COM 548661107 61,986 -1,835 -2.88 20,723 270.05 1.5609
2018-05-09 2018-03-31 13F LOWES COS COM 548661107 63,821 -1,405 -2.15 5,600 -7.62 0.8249
2018-02-07 2017-12-31 13F LOWES COS COM 548661107 65,226 5,771 9.71 6,062 27.57 0.8697
2017-11-08 2017-09-30 13F LOWES COS COM 548661107 59,455 8,904 17.61 4,752 21.26 0.6896
2017-08-07 2017-06-30 13F LOWES COS COM 548661107 50,551 3,507 7.45 3,919 1.34 0.5947
2017-05-10 2017-03-31 13F LOWES COS COM 548661107 47,044 3,750 8.66 3,867 25.59 0.6208
2017-02-08 2016-12-31 13F LOWES COS COM 548661107 43,294 599 1.40 3,079 -0.13 0.5236
2016-11-07 2016-09-30 13F LOWES COS COM 548661107 42,695 4,121 10.68 3,083 0.95 0.5344
2016-08-02 2016-06-30 13F LOWES COS COM 548661107 38,574 1,646 4.46 3,054 9.19 0.5619
2016-05-11 2016-03-31 13F LOWES COS COM 548661107 36,928 5,190 16.35 2,797 15.91 0.5746
2016-02-05 2015-12-31 13F LOWES COS COM 548661107 31,738 100 0.32 2,413 10.69 0.5066
2015-11-06 2015-09-30 13F LOWES COS COM 548661107 31,638 6,986 28.34 2,180 32.04 0.5056
2015-08-11 2015-06-30 13F LOWES COS COM 548661107 24,652 -405 -1.62 1,651 -11.43 0.3515
2015-05-08 2015-03-31 13F LOWES COS COM 548661107 25,057 -701 -2.72 1,864 5.19 0.3945
2015-02-17 2014-12-31 13F/A-1 LOWES COS COM 548661107 25,758 -3,285 -11.31 1,772 15.29 0.3801
2015-02-11 2014-12-31 13F LOWES COS COM 548661107 25,758 -3,285 1,772 0.3810
2014-11-10 2014-09-30 13F LOWES COS COM 548661107 29,043 -1,637 -5.34 1,537 4.42 0.3337
2014-08-01 2014-06-30 13F LOWES COS COM 548661107 30,680 187 0.61 1,472 -1.27 0.3194
2014-05-08 2014-03-31 13F LOWES COS COM 548661107 30,493 -700 -2.24 1,491 -3.50 0.3611
2014-02-07 2013-12-31 13F LOWES COS COM 548661107 31,193 -3,387 -9.79 1,545 -6.14 0.3988
2013-11-12 2013-09-30 13F LOWES COS COM 548661107 34,580 955 2.84 1,646 19.71 0.4663
2013-08-08 2013-06-30 13F LOWES COS COM 548661107 33,625 33,625 1,375 0.4059
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.