Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionRFG Advisory, LLC
Latest Disclosed Ownership6,827 shares
Latest Disclosed Value $ 1,613,168
RFG Advisory, LLC reports 6.03% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 17, 2026 - RFG Advisory, LLC filed a 13F-HR form disclosing ownership of 6,827 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,613,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,265 shares of Lowe's Companies, Inc.. This represents a change in shares of -6.03% 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)
2026-04-17 2026-03-31 13F LOWES COS COM 548661107 6,827 -438 -6.03 1,613 -7.93 0.0296
2026-02-03 2025-12-31 13F LOWES COS COM 548661107 7,265 -1,966 -21.30 1,752 -24.45 0.0330
2025-11-06 2025-09-30 13F LOWES COS COM 548661107 9,231 -301 -3.16 2,320 9.70 0.0480
2025-07-28 2025-06-30 13F LOWES COS COM 548661107 9,532 -397 -4.00 2,115 -8.68 0.0497
2025-04-09 2025-03-31 13F LOWES COS COM 548661107 9,929 140 1.43 2,316 -4.18 0.0626
2025-01-21 2024-12-31 13F LOWES COS COM 548661107 9,789 -41 -0.42 2,416 -9.24 0.0683
2024-10-17 2024-09-30 13F LOWES COS COM 548661107 9,830 -1,185 -10.76 2,663 9.64 0.0811
2024-07-15 2024-06-30 13F LOWES COS COM 548661107 11,015 703 6.82 2,428 -7.54 0.0791
2024-04-11 2024-03-31 13F LOWES COS COM 548661107 10,312 -130 -1.24 2,627 13.04 0.0894
2024-01-25 2023-12-31 13F LOWES COS COM 548661107 10,442 -315 -2.93 2,324 3.94 0.0906
2023-10-16 2023-09-30 13F LOWES COS COM 548661107 10,757 572 5.62 2,236 -2.74 0.0999
2023-08-03 2023-06-30 13F LOWES COS COM 548661107 10,185 -131 -1.27 2,299 11.45 0.1021
2023-05-09 2023-03-31 13F LOWES COS COM 548661107 10,316 205 2.03 2,063 -5.54 0.1010
2023-02-15 2022-12-31 13F LOWES COS COM 548661107 10,111 -75 -0.74 2,184 13.76 0.1102
2022-11-10 2022-09-30 13F LOWES COS COM 548661107 10,186 260 2.62 1,919 -2.88 0.1092
2022-08-09 2022-06-30 13F LOWES COS COM 548661107 9,926 1,435 16.90 1,976 15.08 0.1143
2022-05-11 2022-03-31 13F LOWES COS COM 548661107 8,491 -547 -6.05 1,717 -26.50 0.1095
2022-02-02 2021-12-31 13F LOWES COS COM 548661107 9,038 155 1.74 2,336 29.63 0.1605
2021-10-19 2021-09-30 13F LOWES COS COM 548661107 8,883 282 3.28 1,802 8.03 0.1482
2021-07-29 2021-06-30 13F LOWES COS COM 548661107 8,601 70 0.82 1,668 2.84 0.1484
2021-04-19 2021-03-31 13F LOWES COS COM 548661107 8,531 -384 -4.31 1,622 10.27 0.1767
2021-02-02 2020-12-31 13F LOWES COS COM 548661107 8,915 -195 -2.14 1,471 -2.65 0.1925
2020-10-13 2020-09-30 13F LOWES COS COM 548661107 9,110 147 1.64 1,511 24.77 0.2120
2020-08-03 2020-06-30 13F LOWES COS COM 548661107 8,963 470 5.53 1,211 65.66 0.1883
2020-04-17 2020-03-31 13F LOWES COS COM 548661107 8,493 -609 -6.69 731 -32.94 0.1373
2020-01-22 2019-12-31 13F LOWES COS COM 548661107 9,102 1,095 13.68 1,090 23.86 0.1855
2019-11-13 2019-09-30 13F LOWES COS COM 548661107 8,007 2,248 39.03 880 52.25 0.1751
2019-08-23 2019-06-30 13F/A-1 LOWES COS COM 548661107 5,759 494 9.38 578 0.52 0.1319
2019-04-25 2019-03-31 13F LOWES COS COM 548661107 5,265 1,001 23.48 575 45.94 0.1467
2019-02-14 2018-12-31 13F LOWES COS COM 548661107 4,264 -423 -9.02 394 -26.77 0.0968
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 4,687 784 20.09 538 44.24 0.1410
2018-07-24 2018-06-30 13F LOWES COS COM 548661107 3,903 1,381 54.76 373 68.78 0.1124
2018-05-10 2018-03-31 13F LOWES COS COM 548661107 2,522 2,522 221 0.0821
2017-11-02 2017-09-30 13F LOWES COS COM 548661107 0 -9,405 -100.00 0 -100.00
2017-08-14 2017-06-30 13F/A-1 LOWES COS COM 548661107 9,405 9,405 729 0.3760
2017-08-07 2017-06-30 13F LOWES COS COM 548661107 11,436 888
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.