Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership28,519 shares
Latest Disclosed Value $ 6,738,380
Rsm Us Wealth Management Llc reports 3.26% increase in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 28,519 shares of Lowe's Companies, Inc. (MX:LOW) valued at $6,738,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 27,618 shares of Lowe's Companies, Inc.. This represents a change in shares of 3.26% 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)
2026-05-12 2026-03-31 13F LOWES COS COM 548661107 28,519 901 3.26 6,738 0.33 0.0827
2026-01-23 2025-12-31 13F LOWES COS COM 548661107 27,618 146 0.53 6,716 -2.71 0.0856
2025-11-12 2025-09-30 13F LOWES COS COM 548661107 27,472 320 1.18 6,904 14.59 0.0900
2025-08-13 2025-06-30 13F LOWES COS COM 548661107 27,152 -1,464 -5.12 6,024 -9.74 0.0840
2025-05-06 2025-03-31 13F LOWES COS COM 548661107 28,616 -1,026 -3.46 6,674 -8.75 0.1036
2025-01-27 2024-12-31 13F LOWES COS COM 548661107 29,642 -1,812 -5.76 7,315 -14.71 0.1051
2024-11-07 2024-09-30 13F LOWES COS COM 548661107 31,454 652 2.12 8,576 30.00 0.1258
2024-08-07 2024-06-30 13F LOWES COS COM 548661107 30,802 16,512 115.55 6,596 81.26 0.1107
2024-05-02 2024-03-31 13F LOWES COS COM 548661107 14,290 332 2.38 3,640 17.16 0.0935
2024-02-05 2023-12-31 13F LOWES COS COM 548661107 13,958 4,163 42.50 3,106 52.63 0.0842
2023-11-08 2023-09-30 13F LOWES COS COM 548661107 9,795 -608 -5.84 2,036 -13.29 0.0721
2023-08-04 2023-06-30 13F LOWES COS COM 548661107 10,403 -1,667 -13.81 2,348 -2.74 0.0802
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 12,070 4,764 65.21 2,414 65.84 0.0852
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 7,306 -233 -3.09 1,456 2.75 0.0721
2022-10-21 2022-09-30 13F LOWES COS COM 548661107 7,539 4,473 145.89 1,416 164.18 0.0817
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 3,066 -646 -17.40 536 -28.53 0.0300
2022-05-02 2022-03-31 13F LOWES COS COM 548661107 3,712 -197 -5.04 750 -25.74 0.0380
2022-02-08 2021-12-31 13F LOWES COS COM 548661107 3,909 11 0.28 1,010 27.69 0.0493
2021-11-08 2021-09-30 13F LOWES COS COM 548661107 3,898 284 7.86 791 12.84 0.0423
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 3,614 1,646 83.64 701 87.43 0.0379
2021-04-29 2021-03-31 13F LOWES COS COM 548661107 1,968 -449 -18.58 374 -3.61 0.0239
2021-02-04 2020-12-31 13F LOWES COS COM 548661107 2,417 -396 -14.08 388 -16.92 0.0275
2020-11-03 2020-09-30 13F LOWES COS COM 548661107 2,813 -100 -3.43 467 18.53 0.0390
2020-08-14 2020-06-30 13F LOWES COS COM 548661107 2,913 334 12.95 394 77.48 0.0381
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 2,579 -3,946 -60.48 222 -71.57 0.0273
2020-06-04 2019-12-31 13F LOWES COS COM 548661107 6,525 -80 -1.21 781 7.58 0.0775
2020-06-04 2019-09-30 13F LOWES COS COM 548661107 6,605 -2,480 -27.30 726 -20.83 0.0839
2020-06-04 2019-06-30 13F LOWES COS COM 548661107 9,085 391 4.50 917 -3.68 0.1070
2020-06-04 2019-03-31 13F LOWES COS COM 548661107 8,694 1,831 26.68 952 50.16 0.1166
2020-06-04 2018-12-31 13F LOWES COS COM 548661107 6,863 -45 -0.65 634 -20.05 0.0907
2020-06-04 2018-09-30 13F LOWES COS COM 548661107 6,908 63 0.92 793 21.25 0.1038
2020-06-04 2018-06-30 13F LOWES COS COM 548661107 6,845 -82 -1.18 654 7.57 0.0876
2020-06-04 2018-03-31 13F LOWES COS COM 548661107 6,927 -4 -0.06 608 -5.59 0.0725
2020-06-04 2017-12-31 13F LOWES COS COM 548661107 6,931 131 1.93 644 18.38 0.0779
2020-06-04 2017-09-30 13F LOWES COS COM 548661107 6,800 1,025 17.75 544 21.43 0.0714
2020-06-04 2017-06-30 13F LOWES COS COM 548661107 5,775 -51 -0.88 448 -6.47 0.0631
2020-06-04 2017-03-31 13F LOWES COS COM 548661107 5,826 -868 -12.97 479 0.63 0.0696
2020-06-04 2016-12-31 13F LOWES COS COM 548661107 6,694 -259 -3.73 476 -5.18 0.0756
2020-06-04 2016-09-30 13F LOWES COS COM 548661107 6,953 -660 -8.67 502 -16.75 0.0876
2020-06-04 2016-06-30 13F LOWES COS COM 548661107 7,613 375 5.18 603 10.04 0.1159
2020-06-04 2016-03-31 13F LOWES COS COM 548661107 7,238 -1,131 -13.51 548 -13.84 0.1106
2020-06-04 2015-12-31 13F LOWES COS COM 548661107 8,369 432 5.44 636 16.27 0.1499
2020-06-04 2015-09-30 13F LOWES COS COM 548661107 7,937 16 0.20 547 3.21 0.1434
2020-06-04 2015-06-30 13F LOWES COS COM 548661107 7,921 46 0.58 530 -9.56 0.1323
2020-06-04 2015-03-31 13F LOWES COS COM 548661107 7,875 61 0.78 586 8.92 0.1494
2020-06-04 2014-12-31 13F LOWES COS COM 548661107 7,814 -267 -3.30 538 25.70 0.1444
2020-06-04 2014-09-30 13F LOWES COS COM 548661107 8,081 0 0.00 428 10.31 0.1253
2020-06-04 2014-06-30 13F LOWES COS COM 548661107 8,081 0 0.00 388 -1.77 0.1097
2020-06-04 2014-03-31 13F LOWES COS COM 548661107 8,081 8,081 395 0.1160
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.